Cortney A. Corpus, CFP Financial Advisor at Morgan Stanley

12/31/2023

Happy New Year from the Ward Chefas Group at Morgan Stanley!

As we step into 2024, we want to wish you well! This time of year is for goal-setting, and prioritizing what matters.

When you're ready to discuss your 2024 financial goals, we are here for you.

Have a great start to your year!

12/25/2023

Merry Christmas from The Ward Chefas Group at Morgan Stanley!

11/22/2023

I would like to wish you all and your families a happy and healthy Thanksgiving! May your day be filled with love, laughter and delicious food.

10/04/2023

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.52% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/3tda3ZL

09/29/2023

As fall arrives, the changing of the season can be an ideal time to revisit your financial plans with fresh perspective. Revisiting your asset allocation can help ensure your portfolio is on track to meet your financial goals. Visit our website to learn how we can help.

The Ward Chefas Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, and Financial Wellness.

08/23/2023

I find these conversations happening more and more. If you are thinking about your legacy, learn how a trust can help you pass on assets.

You can’t take it with you, but through a trust, you can define how you want your life’s work and wealth to continue to benefit the people and causes you love and care for.

08/04/2023

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.42% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/43HkW2O

07/27/2023

Morgan Stanley clients with eligible brokerage accounts can earn 5.00% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/452hK2D

06/22/2023

I'm all for ultimate diversification! Take a look at this great piece on Alternative Investments. Once reserved for large-institutional investors, some alternative strategies are now more individual investor-friendly.

Learn how a host of innovative alternative strategies could bolster investors’ portfolios as traditional assets face headwinds.

08/11/2020

Many people use the terms “saving” and “investing” interchangeably. While these two concepts are related, they aren’t exactly equal.

01/09/2020

Your finances can be an area of focus for 2020. Read some financial New Year's resolutions to consider.

Don’t overlook resolving to focus on your finances this year. There are a number of financial New Year’s Resolutions you can make that may yield positive results.

07/17/2019

Are you 20-35? A little knowledge goes a long way toward managing your future. It's never too early to start.