Sara O. Farner, Financial Advisor at Morgan Stanley

Preparing for a rainy day is critical to meeting your financial goals. Let’s talk about how I can help you prepare your portfolio with our Portfolio Risk Platform.

Taking steps to lessen the amount that taxes take out of your retirement portfolio can help you keep more of your nest egg. Here’s how:

We are now seeing a peak rate of change in fiscal policy, equity inflows, Fed balance sheet growth, sentiment and financial leverage. Such peaks have often coincided with setbacks in equity markets, says MS & Co. CIO Mike Wilson:

High valuations and higher interest rates should limit 2021 upside in the S&P

Tomorrow is 529 Day! With a 529 plan you can invest in your child’s future and maximize education savings. Let's work together to keep you on track with your education goals.

It’s never too late to start incorporating tax-efficient strategies into your longer-term wealth plan. Here are a few strategies you should know.

Establishing a tax management strategy for your portfolio can help you keep more of your returns.

Markets are surging just as earnings may have peaked

Putting young adults on a path to lifelong financial wellness means helping them gain experience managing money responsibly. Be the role model within your family. Use these resources to help you build, teach and model good financial behaviors.

About a third of American households file their own taxes. If you’re part of this group, consider these tips to be even more efficient as the filing deadline approaches.

Financial literacy means being empowered with the knowledge to make smart financial decisions during every stage of your life. Let’s discuss how I can help:

Want your girl to be financially literate and succeed in life? It starts with asking questions. We teamed up with Girl Scouts USA to celebrate Financial Literacy Awareness Month.

Inflation is the key to the secular bull market for stocks and secular bear market for bonds. The shift in policy from monetary to fiscal dominance is a significant change that may have big implications. Here's why:

While you may see me as your trusted Financial Advisor for your investment needs, you may not realize all the other ways I can help you reach your goals. Let’s set up some time to discuss.

Are you considering giving to charity during the holidays? A donor advised fund allows you to donate in an easy, tax-advantaged way without feeling rushed into a decision about which charities to support before year-end.

MS & Co. CIO Mike Wilson believes we should remain bullish long term due to improving economic data and positive earnings revisions, which support his expectations for a V-Shaped recovery. Learn more.

Creating a budget and sticking to it can be difficult, but it doesn’t have to be. Learn how our Spending and Budgeting tool can help. We can use it together.

While there is near-term risk of a pullback, CIO Mike Wilson sees a 10% gain for the S&P 500 in 2021. See why in On the Markets:

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

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.