Kurt Tiefenthaler, Financial Advisor at Morgan Stanley

12/03/2024

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

06/02/2023

Claiming Social Security Benefits early may seem tempting, but waiting until full retirement age could lead to higher payments. Let’s discuss.

Maximizing your Social Security retirement benefits can help you achieve your financial goals.

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

03/08/2023

Join us as we cheer on Morgan Stanley brand ambassador Justin Rose at THE PLAYERS Championship and count eagles for our Eagles for Impact Challenge, part of our commitment to diversity and inclusion through the game of golf. Learn more: https://mgstn.ly/3ZqL54j

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.

02/07/2023

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 useful 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?

01/25/2023

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.

01/09/2023

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

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