Scarlet N. Kelso, Financial Advisor at Morgan Stanley

Scarlet N. Kelso, Financial Advisor at Morgan Stanley
morganstanley.com

Your Life, Your Wealth: Planning for a New Tomorrow | Morgan Stanley

As the world reopens, you may want to think about revisiting your financial plan. Get started by answering these key questions:

morganstanley.com As we all begin to look to the future, remember to take stock of what’s important. The ideas here can help you organize your financial life, prepare for the unexpected and stay focused on what truly matters to you and your family long term.

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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley

Stocks rally as second quarter earnings season kicks off. Read more in the 1% Move report:

morganstanley.com Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

Generating Retirement Income in Volatile Markets | Morgan Stanley

Cutting back on retirement withdrawals when markets are down can help control risk and preserve income. Learn more:

These strategies can protect retirement income when your portfolio is under pressure.

players.brightcove.net

These disruptive times have put a spotlight on public health, inequality and the environment. Morgan Stanley’s Investing with Impact Platform can help you focus your investments on companies that directly contribute to finding solutions that address these and other sustainability concerns.

players.brightcove.net

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Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley

The new July 15th Tax Day is around the corner. Visit our online tax hub to make sure you’ve checked all your tax-prep boxes for 2020.

morganstanley.com Tax planning is important. Explore our Tax Solutions & Services hub to see how you can incorporate tax efficient strategies into your wealth plan.

morganstanley.com

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley

Stocks rally to end the week as NASDAQ closes at another all-time high. Read more in the 1% Move report:

morganstanley.com Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

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Tips to Prepare for Tax Day | Morgan Stanley

Tax time doesn't have to mean stress time. There are steps you can take this tax season that may help you save time. If you're trying to create a strategy for your taxes, start here:

morganstanley.com Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.

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Senior Identity Theft, Fraud and Cybercrime | Morgan Stanley

In uncertain times, cybercriminals may seek to exploit our increased reliance on digital tools to stay connected. Follow these tips to help you or your senior loved ones avoid scams and stay safe online.

morganstanley.com Criminals financially exploit some 5 million seniors every year. These tips can help you or your older loved-ones stay safe.

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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley

US markets reverse course Tuesday afternoon as S&P 500 snaps five-day streak of gains. Read more in the 1% Move report:

morganstanley.com Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

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Morgan Stanley Goals Planning System | Morgan Stanley

Through market ups and downs, it can be comforting to know you have a plan in place to help navigate the pitfalls and help stay on track with your long-term goals.

morganstanley.com Our investment goal setting platform is built on Morgan Stanley’s intellectual capital and financial planning capabilities to provide you with comprehensive investing solutions for your personal finance objectives.

morganstanley.com

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley

S&P 500 rallies for a fifth straight session marking the index's longest positive streak of 2020. Read more in the 1% Move report.

morganstanley.com Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

Wishing you a very Happy Fourth of July!

How to Fine-Tune Your Swing

Sticking to a financial strategy that is tailored to your personal goals is more important now more than ever. Watch Justin Rose demonstrate his strategy for making his personal swing world class. Try out his tip at home.

Justin Rose shares his pro-golf tips on how to fine-tune your swing in this tutorial video. Find out more here: https://mgstn.ly/3350yLl

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Morgan Stanley Goals Planning System | Morgan Stanley

When markets get choppy it helps to have a plan in place to help keep you on track. We can work with you to identify your goals and tailor a plan that is flexible enough to grow with your family as things change. Learn more:

morganstanley.com Our investment goal setting platform is built on Morgan Stanley’s intellectual capital and financial planning capabilities to provide you with comprehensive investing solutions for your personal finance objectives.

Generating Retirement Income in Volatile Markets | Morgan Stanley

We’ve identified some strategies that may allow you to participate in market upside while reducing risk. Learn more:

These strategies can protect retirement income when your portfolio is under pressure.

Generating Retirement Income in Volatile Markets | Morgan Stanley

Cutting back on retirement withdrawals when markets are down can help control risk and preserve income. Wealth Management Senior Investment Strategist Dan Hunt explains:

These strategies can protect retirement income when your portfolio is under pressure.

morganstanley.com

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley

Stocks close out second quarter on positive note as S&P rallies for second straight day. Read more in the 1% Move report:

morganstanley.com Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

morganstanley.com

Europe Navigates the Coronavirus | Morgan Stanley

Europe’s response to the coronavirus pandemic—both in managing the outbreak and in policy response—has been strong. Here’s what it means for asset classes in the region.

morganstanley.com Europe’s response to the coronavirus pandemic—both in managing the outbreak and in policy response—has been strong. Here’s what it means for asset classes in the region.

morganstanley.com

Cybersecurity in a Time of Uncertainty | Morgan Stanley

Some aspects of our "new normal"—such as a greater emphasis on working from home—may be here to stay. This creates new vulnerabilities for cybercriminals to exploit. Learn what scams to look out for:

morganstanley.com As more people rely on technology to stay connected, cybercriminals are exploiting new opportunities to access sensitive data. Here are some common scams to avoid.

morganstanley.com

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley

Record surge in pending home sales helps send stocks higher on Monday. Read more in the 1% Move report:

morganstanley.com Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

Hurricane season is coming and states struggling to manage COVID-19 cases may be vulnerable to fiscal pressures as they reopen while the threat of catastrophic weather is rising. Learn more in “Geo-Markets US Policy Pulse: Not Your Average Natural Disaster.” DM me for a copy.

