Ayanna Fears, QPFC

LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs.

Fill out the questionnaire to get started talking with us about creating a personalized strategy for your long-term goals.

Building wealth is a means to an end. Taxes can eat up a significant portion of your assets upon withdrawal. Therefore, it's vital to look at your entire portfolio and coordinate liquidation to help reduce the impact of taxes and potentially improve investment results.

The decisions your make today can help you save for years to come. Use the resources found in the link below to help get started.

There's a chance your portfolio may be at risk, but how you manage that risk is what matters.

Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.

One way to manage savings is by using Morgan Stanley's Spending and Budgeting tool. These tools help advisors monitor client cash flows across both internal and external accounts. It also tracks spending patterns and produces an income and expense analysis to help clients achieve their goals by adjusting their spending behavior when necessary.

Estate planning is the process of making arrangements to pass down wealth and assets after a person's death. Creating an estate plan early is crucial as it ensures that your wishes are precisely reflected in your estate plan. Proper estate planning gives careful consideration to your future plans, preferences and goals.

Ultra-high net worth individuals and families often have unique and complex planning needs. Here at Morgan Stanley, we have a variety of Family Office Resources that can assist our family office clients in assessing and coming up with solutions to their goals; no matter how complex they may be.

Earning a living in the entertainment industry is completely different from other professions. It can mean short timeframes of income and big swings in earnings. Which means you're going to have to take a drastically different approach to your savings.

Entertainers have been inking endorsement deals that include equity compensation. Here's what to consider when determining whether this approach makes sense for you.

Shining in the spotlight requires fearlessness, but staying there takes planning. One bad break can end a career overnight. Check out our insights and protect your future with the right insurance.

For many hustling to the top, relocating is all part of the dream. But in reality, it's part of the grind, too. There are countless details to figure out. And from a financial standpoint, it's a whole new ball game: from juggling different living costs to weighing new state tax hurdles.

Achieving stardom at an early age is the dream of many child entertainers and their parents. But with fame comes a fortune that parents must properly manage. Coogan Accounts may play a key role.

Recording artists are tapping their catalogs for cash as the market for investible music rights grows. What should musicians know about the benefits and drawbacks?

When you own company equity, you become a shareholder in your company. Equity programs vary widely, so it's important to understand the details and how it fits into your financial plan.

Employee Stock Options (ESO) gives an employee the right to purchase company shares at a fixed, predetermined price. Typically, ESOs have a vesting period, which refers to a period of time the employee must remain with the company to be able to exercise the options.

Another form of equity compensation, RSUs represent a promise by the company to issue shares of stock to an employee. The employee receives a number of units that represent the right to receive shares at a specified point in the future, and they tend to vest over a period of time.

Certain companies allow employees to purchase company stock at a discounted price. They are typically purchased through payroll deductions, in which employees can contribute a portion of their pay to purchase company stock. There are also qualified or non-qualified ESPPs, which possess different tax treatment.

Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.

Total Wealth View allows you and your advisor to view the complete financial picture of your investments to identify opportunities or risks across all your accounts. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.

Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.

Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.

Safeguarding your assets and personal information is paramount to us here at Morgan Stanley. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.

Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.

Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.

The Internal Revenue Service (IRS) has released adjustments to tax brackets for 2024, adding thousands of dollars to most marginal tax brackets, and potentially protecting more of your income from taxes next year.