Bruce Addison
@BruceAddisonMS
Financial Advisor at Morgan Stanley. Senior Portfolio Manager. For more information see my website. NMLS ID: 1395610 CA Insurance License#: 0C07327
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Saving for retirement? Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Check out this article for some tax-efficient retirement planning strategies. mgstn.ly/3Ru825y
Planning an international trip? Here are a few money tips to help you enjoy your travels and save yourself time, money, and headaches. mgstn.ly/3Y9Dnfk
I had a great time last week as my kids Tucker, Kendall, and Cole came to visit me for a late Father's Day celebration. Here we are together after one of my shows! #FathersDay #Family
Morgan Stanley clients with eligible brokerage accounts can earn 4.60% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. morganstanley.com/campaigns/weal…
Morgan Stanley clients with eligible brokerage accounts can earn 4.25% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. morganstanley.com/campaigns/weal…
In celebration of National Spouses Day, I wanted to share this picture of my amazing wife, Sally, and I. Here's to celebrating many more with you! #NationalSpousesDay
Morgan Stanley clients with eligible brokerage accounts can earn 4.00% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. mgstn.ly/3X0XKtb
As we look towards the new year, consider these ways to support the people and causes you value. mgstn.ly/3AjcOJI
Did you know many long-term care costs are not covered by Medicare? Learn what options you have to help control your financial exposure to uncovered care costs. Please connect with me if you have any questions or would like to discuss further. hearsay.social/3Aiebsr
Financial abuse of older citizens is one of the most common crimes in the U.S. But there are ways to protect you or your loved ones from scams. hearsay.social/3TzSY4s
With the U.S. midterm election fast-approaching, how could the potential outcomes affect equity markets and sectors? Visit my website and let’s discuss implications for your portfolio. advisor.morganstanley.com/bruce.addison hearsay.social/3Spa17X
In a volatile market like the current one, it's easy to let emotions get in the way. Staying invested through cycles could provide greater opportunity. Learn more here: mgstn.ly/3RlgHDT
A key strategy for boosting long-term returns—which may not necessarily add risk—is being smart about tax efficiency. Here’s how. hearsay.social/3E9NEjL
Happy Labor Day weekend, everyone! I hope everyone has a safe and enjoyable weekend with family and friends.
Planning for retirement isn’t over once you’ve stopped working. Here are five common mistakes people make in retirement—and how to avoid them. hearsay.social/3Azj68V
Our new 2.15% Annual Percentage Yield offer from Morgan Stanley’s Preferred Savings Program for qualifying cash helps you make the most of your cash. Learn more and get in touch to take advantage of this great rate for eligible clients. mgstn.ly/3b8zbbs
As markets grapple with pricing in inflation, central bank rate hikes, and slowing growth, can the recent S&P 500 rally help investors gauge what may happen next for equities? hearsay.social/3S4Wwvt
Morgan Stanley’s research team says there’s more at stake during the 2022 midterms than many investors realize. Here’s what you need to know. hearsay.social/3PvHz3U
While stocks have recently rallied, the strength of the U.S. dollar has risen sharply over the past year, presenting a major potential headwind for equities in the coming earnings season. hearsay.social/3uITjaM
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