Richard Bloom of The MayerGelwarg Group at Morgan Stanley

05/17/2024

Still waiting to get your wills completed? It's easy if you just start the conversation. Don't know where to start? Let me help!

A big thank you to Grace Bennett and her amazing team at The Inside Press Magazines for featuring my work.

#

www.theinsidepress.com

09/18/2023

Many investors suffered painful losses in their portfolio during last year’s historic bear market for both stocks and bonds. Now, with the risks of a recession growing, our strategists believe more economic and market turbulence may be ahead. The recent volatility has made it important to check yo...

05/17/2022

We are looking to hire a new associate! Our team is growing and we're looking for the right candidate to join a fast paced team dedicated to providing the highest level of client service.

04/27/2022

Homes are a hot topic right now! Buying, selling, refi's, HELOCs... this market is unlike one we have seen in a very long time. Check out my new article in Inside Chappaqua & Millwood and let's chat about how your home fits into your strategic financial plan.

Thank you as always to Grace Bennett and her team for featuring my articles in your magazines!

As we head into peak residential real estate season, you may be thinking about whether it’s the right time to list your home for sale or to go house hunting. In addition to considering how local market circumstances such as job growth, mortgage rates, and tax incentives influence your timing, you ...

11/19/2021

https://www.theinsidepress.com/awarded-equity-in-your-company-5-key-financial-considerations/

Thanks ! Today more than ever, employees are receiving company stock, representing significant wealth potential, however there are complex financial and tax planning considerations. Reach out to me so I can explain all your time-sensitive and exciting options.

As we approach the end of the year, bonuses and tax planning are at the top of many employees’ minds.  Without proper planning, equity compensation grants can seem like a double-edged sword. On the one hand, the equity grants you’ve been awarded represent the potential for significant wealth. O...

07/29/2021

Kick it up a notch and join us on August 24 at 6:30 PM ET for a virtual conversation with Carli Lloyd, Olympic Gold Medalist, World Cup champion and two time FIFA World Player of the Year. Carli will share how hard work, dedication, sacrifice and the relentless pursuit to be better every day has helped her to continuously elevate her game, no matter what the circumstances or pressure. This virtual event is part of the Morgan Stanley Wealth Management Lessons in Leadership series. Register here. https://mgstn.ly/373mSrb

07/16/2021

You now have the chance to make money off of your name, image and likeness as a college athlete, which is completely new. However, working with athletes is not new for Morgan Stanley’s Global Sports and Entertainment Directors who have ample experience doing so. We are here to help you navigate the financial situations that come with this unique opportunity.

06/28/2021

Every few weeks, Morgan Stanley hosts a “Lessons in Leadership” where interesting people from various industries talk about their excellence, approach to life, profession and their specific leadership style. For those who weren’t able to attend past events, or who’d like to view again, here are the two most recent webcasts. Enjoy!

https://morganstanley.webcasts.com/starthere.jsp?ei=1456766&tp_key=3b98a18519

https://morganstanley.webcasts.com/starthere.jsp?ei=1445169&tp_key=52172d0ad3

06/04/2021

Using an effective tax management strategy for your equity compensation can not only reduce your tax liabilities but can also enhance your after-tax returns. Contact me to discuss further.

Learn how to use an effective tax management strategy for your equity compensation to help reduce your tax liabilities and enhance your after-tax returns.

05/27/2021

Celebrating 10 years of our group joining Morgan Stanley. We are pleased to service our clients and continue to help them attain their goals. We are looking forward to more years ahead of helping to ensure financial success for individuals, families and business owners.

05/03/2021

I am often asked how someone's investments can be structured to support their beliefs and values. These investment strategies can help investors who want to align their portfolios to fight global warming. Contact me to discuss how to execute this kind of strategy for yourself!

While addressing climate change is a priority for investors, many lack strategies for how to do it. Portfolio manager Andrew Harmstone explains how stock investors can align with the Paris Agreement.

03/05/2021

Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help. Call me to discuss.