
Jason Sanders, CPM®, C(k)P®
Senior Vice President, Wealth Management,
Financial Advisor,
Senior Portfolio Management Director,
Workplace Advisor – Equity Compensation
From My Desk
These are my most recent updates and posts.
To Manage Risks, You Have to See Them First
What if you had a resource that could show you where your exposures lie and how they might impact returns?
Making the Most of Your Retirement Savings
Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy.
AI Brain Implant Shows Breakthrough Potential
The development of brain-computer interfaces takes a leap forward, though scale and commercialization remain a distant possibility.
Gold vs Silver: 4 Key Differences You Should Know
Here are four key differences between gold and silver and how you can gain exposure to each in your portfolio.
Building a Family Enterprise That Lasts
Successful family businesses establish a shared mission and succession plan to endure for generations to come.
Five Reasons DIY Investors Choose Morgan Stanley Financial Advisors
You?ve done well managing your own investments so far. Expert financial advice can help you go further.
5 Things You May Not Know About 529s (But Should)
They're tax friendly, flexible, and available to anyone. Yet, 529 education savings plans are still underused. Here are five things that parents, grandparents and anyone hoping to get a leg up on college costs need to know.
5 Steps to Create a Budget
Your everyday spending can affect your longer-term goals. Follow these five steps to spend smartly now?so you can reach your goals later.
2025 Midyear Economic Outlook: A Widespread Deceleration
Global growth is likely to slow in 2025 and 2026 as the shock of higher U.S. tariffs crimps demand around the world.
The Robots are Coming
Adam Jonas, Morgan Stanley's Head of Global Autos and Shared Mobility Research, discusses the fast transition of artificial intelligence into the physical world in the form of humanoid robots.
Promoting Healthy Longevity
As the global population gets older and lives longer, food plays an important role in healthy longevity?offering opportunities for companies that support wellbeing.
6 Financially Smart Ways to Start 2025
Heading into 2025, it's time to take stock of your budget, debt and investments?and check them against your financial goals. These six steps can get you started.
Top 5 Mistakes Investors Make in Volatile Markets
Whether it is panic selling, hiding out in cash, or trading frantically during volatile markets, investors tend to make several mistakes that can hurt them long-term. Know how to spot?and avoid?the most common bad behaviors.
What's the Difference Between Saving and Investing?
Many people use the terms 'saving' and 'investing' interchangeably. While these two concepts are related, they aren't exactly equal.
Tax-Loss Harvesting Can Work Year-Round for Investors?Here's How
What is tax-loss harvesting exactly, and how do some investors use it to opportunistically reduce their tax bills?
You're Ready for Retirement. Is Your Portfolio?
Market volatility and longevity may be two of the biggest risks to your retirement. Learn how annuities can potentially help bolster your retirement income strategy.
What to Do If You Are Off Track on Your Goals
Don't worry if your financial goals look out of reach now based on what you've saved. There are ways to adjust course that are easier than you may think.
What's it like to work with a Morgan Stanley Financial Advisor
Investing can be complicated. Choosing a Financial Advisor shouldn't be.
Donor Advised Funds: A Smart Way to Manage Your Giving
There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.
Six Steps to Creating an Emergency Fund
Having an emergency fund for unplanned expenses can save you from a bad situation. Here's how to create and prioritize one.
Tax-Smart Ways to Sell Securities
Realizing profits seems like the best part of investing, but taxes can add up. Our new analytics tool can help investors tap their portfolios in tax-savvy ways.
A Simple Six-Step Retirement Checkup
Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.
4 Financially Smart Ways to Take Money Out of Retirement Accounts
Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.
Ready to start a conversation? Contact Jason Sanders today.
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Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)