Thomas Paluszynski, Financial Advisor at Morgan Stanley

End-of-year giving may help lower your tax bill and is one more reason you can feel good about giving on Giving Tuesday.

Happy Thanksgiving to those with us and those far away.

In the next few months, positive catalysts are likely to dominate the economic outlook. See three signs of light at the end of the 2020 tunnel:

Tax-smart investing can help you lower your tax burden and increase your long-term wealth. Here are some year-end tax management strategies to consider.

A unique feature of 529 plans to be aware of as we approach year-end: you may be able to contribute up to five times the annual gift tax exclusion in one yearas much as $75,000 (or $150,000 for married couples). Learn more.

Boo! Happy Halloween!

Checking in on the state of your parents’ estate isn’t easy. Let’s connect to start the estate planning strategy process with your family.

China could represent an attractive long-term strategic investment opportunity. Here’s why:

The end of the year will be here before you know it. Learn the money moves you can make this Fall to help set yourself up for 2021.

The U.S. stock market is lurching between bursts of exuberance and bouts of doubt and anxiety. See three temporary concerns that are likely contributing to this trading range:

You still have time to make some money moves before the end of the year. Read about what steps we can take to help prepare you for 2021.

While stocks have grown more volatile as the election approaches, interest rates have barely budged. That may not last once the election outcome is clear. Here’s why:

Fall is right around the corner. Here are some financial tips to help you set yourself up for a successful year-end and a better 2021.

Happy #HispanicHeritageMonth! Celebrate the month’s festivities by checking out Parade’s Latinx Culture Guide, featuring 20 tv shows, documentaries, movies, TED Talks, and books that highlight and celebrate the Latinx culture.

We expect volatility to remain high for the next two to three months as our fragile economy absorbs some recent disappointments. Learn more:

60% of carbon emissions come from energy and this is a key area where we can reduce emissions by using technology. Jessica Alsford, Head of Global Sustainability Research, discusses how investing in technology can help curb carbon emissions.