The JG Group at Morgan Stanley

01/05/2023

New year resolutions often center around our health goals. But what about your financial health goals? Let's discuss the steps you can take to get a plan in place for this year and beyond.

Heading into the New Year, 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.

10/28/2022

For National First Responders Day, I would like to thank all First Responders for protecting and caring for our needs, especially these past few years during the COVID-19 pandemic. Thank you!

10/07/2022

Our new 3.00% Annual Percentage Yield offer from Morgan Stanley’s Preferred Savings Program for qualifying cash helps you make the most of your cash. Learn more and get in touch to take advantage of this great rate for eligible clients. https://mgstn.ly/3dMJovz

10/01/2022

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.

Know the moves to make before year-end to start 2023 on the right track.

09/22/2022

American Businesswomen’s Day recognizes the increasing role that women play in the world of business today. Here are a few ways to empower the businesswomen in your life:

- Offering mentorship and educational resources
- Networking support
- Buying from or referring clients to women-owned businesses
- Advocating for women in the workplace

If you are a businesswoman, let’s have a conversation about your business planning and financial goals.

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

09/11/2022

Today, we remember the innocent lives lost 21 years ago. May we never forget the memories and sacrifices of these brave family members, friends, and first responders.

08/18/2022

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.

With education costs rising ever higher, planning your funding strategy today can help ease financial anxiety for your family. Find answers to key questions here

08/08/2022

Check out the Investor Resources tab on our website to get access to premier insights provided by Morgan Stanley Research. Please reach out if you find this helpful.

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

08/05/2022

As your children grow into young adults, you can help them learn how to manage their own financial matters. Here’s how to go about it. Reach out if you find this insightful.

As your children grow into young adults, you can help them learn how to manage their own finances.

06/07/2022

Interpreting financial statements is harder with the shift from tangible to intangible investments. One solution is to record intangibles on the balance sheet. We offer a guide for determining which items are investments and how to amortize them.

The shift from tangible to intangible investments has complicated the ability to interpret financial statements. One solution is to record intangible investments on the balance sheet and then amortize them over their useful lives. These adjustments recast profitability for some companies and are inc...

06/02/2022

Are recent indicators of slowing growth a warning sign of impending recession or perhaps something less ominous? Investors could use current volatility to move portfolios toward maximum diversification, quality factors and active management. Reach out to discuss how to position your portfolio.

Are recent indicators of slowing growth a warning sign of impending recession or perhaps something less ominous?

05/27/2022

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. Click the link below to learn more.

With education costs rising ever higher, planning your funding strategy today can help ease financial anxiety for your family. Find answers to key questions here