Home » New Year Financial Tips: Help Meet Goals

New Year Financial Tips: Help Meet Goals

by UNN Feed

Footnotes:

1 Soomin Ryu, Lu Fan, “The Relationship Between Financial Worries and Psychological Distress Among U.S. Adults,” Feb. 1, 2022.

2 Morgan Stanley Research, “2024 US Economic Outlook: Slowing Growth, Easing Policy,” November 12, 2023

Disclosures:

This article has been prepared without consideration of an individual’s investment objectives, risk tolerance or financial circumstances. The products and services highlighted are ideas only. Before a Financial Advisor makes a recommendation of any of these suggested ideas, the Financial Advisor must (i) have a reasonable basis for such a recommendation, (ii) take into account the client’s essential facts to ensure it is appropriate for the client and (iii) urge clients to consult their personal tax and/or legal advisor to learn about any potential tax implications that may result from acting on a particular recommendation. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

Asset Allocation does not assure a profit or protect against loss in declining financial markets.

Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

Insurance products are offered in conjunction with Morgan Stanley Smith Barney…

Read the full article here

Have information to send to Urban New Now? Contact our reporters. Advertising inquiries? Contact us. Opinions? Email us.

You may also like

About Us

Urban News Now is your number one website for the latest news affecting the Black community. Follow us now to get the news and updates that matters to you.

Feature Articles

Subscribe to our newsletter to get the latest news and updates. Let's stay updated!

Copyright © 2023 Urban News Now – All Right Reserved

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More