The Livesay Balzano Group at Morgan Stanley

01/10/2024

I am excited to share that The Livesay Balzano Group at Morgan Stanley has been named to the 2024 Forbes Best-in-State Wealth Management Teams list! Thank you to our clients for entrusting our team and making our hard work so rewarding, we look forward to maintaining these standards in the New Year. I would also like to congratulate the rest of our team, Darden R. Livesay Jr, Andrew Livesay, Paul Chadwick, Maya, and Will, for your dedication and commitment to our practice.

https://bit.ly/3NYB9LE

[Source: Forbes.com (Awarded Jan 2024). Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://mgstn.ly/3NWqam9)]

11/01/2022

Did you know many long-term care costs are not covered by Medicare? Learn what options you have to help control your financial exposure to uncovered care costs.

Health care costs are rising—especially for retirees, and some may need long-term care. Learn the steps you can take to help prepare yourself.

10/17/2022

Keeping excess cash out of the market may be the safest option in a tough economic climate, but there could be a big opportunity cost. Let’s discuss what you can do to help keep your money growing.

Cash may be safe, but it’s losing value to inflation. How can you invest it while seeking some defensive qualities for your portfolio?

09/30/2022

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.

09/15/2022

As you approach retirement, consider shifting from growth to preservation. Watch to learn more steps you can take to plan for your retirement goals. https://mgstn.ly/3prV49o

09/01/2022

Investing can be complicated. Your Financial Advisor relationship shouldn’t be. At Morgan Stanley, we’ll see you, hear you, and answer your questions without jargon. Set up time with me today.

Investing can be complicated. Choosing a Financial Advisor shouldn’t be.

07/26/2022

When market volatility picks up, having a long-term horizon is an investor’s best strategy.

Market volatility can increase or decrease depending on where we are in the business cycle. Here’s why this shouldn’t worry long-term investors.

07/15/2022

Recent market volatility has made it important to check the status of your retirement plan. Are you still on track toward meeting your investment goals? Let’s discuss how I can help.

Given recent market volatility, checking in on your retirement plan may make a lot of sense.

07/11/2022

Millions of people moved across state lines last year. If you’re one of them, you may want to make some changes to your portfolio. Here’s how I can help.

Moving can mean exciting changes in your life, but it may also have tax consequences for your portfolio. Three key considerations.

07/04/2022

Hope you have a wonderful Fourth of July full of fun and fireworks!

06/27/2022

Your income is one of your most valuable assets. Let’s make sure you’re taking steps to help protect it.

Your ability to earn an income may be one of your most valuable assets, but an accident or unforeseen illness can put that asset at risk. Here’s how to help protect it.

06/13/2022

At a time when past-cycle playbooks may not work, how can investors seek to better manage risk and look for higher returns? Let's discuss how certain alternative investment strategies may be useful.

In an environment where past-cycle playbooks may no longer work, alternative investments can serve a valuable role in your portfolio. Here are five themes to consider.