The Welsh Friesen Group at Morgan Stanley

11/16/2023

Thinking about year-end tax considerations? One option is diversifying a concentrated position. Let’s connect and discuss how these 4 strategies may help.

Investment portfolios concentrated in a single stock can be risky. Learn to diversify without boosting your tax bill.

08/14/2023

August 14 is National Financial Awareness Day! It’s our mission to help our clients navigate their finances and achieve their goals. You might find these tips helpful.

Check out our website to learn more about how our team can help: https://advisor.morganstanley.com/the-welsh-friesen-group

These ideas can help you organize your financial life, prepare for the unexpected and stay focused on what truly matters to you and your family long term.

08/08/2023

With generative artificial intelligence likely to drive rapid change and potential opportunities, investors are looking to history as a guide. Find out more in On the Markets. https://mgstn.ly/3OCKiu7

08/03/2023

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.

08/01/2023

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

07/21/2023

Can the stock market’s rally keep going? Check out our strategists' latest commentary and let’s discuss implications for your portfolio.

Bond volatility, surging interest rates and a resilient U.S. dollar suggest investors should beware of the bust that could follow the boom.

07/14/2023

We are excited to share the most recent edition of our quarterly newsletter

Please click the below link to view our newsletter and feel free to forward to any family or friends!

Newsletter: https://mgstn.ly/3NQorhu

Website: https://advisor.morganstanley.com/the-welsh-friesen-group

The Welsh Friesen Group can help you achieve your financial goals. Learn about Family, Philanthropy, Retirement, Business Planning, Financial Wellness, Insights and Outcomes, and Mosaic.

07/04/2023

Happy 4th of July! Let's take a moment to honor the remarkable spirit of independence that defines our nation. As we celebrate with loved one, may we cherish the values of freedom, liberty and the pursuit of happiness that make America exceptional. Wishing everyone a joyful and safe Independence Day.

06/30/2023

Morgan Stanley clients with eligible brokerage accounts can earn 4.75% 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/3CKQ5r6

05/09/2023

Morgan Stanley clients with eligible brokerage accounts can earn 4.60% 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/41q1DcW

05/03/2023

Should you buy into the equity market’s optimism or heed the cautionary signals in fixed income? Check out the latest market commentary and let’s discuss.

With business conditions worsening and financial conditions apt to tighten, equity investors’ recent optimism may be misplaced.