Kingman Lowe, Financial Advisor at Morgan Stanley

12/22/2023

Wishing you the happiest of holidays with your loved ones!

11/22/2023

I hope you are able to spend this Thanksgiving with close friends and family!

11/12/2023

Maybe more than a little late to the party, but hope you had a safe and happy Halloween night!

10/28/2023

Tax-Loss Selling can be a powerful tool to help minimize current taxes you have to pay on your investments. Take a look at this article available on my website for some considerations.

What is tax-loss harvesting exactly, and how do some investors use it to opportunistically reduce their tax bills?

10/12/2023

The year-end sprint is a good prompt to review the progress you have made toward your financial goals, but what do we do if we are off track? Take a look at this article for some ideas, feel free to reach out if you would like to discuss further.

When saving for a major financial goal – planning a big wedding, buying a home, paying for a child’s college or even retiring - the most important thing is to start. Even if you’re only able to set aside a small amount, if you stay consistent in your saving and invest it in a way that supports...

09/30/2023

We recently published a new section of my website, "From My Desk", which houses some of my past monthly newsletters. Take a look with the link below!

https://advisor.morganstanley.com/kingman.lowe

09/11/2023

Today, we honor the victims and heroes of 9/11. Thinking of everyone impacted by this day twenty-two years ago.

09/07/2023

Take a look at some of the recent podcasts put out by Morgan Stanley strategists. Link to the most recent episodes down below.

Listen to our financial podcast, featuring perspectives from leaders within Morgan Stanley and their perspectives on the forces shaping markets today.

08/14/2023

Balancing portfolio risk, the possibility that the investments you own won't perform as you expect, is an important pillar of portfolio management. Our Portfolio Risk Platform helps us get a better idea of the risks our clients may face, as well as how to mitigate them.

Learn more about this functionality, contained on the "Investor Tools" section of our website.

https://advisor.morganstanley.com/kingman.lowe -resources

08/10/2023

Take a look at the "More From Morgan Stanley" section of my website for additional offers, articles, and resources.

Kingman Lowe can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, and Philanthropy.

07/01/2023

Take a look at some of these tips to help protect your cybersecurity while you're away from home this summer!

Learn how to protect your computer security while traveling. Explore these travel cybersecurity tips from Morgan Stanley as you plan your next vacation.

06/28/2023

Morgan Stanley recently released their suite of mid-year outlooks. Take a look with the link below!

Explore insights from Morgan Stanley experts on what investors can expect from our global market, economic and strategic outlooks.