Gary Bonnewell, Financial Advisor at Morgan Stanley

08/20/2025

You've been named as executor of your parents' will. Now what? This checklist can help you navigate the complexities of estate administration. https://livesocial.seismic.com/aTNTdI

08/18/2025

Did you know that, under certain conditions, leftover 529 account assets may be rolled over to a Roth IRA for the designated beneficiary? Check out this article to learn more. https://livesocial.seismic.com/aFH-H6

08/14/2025

Protecting your assets and personal information is a top priority for me. This article shares tips on how to respond if you suspect you've been hacked or scammed. As always, I'm here to help. https://livesocial.seismic.com/aji03I

06/02/2025

In their Midyear Investment Outlook, Morgan Stanley Research strategists outline why U.S. assets — equities, government bonds and corporate credit — are likely to outperform their non-U.S. counterparts. https://livesocial.seismic.com/aZVqGV

01/03/2025

Post election, investors should watch for shifts in U.S. economic policies and their potential stock market impacts. Let's discuss how you can prepare.

morganstanley.com

12/25/2024

Happy Hanukkah! Wishing you and yours a wonderful and joyous festival of lights.

12/25/2024

‘Tis the season for joy, love and peace. Merry Christmas!

12/16/2024

Cybercriminals are especially active during the holidays. Find out how to help protect yourself from five common scams. https://livesocial.seismic.com/aXvCDn

12/13/2024

I commend my office in setting time aside stuff Battalion Buddy Bears this week. We stuffed forty bears with love and joy so that they be delivered to the children of active duty military families! The holiday season is a reminder of gratitude for the opportunities we have been given, thanks to the sacrifices made by our military personnel AND their families.

11/04/2024

In context of this upcoming general election, I want to take a moment to remind everyone that financial markets are not typically affected in any durable way by which candidate or party wins. Any short-term volatility, positive or negative, resulting from the election outcome is likely to wane. In fact, the most durable economic shifts are typically a result of policy passed through congress.

10/31/2024

When should you claim Social Security? The answer depends on factors like your expected longevity and retirement readiness. Let's discuss the right strategy for you.

morganstanley.com