Hina Sanghvi Cory, Financial Advisor at Morgan Stanley

01/03/2024

Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.

12/05/2023

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets.

11/30/2023

I'm excited to share our latest Wealth and Estate Planning Series! This week, we're delving into Irrevocable Life Insurance Trusts – a topic that's often overlooked but can be a key part of estate planning. Why consider an Irrevocable Life Insurance Trust? It's not just about the financial benefits; it's about ensuring your legacy and providing for your loved ones with foresight and care. Stay tuned for more insights in our series, where we'll cover everything from basic estate documents to more nuanced strategies like GRATs. It's all about empowering you with knowledge to make the best decisions for your future.



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11/23/2023

I remember Thanksgiving dinners at my grandparents' house, where the warmth and laughter were just as important as the feast on the table. It taught me the value of togetherness and gratitude. As we celebrate this Thanksgiving, I'm reminded of these cherished moments and the importance of pausing to appreciate our blessings. To all my clients, colleagues, and friends, I'm truly grateful for your trust, support, and the wonderful relationships we've built. Wishing everyone a Thanksgiving filled with joy, love, and cherished moments. Happy Thanksgiving! 🍁🦃

11/17/2023

I'm seeing more and more people consider trusts as part of their financial planning. It's a topic that might seem complex, but it can be quite straightforward and beneficial. If you're thinking about it and have questions, I'm here to help clarify things.

You can’t take it with you, but through a trust, you can define how you want your life’s work and wealth to continue to benefit the people and causes you love and care for.

11/17/2023

Saving for retirement? Let’s talk about strategies to help reduce your taxable income and keep more of what you’ve saved.

Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.

11/01/2023

Instead of reaching for the highest-yielding stocks, today's playbook calls for a focus on steady dividend growers. Find out more in On the Markets.

08/15/2023

Don't wait to start sorting your parents’ estate planning wishes. The sooner you get started, the more time you'll have to make sure their wishes are met. I can help you map out a plan.

Talking with a parent about estate planning is never easy. Here are several conversation starters that can help adult children and their parents’ plan.

08/08/2023

Have a child heading off to college? Show them how they can protect themselves from cybercriminals while they’re away from home.

College students are often targets for hackers. Discover the importance of cyber safety for students, plus tips on how to keep your identity and data secure.

06/12/2023

Looking to invest beyond the S&P 500? Check out our latest market commentary for three ways to help diversify your portfolio. Please contact me at 239 449-7814 or [email protected] if you have any questions!

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06/12/2023

How can you create a family business that lasts? Learn about six key priorities to building a family enterprise that endures throughout the generations. Reach out if you’d like to discuss.

Successful family businesses establish a shared mission and succession plan to endure for generations to come.

05/29/2023

On Memorial Day, our nation reflects on how grateful we are for the brave men and women who made the ultimate sacrifice. Thank you for your unwavering support and sacrifices. Wishing everyone a safe and meaningful Memorial Day!