morganstanley.com

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley

Stocks fall sharply to end the week as S&P 500 trades back near 3,000. Read more in the 1% Move report:

morganstanley.com Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

morganstanley.com

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley

Stocks rebound on Thursday as Financials lead market higher ahead of bank stress test results. Read more in the 1% Move report:

morganstanley.com Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

morganstanley.com

Mobile & Online Wealth Management | Morgan Stanley

Closing on your new dream home and need to transfer funds securely? Quickly approve transactions from anywhere with eAuthorizations on the Morgan Stanley App.

morganstanley.com Learn how to access your financial accounts with Morgan Stanley Online and the Morgan Stanley Wealth Management Mobile App. Stay informed about your investments, manage your money with bill pay and budgeting tools, view your total wealth and more.

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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley

Sharp sell-off on Wednesday snaps NASDAQ's 8-day win streak. Read more in the 1% Move report:

morganstanley.com Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

morganstanley.com

Is Your Portfolio Ready for Your Retirement? | Morgan Stanley

Worried about generating consistent retirement income during turbulent markets? Consider these approaches:

morganstanley.com An uncertain market can influence your decision on when to retire. Learn how to help protect your nest egg.

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Morgan Stanley Goals Planning System | Morgan Stanley

During these times of uncertainty, it is important to maintain a focus on your long-term goals. We can work together to build a customized plan to help you reach these goals whether they include retirement savings, future education costs or more.

morganstanley.com Our investment goal setting platform is built on Morgan Stanley’s intellectual capital and financial planning capabilities to provide you with comprehensive investing solutions for your personal finance objectives.

Happy Father's Day to all the great dads out there.

Summer is officially here! What are you favorite summertime traditions?

morganstanley.com

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley

Strong retail sales data sends S&P 500 higher for a third straight session. Read more in the 1% Move report:

morganstanley.com Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

Generating Retirement Income in Volatile Markets | Morgan Stanley

Worried about generating consistent retirement income during turbulent markets? Wealth Management Senior Investment Strategist Dan Hunt shares some approaches:

These strategies can protect retirement income when your portfolio is under pressure.

morganstanley.com

Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley

The new July 15th Tax Day is around the corner. Visit our online tax hub to make sure you’ve checked all your tax-prep boxes for 2020.

morganstanley.com Tax planning is important. Explore our Tax Solutions & Services hub to see how you can incorporate tax efficient strategies into your wealth plan.

Timeline Photos

Timeline Photos

morganstanley.com

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley

S&P 500 snaps three-day losing streak as Friday's relief rally sees index hold above 3,000. Read more in the 1% Move report:

morganstanley.com Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

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Vyto Simaitis- State Farm Agent Vyto Simaitis- State Farm Agent
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auto, home, bank, life

Brad Patshkowski - Your Friend in Mortgage Brad Patshkowski - Your Friend in Mortgage
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David Beverly - Northwestern Mutual David Beverly - Northwestern Mutual
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A Texas transplant to the city of Coeur d'Alene, I help my clients identify their most important lifetime goals and take intentional steps to achieve those goals.

Numerica Credit Union Numerica Credit Union
465 W Bosanko
Coeur D'Alene, 83815

A local credit union, helping our members and community live well. #lifemoveslivewell

Scott Olson Loan Officer NMLS #843841 Scott Olson Loan Officer NMLS #843841
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Heritage Home Loans is a division of Mann Mortgage LLC NMLS #2550. This ad is not from HUD, VA, or FHA and was not reviewed or approved by any government agencies.

Christopher Eisenacher- Northwestern Mutual Christopher Eisenacher- Northwestern Mutual
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I enjoy networking and driving people's financial goals forward.

Edward Jones - Financial Advisor: Jesse Applehans AAMS Edward Jones - Financial Advisor: Jesse Applehans AAMS
1875 North Lakewood Dr. Suite 202
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Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

bankcda bankcda
912 Northwest Blvd
Coeur D'Alene, 83814

Welcome to the bankcda community! Before joining the conversation, please review our "Rules of Engagement" Note. bankcda was formed in 2001 after forty founders with diverse professional backgrounds joined to establish Member FDIC. Equal Housing Lender.

Farmers Insurance, Robert Mylroie Agency Farmers Insurance, Robert Mylroie Agency
2433 N Government Way
Coeur D'Alene, 83814

Located in beautiful Coeur d’ Alene, Idaho just around the corner of Appleway and Government, you can find my office staffed with 3 licensed agents and an assistant eager to help you with your insurance needs.

Wroe Marketing Concepts Wroe Marketing Concepts
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A Marketing & Communications solutions center for the financial industry as well as the sports, fitness and wellness industries.

Armstrong Insurance Agency Armstrong Insurance Agency
1044 Northwest Blvd Ste 111
Coeur D'Alene, 83814

We are a family operated insurance brokerage that offers auto, home, life, and business policies. We represent the following companies; Safeco, Allied, Travelers, Progressive, Hartford, and many more. We do the shopping and make switching easy.

Landers Insurance Landers Insurance
1424 E Sherman Ave, # 400
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The Best Independent Insurance Agency www.LandersIns.com