Matthew Becker, Financial Advisor at Morgan Stanley

01/08/2024

Will markets keep up their momentum in 2024? Check out the latest market commentary and let’s discuss how to prepare your portfolio this year.

https://mgstn.ly/3Sa1GIA

#2024

Strong market performance this year has left investors with lofty expectations for 2024. Here’s why they may need to proceed with caution.

12/31/2023

Wishing everyone a happy and healthy New Year! Here's to 2024!

12/25/2023

‘Tis the season for joy, love and peace. Merry Christmas to you & your loved ones!

12/21/2023

Are you interested in donating more complex assets this season? Let’s talk about how to make donations to your Morgan Stanley GIFT account.

https://mgstn.ly/3GT7u2B

There’s more to charitable giving than you may realize. Here’s one method that may be tax-efficient and can help maximize your impact.

12/15/2023

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

12/08/2023

Stocks may rally through year-end, but what comes next? Let’s discuss longer-term portfolio moves for you to consider.

Traders are anticipating a year-end equity rally, but longer-term investors may want to remain cautious. Here’s why.

12/05/2023

Are you 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.

11/28/2023

It’s Giving Tuesday! Discover how charitable giving can be beneficial for causes you care about and your financial plan.

https://mgstn.ly/47RuRoT

Personally, I am passionate about raising money for non-profits in my community through playing benefit concerts with my band, the YellowHouse Blues Band.

11/23/2023

May your hearts and homes be filled with gratitude this Thanksgiving. Enjoy your time with friends and family!

11/16/2023

It’s Fraud Awareness Week. Discover common scams and how to stop a fraudster in their tracks.

Cybercriminal activity continues to evolve. Stay up-to-date about common schemes you might encounter so you can help prevent fraud.

11/08/2023

Join us on November 15 for a timely update on the complex events currently unfolding in Washington with Michael Stein, Morgan Stanley’s Global Head of Government Relations. https://bit.ly/49qSUMY

10/31/2023

Wishing you a safe and Happy Halloween full of treats!