Roman Yakubov, Financial Advisor at Morgan Stanley

Is retirement account sprawl ruining your ability to see a true picture of your investment performance? Let's talk about what you can do to take back control.

With diversification as important as ever, we explore a variety of sectors, including credit, venture capital and crypto. Find out more in our latest On the Markets.

As you consider financial gifts to children or other family members, you may also want to consider how you would like it to be used. Contact me for help assessing your overall estate and exploring gifting and financial education options.

Has COVID-19 became the ultimate catalyst for connectivity acceleration? Watch as Verizon CEO Hans Vestberg sits down with Morgan Stanley to discuss the future of connectivity.

Picture your retirement. Are you traveling? Making home improvements? Whatever you want to do, you’ll need a plan. Let’s talk about ways I can help you achieve the retirement you envision.

How will you make a difference? As we celebrate Earth Day, let’s talk about four ways you can take action to mitigate climate change through your investments.

You’ve probably heard of cyber terms like clickjacking, firewalls, and zero-day attacks. But do you really know what they mean? Our guide breaks down these and other common cybersecurity jargon.

Not sure where all your financial assets are or what your net worth is? Your accounts may be too spread out. Let’s discuss simplifying your life by consolidating your accounts.

MS & Co. CIO Mike Wilson discusses the implications of high inflation in the food and energy sectors. Learn more:

Investors don’t need to choose between energy security and the transition to clean energy. Here’s why both themes matter.

The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan.

It's no longer a question of whether the economy can recover but how long growth will continue. Here's why this recovery could be very different from post-2008.

With six months into the year, now is a great opportunity for a mid-year financial checkup. See if the amount you’re saving and investing is on pace with the money you’ll need to retire. Find out more here:

Preparing for a rainy day is critical to meeting your financial goals. Let’s talk about how I can help you prepare your portfolio with our Portfolio Risk Platform.

Taking steps to lessen the amount that taxes take out of your retirement portfolio can help you keep more of your nest egg. Here’s how:

This World Elder Abuse Awareness Day, let’s discuss ways to help keep you and your loved ones protected against fraud and identity theft.