Kui Du, CFP®, CIMA®

You have several choices for what to do with your qualified retirement plan when you leave a job. Deciding among them is an important step in managing your retirement savings over time.

Your everyday spending can affect your longer-term goals. Follow these five steps to spend smartly now?so you can reach your goals later.

"When markets are moving sideways or markets are moving downward...that is exactly when you need advice." - Lisa Shalett, Chief Investment Officer, Wealth Management

“When you sell in a down market, you lock in your losses. It’s all about the minimization of the downside.” – Lisa Shalett, Chief Investment Officer of Wealth Management

One of the great advantages we have is access to our colleagues in Morgan Stanley Family Office Resources. These professionals include specialists in areas like philanthropy, estate planning, family governance, and wealth education.

Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.

Though education costs continue to climb, starting to save and invest early can make a difference.

Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

This report provides answers to help you design and maintain the best possible family office for your family’s needs.

Morgan Stanley Online lets you seamlessly and securely manage your investments and everyday finances, all in one place. Access key information, make transfers and trades, see your total wealth--you name it.

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

"We now find that 85% of individual investors are interested in sustainable investing. Among millennials, the interest is even stronger." – Courtney Thompson, Vice President, Global Sustainable Finance

“As we start to manage our technology usage, we could see somewhat of a renaissance era.” – Katy Huberty, Technology Research Analyst

“Sustainable companies tend to think about their growth agenda in a robust way and in a responsible way. And it’s coming out in the numbers.” – Lisa Shalett, Chief Investment Officer of Wealth Management.

“Making the decision around who to align your giving dollars with, takes a great deal of diligence.” Mandell Crawley, Head of Private Wealth Management

Morgan Stanley's Investor Pulse poll highlights that while most investors hold an optimistic outlook - worries about their financial futures remain.

"The space economy is going to grow from around $350B to a base case of approaching $1.1T by 2040.” – Adam Jonas, Global Head of Auto and Shared Mobility

Establishing a tax management strategy for your investments may help you keep more of your returns.

This collection of resources provides highly actionable, jargon-free advice for young investors navigating major life milestones such as starting a new job, getting married, buying a home, and more. Learn More

Episode 1: Planning – Life Insurance Part 1

"The definition of wealth is less about money; it's more about setting values and priorities." - Daniel DiBiasio, Co-Head of Family Office Resources

When saving for retirement, starting early is key. Learn how compound interest can help your savings add up over the years.Watch Now.

Learn about the exclusive offers and benefits available to you by joining Reserved Living & Giving.

Our new platform, Morgan Stanley Goals Planning System, will connect your investment strategy to what matters most to you.

Be more confident about potential risks to your portfolio with the new Morgan Stanley Portfolio Risk Platform. You're in control of your investments while we help you manage potential risks. Reach out to get started.

As we work together to map out a plan that helps achieve your financial goals, our goal is to learn what is important to you. Discover how our goals-based planning process takes into account all of your financial needs to deliver a customized plan.

Bringing you revealing stories about the world of business, finance, technology and beyond.

Justin Rose shares his pro-golf tips on how to be more consistent in this tutorial video.

Justin Rose shares his pro-golf tips on how to escape the bunker in this tutorial video.

Justin Rose shares his pro-golf tips on how to avoid the water hazard in this tutorial video.

Justin Rose shares his pro-golf tips on how to fine tune your swing in this tutorial video.

“I consider myself a toolmaker and I consider C++ a tool. I had to design something that could do things I couldn’t imagine.” – Bjarne Stroustrup, Founder of C++ & Managing Director, Tech Division

An interactive, engaging online education program designed to help the next generation become financially responsible adults. Watch Now.