Horizon Wealth Management Group at Morgan Stanley

Even with quality coverage, a major loss or liability can be unsettling. Learn how to identify gaps that may expose you to unwanted financial risk. livesocial.seismic.com/tl3bta

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here. livesocial.seismic.com/t8hxd8

Traditional "safe haven" assets have recently failed to provide much diversification when stocks were volatile. How can investors hedge equity risk going forward? livesocial.seismic.com/t8W0Mu

A merger or acquisition can be an exciting time—but it can also be full of unknowns. Here are some tips to help you navigate the road ahead. livesocial.seismic.com/tlKrPL

Despite a weak start, global markets could have fared even worse given a triple shock from AI disruption, private credit concerns and the oil price spike. Find out how to navigate through the volatile backdrop in On The Markets. livesocial.seismic.com/tvw1Ke

Discover how offering company stock in 401(k) plans may attract talent. Read our latest report for insights and best practices that may help mitigate fiduciary risk: livesocial.seismic.com/thk5X2

Hanging on headlines is tempting as the Iran war continues. But many investors are overlooking cracks in the case for broader corporate earnings growth. livesocial.seismic.com/tNDXAm

With the Iran war escalating, is your portfolio positioned for both higher energy costs and higher rates? Learn more here: livesocial.seismic.com/twFpkE

The markets are shifting from shrugging off the oil price spike to assessing the intermediate-term economic effects of the Iran war. This reemergence of macro concerns has important investment implications. livesocial.seismic.com/tif6pM

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that can help you proactively prepare. livesocial.seismic.com/tQ5GAZ

Investors have been buffeted by anxieties this year. But we think one of them -- the pain in private credit -- may be near its peak. livesocial.seismic.com/tDRVGd

Your phone is a gateway to your personal and financial information. Here are three ways to keep your phone safe from bad actors. livesocial.seismic.com/tjtioq

Reducing the impact of federal taxes in your portfolio can help you build wealth over time. Explore these strategies that may help reduce your overall federal tax burden. livesocial.seismic.com/trKife

Cybercriminals are clever and relentless. These proactive measures can help you identify and avoid tax scams. livesocial.seismic.com/triYFn

Is your portfolio at risk due to concentrated positions? Learn more about how I can help you with strategies for diversification to mitigate risks and help safeguard your investments. livesocial.seismic.com/t08mQM

The recent drop in tech shares has created market anomalies. How should investors navigate them and which ones signify opportunities? livesocial.seismic.com/t6rVnj

Saving for retirement? Consider these strategies to help reduce your taxable income and keep more of what you've saved. livesocial.seismic.com/t0_xLR

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here. livesocial.seismic.com/tk5cbf

QSBS can allow eligible founders and early investors to exclude up to $15 million of federal capital gains per taxpayer.Founders who plan well before an exit can reduce the risk of actions that may jeopardize eligibility and can improve after-tax outcomes. livesocial.seismic.com/tv0Qqg

With the extreme volatility in metals and cryptocurrencies recently, how should long-term investors be thinking about these assets in a portfolio? livesocial.seismic.com/tEFS1n