The Blue Sandstone Group at Morgan Stanley

12/27/2023

Heading into 2024, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These six steps can get you started. #2024

Heading into 2024, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These six steps can get you started.

12/22/2023

Wishing you and your family a Merry Christmas and a wonderful holiday season!

12/12/2023

As we approach the end of the year, consider incorporating tax-efficient strategies into your financial plan today. Tax-efficient investing techniques may help you lower your tax burden and increase your long-term wealth. Here are some strategies to consider.

Tax planning is important. Explore our Tax Solutions & Services hub to see how you can incorporate tax efficient strategies into your wealth plan.

12/07/2023

Wishing a Happy Hanukkah to all who celebrate!

12/01/2023

Need holiday gift inspiration? Our Gifts for Good guide features socially conscious organizations that give back. https://bit.ly/3T5DEza

11/22/2023

Wishing you and your family a Happy Thanksgiving! May your hearts and homes be filled with gratitude.

11/11/2023

In honor of Veterans Day, there are many organizations that support veterans and honor their service to our country. Here are some financial tips that can help set up Veterans for success.

As veterans transition to civilian life, carefully navigating personal finances and veteran benefits can help set them up for success.

11/09/2023

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/3sksXOy

11/08/2023

In the spirit of celebrating our women leaders at Morgan Stanley Wealth Management, our team had the pleasure of hearing from Carla Harris, Lisa Shalett, among other employees at the Morgan Stanley WIW:LIFT Annual Marqee Event on October 16th. As President of LIFT, I was so proud of my colleagues for bringing us such an impactful day!

11/06/2023

On behalf of the Morgan Stanley Women in Wealth: LIFT Community Outreach Committee, we cordially invite you to our 2023 Semi-Annual Virtual College Leadership Academy.

This 1-hour session will be filled with speakers and panel discussions on careers at Morgan Stanley within the Wealth Management division. Our goal is to help you learn about the vast and exciting career opportunities within Morgan Stanley Wealth Management.

Date: Tuesday, November 7th
Time: 12pm-1pm EST
Location: Zoom

Please click here to register: https://bit.ly/3SB7c7w

Please click here to view the full invitation: https://mgstn.ly/3SnhBUu

CRC #6041494

10/25/2023

Technology is a double-edged sword. It lets us log in remotely and work from anywhere but it also keeps many of us perpetually tethered, even when we need a break. Read more below.

Digital Mindfulness: Mental Well-being

10/11/2023

What financial goals do you want to achieve before year-end? Let’s talk about moves you can make this fall to help set yourself up for success.

Learn the money moves you can make this fall to set yourself up for success in 2024 and beyond. Find tips on investing, taxes, charitable giving and more.