The Kennedy Moran Group at Morgan Stanley

01/12/2024

The Kennedy Moran Group at Morgan Stanley is proud to announce that we have once again been recognized as one of the Best-in-State Wealth Management Teams for 2024 by Forbes!

Thank you to Forbes for the recognition on this year’s Best-In-State Wealth Management Teams ranking. https://mgstn.ly/3SeqkYA

[Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://mgstn.ly/3RWgY29)]

Join us in congratulating the Morgan Stanley Financial Advisors who made the Forbes Top Financial Advisors lists for 2024.

12/14/2023

I’m excited to share that I recently earned the Family Wealth Director (FWD) designation earned by only 5% of Morgan Financial Advisors recognized for their expertise in handling the complexities of high-net-worth family wealth management. This was a seven-month program that culminated in a final exam and case study. For those who didn’t see much of me the last seven months, now you know why!

• Family Dynamics and Governance
• Wealth Education for the Next Generation
• Philanthropy Management
• Wealth Transfer and Estate Planning
• Income Taxation
• Business Succession Planning and Monetizing Business Ownership
• Personal Risk Management
• Behavioral Finance
• Asset Protection Planning

A big thank you to my family, team, clients, and friends who supported me during this journey. I’m grateful for the trust my clients place in our team, and I look forward to utilizing these skills to craft even more impactful wealth strategies!

09/14/2023

It can be overwhelming to manage multiple retirement accounts spread across different institutions. Consolidating your accounts can help simplify your financial outlook and give you a clearer picture of your retirement savings. You might also be able to reduce fees and manage your investments in a way that makes it easier to achieve your retirement goals.

For more information and important factors to take into account when considering consolidation, please visit:

Maintaining multiple retirement accounts may incur avoidable fees and make it difficult to track performance. Consolidating your accounts may be the answer.

08/11/2023

Big news to share: Nick Moran was named to the Forbes 2023 Top Next-Gen Wealth Advisor Ranking. A special thank you to our clients and team members who helped to make this possible! Congratulations to our fellow Morgan Stanley Financial Advisors who were also recognized. https://mgstn.ly/453uiqX

[Source: Forbes.com (Awarded August 2023) Data compiled by SHOOK Research based on time period from Mar 2022-Mar 2023. [https://mgstn.ly/3YvCvlb]

08/11/2023

Big news to share: Nick Moran was named to the Forbes 2023 Top Next-Gen Wealth Advisor Ranking. A special thank you to our clients and team who helped to make this possible! Congratulations to our fellow Morgan Stanley Financial Advisors who were also recognized. https://mgstn.ly/453uiqX

[Source: Forbes.com (Awarded August 2023) Data compiled by SHOOK Research based on time period from Mar 2022-Mar 2023. [https://mgstn.ly/3DQ5Kpg]

08/02/2023

Morgan Stanley clients with eligible brokerage accounts can earn 5.00% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/452hK2D

06/22/2023

Check out Morgan Stanley's midyear outlook for 2023. We share insights on how to find opportunities in a challenging and divergent world. Contact me to discuss.

https://mgstn.ly/43S8P3O

With slowing global growth, investors should consider long-duration bonds, agency mortgage-backed securities and emerging markets.

05/29/2023

Memorial Day has its roots in the Civil War era as Decoration Day, with residents of Waterloo, NY leading a tradition of adorning soldiers’ graves with flowers. Today, we continue to honor the brave individuals who’ve protected our freedoms. This Memorial Day, let’s take a moment to remember their sacrifice and uphold the values they fought for. 🇺🇸🇺🇸

05/17/2023

The Fed raised rates by 50bps in May. This signals the Fed’s aggressive approach to fighting inflation, leading to higher borrowing costs and the potential for slower economic growth. Thoughts from Morgan Stanley CIO, Lisa Shallet here:

Investors who think inflation and interest rates will drop sharply this year are buying up stocks. They may well be disappointed.

05/11/2023

Sound wealth management should extend beyond portfolio management. This is a great article on hidden planning opportunities in your Form 1040.

Examining your Form 1040 may reveal opportunities to save money hidden between its lines. You may be surprised by what you find.

03/31/2023

We’re fortunate to have Wharton Professor, Jeremy Siegel, joining us on April 3rd at 3:15 CT to provide his perspective on the state of the U.S. economy and market. We would love to have you there! Register and join us using this link: https://bit.ly/3TYLoBy

03/08/2023

Recent legislation has made 529 Plans more flexible, giving families one more reason to invest for their loved one’s future education expenses. Listen to this audiocast to learn why: https://mgstn.ly/3EPBBrc

#529