Morgan Stanley at Work’s Post

They say that money talks—but only if you do. Arm yourself with tips from Morgan Stanley Financial Advisor Simon Petro, CFP®, CPWA®, CIMA® to help navigate important conversations with loved ones. Visit https://mgstn.ly/44CJMmj for more insights. #financialeducation #financialliteracy #financialwellness

Some great tips from Simon! Stay connected and view more with Morgan Stanley at Work!

Money is a broad and complex subject. Watch as Morgan Stanley Financial Advisor Simon Petro, CFP®, CPWA® breaks down some key things to know. For additional insights, visit: https://mgstn.ly/4ajwKfO #financialliteracymonth #financialliteracy #financialwellness

Learn what Morgan Stanley Financial Advisor Alix Magner, CFP® is teaching her daughters about money. For additional insights, visit: https://mgstn.ly/44CJMmj #financialliteracy #financialwellness #sharemorganstanley

The concept of “financial independence” can mean different things to different people. Today we launch the first of a series with Craig Robson, CFP®, CIMA®, CDFA®, Founding Principal and Managing Director that highlights what our Regent Peak Wealth Advisors financial advisors think of when they hear the phrase.  How would you articulate what it means to you? Share your thoughts! #financialplanning #wealthmanagement  

Thoughts of the Week from JP Morgan Issue: 10/28/2024 See attached for the update! https://lnkd.in/ggnsW--z If you like to subscribe to future newsletter, click here: https://lnkd.in/e6UFZg_3 Disclaimer: American Harvest Financial LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

In case you missed it: The U.S. Securities and Exchange Commission is reconsidering its swing pricing proposal following the outcry from the fund industry, investors, and bipartisan lawmakers over the harms it posed to mutual funds and American families. Take a look back at ICI's work to advocate on behalf of the millions of investors that rely on mutual funds to secure their financial futures: https://bit.ly/3y2D1ON 

🧶 Unraveling the Mysteries of Options with Frank Partnoy 💵 What makes options a critical tool for investors seeking flexibility and risk management in their portfolios? Frank Partnoy, Professor of Law at University of California, Berkeley - School of Law, defines financial options and how they differentiate from forwards or futures in the financial landscape. Watch this sneak peek from Corporate Finance Fundamentals and then register to dive deeper into the essence of derivatives and their impact on financial strategies. https://lnkd.in/gsPBz5yG #FinanceEducation #BerkeleyLaw #FrankPartnoy #OptionsTrading

Watch the first in our latest video topic, Financial Independence, and consider what it means to you. Following along for more of Regent Peak Wealth Advisors team thoughts on this topic over the next few months. #financialplanning #wealthmanagement

What was your best study tip or action that you used to prepare for financial industry exams like the Canadian Securities Course or the Certified Financial Planners Exam? It will be interesting to see if there are common tips and strategies that the successful candidates all use. Please share and forward to others... the more replies we get the better.