Edward Kwiatkowski, Financial Advisor at Morgan Stanley

06/28/2023

Morgan Stanley clients with eligible brokerage accounts can earn 4.75% 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/3CKQ5r6

04/20/2023

In this article from Barron’s, our CEO James Gorman explains how the power of scale has enabled Morgan Stanley’s sustained success in an unpredictable market.

Morgan Stanley plans to hit $10 trillion in client assets over the next decade

02/16/2023

Concerned about market losses impacting your retirement plan? Let’s discuss five strategies that may help protect your savings.

The unpredictability of financial markets can disrupt even the best-laid retirement plans. These five strategies may help investors stay on track.

02/06/2023

In the changing job market we've seen many people leaving for new roles and opportunities over this last year. One common question our team has seen a lot is, "What should I do with my leftover retirement plan?"

We wanted to share this Rollover Guide resource to help people make a more informed decision.

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

01/31/2023

Near-term market action can stoke powerful emotions and cloud judgment. The team and I can help you stay focused on long-term investment goals. Let’s connect.

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

01/24/2023

Minimizing the impact of taxes in your portfolio can help you build wealth over time. This article highlights some strategies that may help your portfolio.

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

01/12/2023

The year ahead could bring attractive opportunities in bonds and emerging markets. In this article Morgan Stanley's Lisa Shalett shares her thoughts on other potential opportunities in the markets.

U.S. equities may disappoint in 2023, but patient investors can find potential income and returns in other markets.

01/05/2023

Morgan Stanley clients with eligible brokerage accounts can earn 4.00% 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/3X0XKtb

12/16/2022

Before welcoming 2023, let’s takes some time to review this year’s financial progress towards your goals and plan for your priorities in the new year.

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.

12/09/2022

Tax-smart investing can help lower your tax burden and grow your wealth over time. Before the new year is a good time to discuss what options you might have available.

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

10/31/2022

Join Morgan Stanley on the eve of Election Day for a special virtual event, What’s at Stake? Midterms & the Markets: A Conversation With Lawrence H. Summers and Niall Ferguson. These renowned thought leaders will share their perspectives on the dynamics influencing the midterms and how election results may impact domestic and global markets. Register here: https://mgstn.ly/3fRysxf

10/17/2022

Stocks bounce back on Monday as Q3 earnings season starts to ramp up. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.