Ken Baer, Wealth Advisor at Morgan Stanley
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Locality: Melville, New York
Phone: +1 631-755-1615
Address: 58 South Service Road, Suite 400 11747 Melville, NY, US
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Want your girl to be financially literate and succeed in life? It starts with asking questions. We teamed up with Girl Scouts USA to celebrate Financial Literacy Awareness Month.
Yields lower, stocks higher as S&P 500 rallied to yet another all-time high. Read more in the 1% Move report:
On April 15, 1947, Jackie Robinson broke the color barrier in professional sports by becoming the first African-American player in Major League Baseball. Join us as we celebrate Jackie Robinson Day, commemorating his various contributions to the sports world and beyond. #JackieRobinsonDay
While you may see me as your trusted Financial Advisor for your investment needs, you may not realize all the other ways I can help you reach your goals. Let’s set up some time to discuss.
Invest in your future and contribute to your IRA today on Morgan Stanley Online. You have until May 17 to make a contribution for tax year 2020 (if eligible). Don’t miss out!
Financial literacy means being empowered with the knowledge to make smart financial decisions during every stage of your life. Let’s discuss how I can help:
Figuring out the amount of risk you’re taking across multiple accounts can be a real pain. Morgan Stanley’s award-winning Portfolio Risk Platform can help provide a holistic view into the risk of all your accounts. Learn more.
S&P 500 rallies for a third consecutive session as strong economic data sends index to new highs. Read more in the 1% Move report:
Beyond risk and return, today’s investors want to understand the social and environmental impact of their investments. See how Morgan Stanley IQ helps our clients do just that.
S&P 500 crosses 4,000 for first time in history as markets kick off Q2 on strong note. Read more in the 1% Move report:
Late Friday afternoon surge sends the S&P 500 higher on the week. Read more in the 1% Move report:
Tax fraud schemes topped $2.3 billion last year, according to the IRS. Learn about tax fraud prevention tips and warning signs, as well as what steps to take if you’re a victim.
Tax year 2020 isn’t done until you file your returns in 2021. As you prepare to file your income tax returns, review our checklist and resources for helpful tips and reminders: https://mgstn.ly/3vhwdGT
US stocks move lower on the first trading day of 2021. Read more in the 1% Move report:
Want to get a handle on your finances in 2021? These six financial resolutions can help you get back on track and make progress toward your goals after a challenging year.
Navigating the professional playing field as an entry-level employee is tough, especially while many are still working virtually. Learn what my Morgan Stanley colleagues had to share with a group of students recently around taking steps from college to career.
While there is near-term risk of a pullback, CIO Mike Wilson sees a 10% gain for the S&P 500 in 2021. See why in On the Markets:
Wishing everyone a happy and healthy New Year!
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