Max Sanel, Financial Advisor at Morgan Stanley

03/06/2023

As you prepare to file your 2022 taxes, let’s meet and discuss opportunities to implement additional tax-efficient strategies to your financial plan.

The countdown to Tax Day has begun. Here are some steps you can take as the deadline approaches.

02/23/2023

Are you concerned about having too much of your portfolio in a few stocks or even just one company? Let’s discuss tax-smart ways to diversify your investments.

Investment portfolios concentrated in a single stock can be risky. Learn to diversify without boosting your tax bill.

02/07/2023

Talk to your kids about internet safety. Learn how to help protect your loved ones with our latest cyber tips.

The internet can be a dangerous playground for children. While opportunities for education, friendship and fun abound, there are plenty of safety hazards, too

02/06/2023

Minimizing the impact of taxes in your portfolio can help you build wealth over time. Let’s discuss what strategies might make sense for you.

A key strategy for boosting long-term investment returns is being smart about tax efficiency.

01/30/2023

Paying for college has become a major life expense that requires smart planning. Morgan Stanley offers a suite of education savings products that can help you achieve your goals. Learn more.

Though education costs continue to climb, starting to save early can make a difference.

01/27/2023

Could you be keeping more of what you earn? Let’s discuss strategies to help reduce the impact of taxes on your portfolio all year round, part of Morgan Stanley’s Total Tax 365 approach.

Establishing a tax management strategy for your investments can help you keep more of your returns.

01/16/2023

Your tax situation is as unique as your investment goals. That’s why we’ve enhanced Tax Management Services custom client preferences to create a personalized experience tailored to your needs. https://mgstn.ly/3DAClA6

01/12/2023

Ready to make cybersecurity a priority for the new year? Get started with these tips and browse our Security Center for more best practices.

Many of us are moving everyday activities online—from school to socializing with friends and even medical appointments. You can help protect yourself and you...

01/05/2023

The “Jock Tax” may take a serious bite out of the earnings of athletes, entertainers, and others who earn income conducting business in multiple states. Morgan Stanley recently sat down with EisnerAmper to discuss planning for the "Jock Tax." Listen to this audiocast to learn more: https://mgstn.ly/3FNcq9N

12/31/2022

Wishing everyone a happy and healthy New Year!

12/19/2022

Tax-smart investing can help lower your tax burden and grow your wealth over time. Before the new year, let’s discuss strategies available to you.

Establishing a tax management strategy for your investments can help you keep more of your returns.