Gerald Simmons, Financial Advisor at Morgan Stanley

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Whether you want to donate to charity or invest in a loved-one's future, consider these tax-smart ways to help make your...
10/15/2026

Whether you want to donate to charity or invest in a loved-one's future, consider these tax-smart ways to help make your giving go further.
https://livesocial.seismic.com/aXa7qE

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explo...
10/13/2026

Your lifestyle, energy, and priorities can shift over time, and retirement spending can shift right along with it. Explore a practical way to think about what you want retirement to look like. https://livesocial.seismic.com/av88rH

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses why quality stocks, strong earnings and price momentum su...
10/08/2026

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses why quality stocks, strong earnings and price momentum support his view that the bull market remains intact.

morganstanley.com

Cash management is an often-overlooked part of a broader financial plan. From paying bills and transferring money to acc...
10/07/2026

Cash management is an often-overlooked part of a broader financial plan. From paying bills and transferring money to accessing cash, everyday financial needs can be just as important to consider as long-term investing.

Morgan Stanley CashPlus brings a range of everyday cash management features together alongside an investment account.

morganstanley.com

An 83(b) election can offer significant tax savings, but requires careful planning. I can help company founders navigate...
10/06/2026

An 83(b) election can offer significant tax savings, but requires careful planning. I can help company founders navigate the process. Learn more. https://livesocial.seismic.com/a4ilkI

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies tha...
10/02/2026

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies that may help reduce your overall federal tax burden. https://livesocial.seismic.com/avFcf6

In today's increasingly digital world, safeguarding your personal and financial information is more important than ever....
10/02/2026

In today's increasingly digital world, safeguarding your personal and financial information is more important than ever. I'm pleased to share the next session in our Wealth Education for the Next Generation series, "Cybersecurity and Digital Wealth Protection," taking place on Monday, October 5. This timely discussion will explore practical cybersecurity strategies and responsible digital habits that can help protect your online identity, financial accounts, and personal data. Whether you're managing your own wealth or helping guide the next generation, you'll leave with actionable insights to strengthen your digital security. https://livesocial.seismic.com/a5tkRE

After raising interest rates for the first time in more than three years, the Fed still doesn't see policy as restrictiv...
09/29/2026

After raising interest rates for the first time in more than three years, the Fed still doesn't see policy as restrictive. Our Global Head of Fixed Income Research Andrew Sheets breaks down what that could mean for the monetary policy path.

morganstanley.com

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