CCunninghamMS's profile picture. Senior Portfolio Management Director
Managing Director, Wealth Management
Wealth Advisor
For information, visit my website. NMLS # 1265049

Craig Cunningham

@CCunninghamMS

Senior Portfolio Management Director Managing Director, Wealth Management Wealth Advisor For information, visit my website. NMLS # 1265049

We want to take a moment to extend our wishes to you and your loved ones. It has been a pleasure working with you this year, and we are grateful for the confidence you have in the Southwest Legacy Group. Wishing you a wonderful holiday season and prosperous New Year!

CCunninghamMS's tweet image. We want to take a moment to extend our wishes to you and your loved ones. It has been a pleasure working with you this year, and we are grateful for the confidence you have in the Southwest Legacy Group. Wishing you a wonderful holiday season and prosperous New Year!

Preparing for the unexpected is a key aspect of financial planning. Let's discuss how a custom life insurance policy can help protect your family. livesocial.seismic.com/tDRio5


Today, we celebrate every worker's dedication and effort. Happy Labor Day!

CCunninghamMS's tweet image. Today, we celebrate every worker's dedication and effort. Happy Labor Day!

Morgan Stanley clients with eligible brokerage accounts can earn up to 4.89% Annual Percentage Yield with a new Money CD, ranging from 3 to 11-months. Learn more and contact me to take advantage of this competitive CD offer. livesocial.seismic.com/tf5mSU

CCunninghamMS's tweet image. Morgan Stanley clients with eligible brokerage accounts can earn up to 4.89% Annual Percentage Yield with a new Money CD, ranging from 3 to 11-months. Learn more and contact me to take advantage of this competitive CD offer. livesocial.seismic.com/tf5mSU

Tax policy changes could be on the horizon with the 2024 election. Here are answers to key questions you may have. livesocial.seismic.com/tosPPh


Critical to the soft-landing thesis is a resilient labor market. While there's reason to be optimistic about jobs, investors should stay cautious amid mixed data and ambitious earnings outlooks. livesocial.seismic.com/tSWRYK


Paying down student debt while saving for your child's education can be challenging, but you have options. Let's explore them together. livesocial.seismic.com/tqruzs


Election years often bring market volatility and 2024 may be an especially bumpy ride. Let's discuss what that could mean for you. livesocial.seismic.com/tRq9HD

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Election 2024: What Do the Markets Say? | Morgan Stanley

morganstanley.com


Despite the shakeup in the presidential race, not much has changed for investors planning for the next few months. Learn more from Morgan Stanley Research. livesocial.seismic.com/tjEkQ0


Travel? Volunteering? Exploring new hobbies? Whatever your pursuits may be in retirement, it's essential to plan ahead for your spending needs. Let's talk about strategies to help keep you on track. livesocial.seismic.com/tOVVr3


The federal lifetime gift and estate tax exemption could halve in 2026. For some, early gifting could be a beneficial strategy. Let me know if you'd like to learn more. livesocial.seismic.com/t1iwpB

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Protecting Your Estate From Future Transfer Taxes

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Tired of managing multiple accounts? Discover how consolidation can help you combat 'account sprawl' and simplify your financial journey. livesocial.seismic.com/tvlBYx


Pet industry spending is set to reach $261 billion by 2030, according to Morgan Stanley Research. See what it means for investors. livesocial.seismic.com/tnBJZ9

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The Pet Industry Has Plenty of Lives Left

morganstanley.com


Want to raise financially savvy kids? Start by teaching them about budgeting, saving, and investing. Let's empower the next generation together. Contact me for more tips. livesocial.seismic.com/tsvZDf

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A Parent's Guide to Talking to Your Kids About Money

morganstanley.com


As the 2024 U.S. election approaches, potential policy changes on taxes and tariffs could impact your portfolio. Read the latest market commentary and let's connect. livesocial.seismic.com/tz_AFb


Have you reviewed your retirement plan or asset allocation lately? Now is a great time to discuss these and other aspects of your financial plan. Let's connect. livesocial.seismic.com/txbF3w


Heading into the second half of 2024, the "Magnificent 7" stocks' earnings growth could start to normalize. On CNBC, Morgan Stanley Wealth Management's Lisa Shalett explains why—and how to position defensively. [Disclosures: mgstn.ly/3RHWoDt] livesocial.seismic.com/t33xLD

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Morgan Stanley's Lisa Shalett: The defensive position should include broadening beyond Mag 7

cnbc.com


Wishing everyone a wonderful Fourth of July full of fun and fireworks!

CCunninghamMS's tweet image. Wishing everyone a wonderful Fourth of July full of fun and fireworks!

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