Cherice Dawkins on LinkedIn: Your Mid-Year Financial Planning Checklist | Morgan Stanley (2024)

How should you position your portfolio ahead of Fed rate cuts? Let's discuss what strategies make the most sense for you. Learn more here.

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Morgan Stanley is proud to be the Presenting Sponsor of the ESPN series, "In the Arena: Serena Williams." Check it out on ESPN+.

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Your company stock positions can boost your portfolio, but it may be time to discuss tax-efficient ways to diversify if you have an oversized stake. Listen to this episode of What Should I Do With My Money? and let me know if you'd like to explore the strategies my colleague presents.https://lnkd.in/erwPbSfV

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When will AI live up to the hype? How fast will the Fed cut rates? Check out the latest market commentary for insights and let's discuss implications for your portfolio.

Your financial plan is key to achieving your goals, especially when market drops knock you off pace. Let's discuss how we can develop a plan that keeps you on track.

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How could the General Election impact the markets, the economy, taxes and your portfolio? Join us on July 31st for a conversation with Morgan Stanley's Michael J. Stein, Global Head of Government Relations, and Monica Guerra, Head of U.S. Public Policy, for their perspectives. Register here:https://lnkd.in/gA6nTxkc

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

Your financial objectives are unique to you. Let's create a tailored investment strategy that aligns with your goals. Reach out to me for a chat.

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After a summer of record-setting by the S&P 500 Index, gains have faded for big tech stocks. How should you position your portfolio? Let's connect.