The Tucker/Alcon Group at Morgan Stanley

The Goals Planning System (GPS) is an integrated planning tool developed by Morgan Stanley that utilizes the firm's intellectual resources and capabilities. It is designed as an intuitive and efficient platform to swiftly evaluate if a client is progressing towards their financial objectives.

The Portfolio Risk Platform, powered by Aladdin, integrates the leading risk analytics engine into Morgan Stanley Wealth Management's platform to improve the quality, transparency, and efficiency of the end-to-end risk management processes for the firm and our clients. It enables detailed monitoring and management of risk, providing both an overarching view and in-depth insights to facilitate effective risk management strategies.

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.

One way to manage savings is by using Morgan Stanley's Spending & Budgeting tool. This tool helps 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.

Safeguarding your assets and personal information is paramount to us. 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.

Do you pay as much attention to protecting the security of your phone as your computer? You should because your phone is a gateway to your financial, social media, email and other personal accounts. Fraudsters are continually devising new schemes to take control of your phone to perpetrate identity theft and fraud—and if they succeed, the damage can be significant.

Cryptocurrency is attracting quite a bit of attention lately—including from cybercriminals. Learn more about this digital currency, as well as some popular scams that are being perpetrated by fraudsters.

From robocalls to computer viruses, online dating scams to social security fraud, criminals use a wide variety of tactics to try to target older adults. Learn how to steer clear of their schemes.

Naturally, vacations are a time to forget about your daily responsibilities and worries. But letting your guard down with your cybersecurity can lead to a disrupted vacation—and long-term headaches, too. So, whether your travel plans include a beach vacation with your family, a romantic getaway to Europe or city escapades with friends, use these tips to help protect your cybersecurity while you're away from home.

At Morgan Stanley, we have controls and processes in place that offer fraud protection to our clients and our infrastructure. This resource is intended to help users enhance those processes to further protect themselves from cyber threats.

Many of us face money worries. You may be able to get advice and education from an unexpected source—learn how you can get help with your financial problems.

As the population grows older, different needs are created for retirees. Learn how to make your money last if your retirement lasts longer than expected.

A former single mother couldn't afford to save or invest in her 20s and 30s and feels like she's behind. Now that she's built a high-earning consulting business, can she make up for lost time to invest for her family's future? In this episode of What Should I Do With My Money?, listen in as Sarah, a Financial Advisor at Morgan Stanley, gives our guest approachable steps towards managing her finances.

As retirement approaches, you'll want to have a clear understanding of what your financial needs are and if there's room for improvement. Find out more about the proper steps to take with your finances leading up to retirement.

Health care costs are rising—especially for retirees, and many will need long-term care. Learn the moves you can make to help prepare yourself.

What does financial freedom mean to you? For some, it is synonymous with financial security. But, for others, the definition of financial freedom goes beyond money to include living with purpose, cultivating a healthy mind and spirit or being able to pursue their dreams without fear of the unknown or unexpected.

Morgan Stanley Online provides clients with secure, 24/7 access to manage their investments and everyday finances, offering features like real-time account monitoring, online trading, and digital document storage.

Experience a holistic view of your financial landscape by integrating both your Morgan Stanley and external accounts, enhancing strategic planning and personalized advice.

The Global Investment Office (GIO) at Morgan Stanley is a comprehensive resource dedicated to providing investment solutions and strategic advice. With a focus on portfolio construction, market research, and investment strategy, the GIO supports clients by offering best-in-class resources and expert guidance to help navigate complex market landscapes and achieve investment goals.

Safeguarding your assets and personal information is essential. 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.