Paul Malin, Financial Advisor & Portfolio Manager at Morgan Stanley

09/07/2026

This Labor Day, we celebrate the everyday workers whose dedication and sacrifice strengthen our communities. Our practice is proud to serve clients who have worked diligently throughout their lives to build a secure and fulfilling retirement. It is a privilege to support them as they work toward the future they have earned.

We hope you enjoy the long weekend and have the opportunity to spend time with loved ones.

09/01/2026

Get to know our team and how we work with clients. Check out our new Client Experience video on our team website!

morganstanley.com

08/21/2026

In honor of National Senior Citizens Day, we celebrate the wisdom, resilience and contributions of the older adults in our lives.

It's important to help protect those we love in today's digital world. Scammers often target older adults through urgency, impersonation and phishing tactics—but simple conversations can make a big difference. It's important to review these tips often and carefully, because the more you hear them, the more likely you are to recognize a scammer if you're targeted.

morganstanley.com

08/20/2026

Saving for your loved one's future can feel overwhelming. Let's simplify it together with a 529 strategy designed around you.
https://livesocial.seismic.com/a3CnKA

08/20/2026

Second quarter earnings results have helped drive the US equity market to all-time highs recently. Will the forces behind those earnings continue?

brightcove.net

08/14/2026

Your life changes—your financial plan should, too. This National Financial Awareness Day, take a moment to review your goals and get organized. Let's connect: https://login.morganstanleyclientserv.com/ux/scheduler/sip/get-started?fa=089dd1fd30be045ccbd01ac92f80f79f5310fa93f11ce8715ff9994aa613be7f&cid=smfa-null-20260430

08/13/2026

Curious how a Financial Advisor may help support your goals? Our team is offering 15 minute Zoom calls—simple, informative, and low-pressure. Let's connect: https://login.morganstanleyclientserv.com/ux/scheduler/sip/get-started?fa=089dd1fd30be045ccbd01ac92f80f79f5310fa93f11ce8715ff9994aa613be7f&cid=smfa-null-20260430

08/12/2026

Happiness comes from a life well-lived.

08/06/2026

What would a multi-year health care need mean for your finances and portfolio? Explore planning considerations. https://livesocial.seismic.com/ayIx5s

08/05/2026

Is your portfolio at risk due to concentrated positions? Learn more about how I can help you with strategies for diversification to mitigate risks and help safeguard your investments. https://livesocial.seismic.com/7Kr9W