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Financial Literacy: Your Guide At Any Life Stage | Morgan Stanley

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At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.

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Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals.

At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.

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From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.

At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.

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Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Stay abreast of the latest trends and developments.

At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.

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Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics.

At Morgan Stanley, we lead with exceptional ideas. Across all our businesses, we offer keen insight on today's most critical issues.

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Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. Hear their stories and learn about how they are redefining the terms of success.

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Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

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Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

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Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services.

Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

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We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions.

Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

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We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors.

Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

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We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology.

Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

Sustainable Investing

We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues.

Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

Inclusive & Sustainable Ventures

From our startup lab to our cutting-edge research, we broaden access to capital for entrepreneurs and spotlight their success.

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Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

Core Values

Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

Leadership

Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital can and should benefit all of society.

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

History

From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 90 years.

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

Locations

The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world.

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

Diversity

Morgan Stanley is differentiated by the caliber of our diverse team. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients.

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

Sustainability

Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research.

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

Giving Back

At Morgan Stanley, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan Stanley employees.

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

Technology

As a global financial services firm, Morgan Stanley is committed to technological innovation. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses.

Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.

Sponsorships

At Morgan Stanley, we believe creating a more equitable society begins with investing in access, knowledge and resources to foster potential for all. We are committed to supporting the next generation of leaders and ensuring that they reflect the diversity of the world they inherit.

Careers Careers Students & Graduates Opportunities Experienced Professionals Opportunities Technology Professionals Experienced Financial Advisors

We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.

Students & Graduates

A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley.

We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.

Experienced Professionals

At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. See how you can continue your career journey at Morgan Stanley.

We believe our greatest asset is our people. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Discover who we are and the right opportunity for you.

Experienced Financial Advisors

At Morgan Stanley, our premier brand, robust resources and market leadership can offer you a new opportunity to grow your practice and continue to fulfill on your commitment to deliver tailored wealth management advice that helps your clients reach their financial goals.

Featured Explore Our Culture Careers Yes, You Can Be a Tech Innovator at Morgan Stanley Technology CLEAR Wealth Management Financial Literacy for Any Stage of Your Life Financial literacy means being equipped with the knowledge to help make smart financial decisions during every stage of your life. No matter your current priorities, a strong financial literacy foundation can help you meet your goals. Share This The Fundamentals of Financial Literacy It’s never too early-or too late-to start improving your financial literacy. A great first step is starting or reviewing your budget, savings goals and financial plan.

Wealth Management 5 Ways to Spring-Clean Your Finances A lot can pile up over a year, or just a season. Here are five tips to help you tidy up, declutter and organize your finances this spring. Wealth Management Budgeting Wealth Management 5 Steps to Create a Budget Wealth Management 5 Ways to (Finally) Kickstart Your Financial Plan Solidify Your Financial Foundation

Build upon your personal finance education with topics such as goal setting, introduction to investing, and credit and debit management.

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Build Your Money Management Skills The financial decisions you make early on can set the stage for lifelong financial wellness. You can start by developing effective money habits that can stick with you for a lifetime.

3 Ways to Manage Your Cash More Strategically Two Ways to Invest a Cash Windfall 5 Strategies to Use a Bonus or Raise 3 Smart Money Moves When Traveling Abroad What Should I Do With My Money? A podcast where real people get real answers to their most important money questions from Financial Advisors.

What Should I Do With My Money Podcast The Financial Education I Never Had As a first-generation American, Pradeep wants to help ensure he can give his future family the financial stability he didn’t have growing up. Are his savings sufficient? How can he plan for a growing family and their financial needs? What Should I Do With My Money Podcast Finally Financially Fit at Forty Money was tight for Willow as a single mom in her 20s. Now that she’s a high-earner in her 40s, can she catch up on investing for her family’s future? What Should I Do With My Money Podcast A Savvy DIY Investor Seeks Advice Jacob has confidently and competently managed his own money since he was a young adult and has a healthy skepticism for how a Financial Advisor would add value for him. But as his wealth grows, he tells us “I don’t know what I don’t know.” Listen as Jacob’s conversation with a Financial Advisor sheds light on exactly how he might benefit from experienced outside help. What Should I Do With My Money Podcast Budgeting for a Baby and a Mortgage With a baby on the way, Amanda and Gavin, struggle to plan for all their new expenses. Can they afford to buy a house or will they be stretched too thin? What Should I Do With My Money Podcast Taking Stock of Your Company Stock Your company stock is doing well. Very well. But you’re so concentrated, what if something goes wrong? Listen to discover more. What Should I Do With My Money Podcast Get Your Money Mojo Back Dennis lost big in the 90’s dot com bust, leaving him with serious trust issues around investing. Can he overcome his fear to get on track for a comfortable retirement? What Should I Do With My Money Podcast Saying 'I Do' To A Prenup? Getting married is a personal and financial milestone. The big question on fiancés Natalie and David’s minds if they should sign a prenup. What Should I Do With My Money Podcast The Financial Education I Never Had What Should I Do With My Money Podcast Finally Financially Fit at Forty What Should I Do With My Money Podcast A Savvy DIY Investor Seeks Advice What Should I Do With My Money Podcast Budgeting for a Baby and a Mortgage What Should I Do With My Money Podcast Taking Stock of Your Company Stock What Should I Do With My Money Podcast Get Your Money Mojo Back What Should I Do With My Money Podcast Saying 'I Do' To A Prenup? Find a Financial Advisor, Branch and Private Wealth Advisor near you. Check the background of Our Firm and Investment Professionals on FINRA's Broker/Check.

Enter zipcode Enter Zip Code Go Planning for Your Family and Legacy Planning for your children today can help you set the next generation up for future success, including education and legacy planning.

5 Things You May Not Know About 529s (But Should) Next Generation Gifting Considerations Thinking About Your Legacy? Why You May Need a Trust Estate Planning Essentials: 7 Key Steps Planning for Retirement Whether your ideal retirement age is near or far for you, preparation can help make your dream retirement come true. Learn More

A Simple Six-Step Retirement Checkup 5 Common Myths about Retirement Planning You Work Hard, Make Your 401(k) Plan Work Harder 5 Mistakes to Avoid in Retirement Are You Prepared for Retired Life? 6 Money Moves to Make in the Decade Before Retirement When Should You Take Social Security? 4 Financially Smart Ways to Take Money Out of Retirement Accounts Working with a Financial Advisor Discover how a Morgan Stanley Financial Advisor can help you plan for your future. Getting Started How to Choose a Financial Advisor Your Partner, Every Step of the Way How to start that first conversation with a Financial Advisor Getting Started Investing can be complicated. Choosing a Financial Advisor shouldn’t be. How to Choose a Financial Advisor Whether you need advice or prefer to invest on your own, we have a range of solutions to help meet your needs. Your Partner, Every Step of the Way Morgan Stanley Financial Advisor Quiz

Answer a few questions about yourself, your priorities and your preferences, and we'll show you Financial Advisors that may be a good match for you.

Advisor Match Check the background of our firm and investment professionals on FINRA's BrokerCheck.

Disclosures:

This material has been prepared for informational purposes only. It does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Morgan Stanley Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

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