Philip Horowitz, CFP® @PHorowitzMS

Vice President Financial Advisor at Morgan Stanley NMLS# 1312672 CA Insurance License # 0I02471 For more information, please visit my site. morganstanleyfa.com/philip.horowit… San Mateo, CA Joined January 2013

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Philip Horowitz, CFP® @PHorowitzMS

3 days ago

Shana Tova to all celebrating Rosh Hashanah! May you have a sweet and healthy new year.

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Philip Horowitz, CFP® @PHorowitzMS

2 weeks ago

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 24 years ago.

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Philip Horowitz, CFP® @PHorowitzMS

a month ago

Did you know that, under certain conditions, leftover 529 account assets may be rolled over to a Roth IRA for the designated beneficiary? Check out this article to learn more. livesocial.seismic.com/tCc3Z6

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Philip Horowitz, CFP® @PHorowitzMS

10 months ago

The 2024 Morgan Stanley Reserved Living & Giving Holiday Gift Guide includes special offers for all your gifting needs! Get a head start on holiday shopping with 20% off Tumi, 25% off Therabody, 45% off Cozy Earth, 20% off Bose and more. livesocial.seismic.com/tyahax

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Philip Horowitz, CFP® @PHorowitzMS

10 months ago

Save a trip to the store and just send a gift with Zelle® using your Morgan Stanley Brokerage Account. Get started here: livesocial.seismic.com/tn8bxG

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Philip Horowitz, CFP® @PHorowitzMS

10 months ago

Morgan Stanley clients with eligible brokerage accounts can earn up to 4.52% Annual Percentage Yield (APY) on our Preferred Certificate of Deposit (CD) offerings. Learn more and contact me to take advantage of our offerings: livesocial.seismic.com/tKMoL2

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Philip Horowitz, CFP® @PHorowitzMS

10 months ago

The GOP's resounding victory in the 2024 election has introduced some policy-related uncertainty. Monica Guerra, Head of US Policy for Morgan Stanley Wealth Management, discusses the potential impacts of policy sequencing and the market implications. livesocial.seismic.com/t018e8

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Philip Horowitz, CFP® @PHorowitzMS

10 months ago

Monica Guerra, Head of US Policy at Morgan Stanley [WM] joined Bloomberg Surveillance to discuss the Treasury search, cabinet outlook, and policy expectations. Watch here (1:05:55-1:11:35) [Disclosures: mgstn.ly/3RHWoDt] livesocial.seismic.com/tFaDtB

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Philip Horowitz, CFP® @PHorowitzMS

10 months ago

Morgan Stanley and On's CFO and co-CEO Martin Hoffmann talk about how the athletic shoe and apparel brand is disrupting a market dominated by a few major players. livesocial.seismic.com/tFhSbK

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Philip Horowitz, CFP® @PHorowitzMS

10 months ago

Are empty office buildings an obvious solution to the U.S. housing shortage? Morgan Stanley Research examines the challenges and opportunities of the commercial to residential conversion in New York and elsewhere and what it could mean for your portfolio. livesocial.seismic.com/tE7MVo

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Philip Horowitz, CFP® @PHorowitzMS

10 months ago

What's next after the U.S. election? Morgan Stanley strategists discuss what investors can expect and why it's important to stay focused on your long-term goals. livesocial.seismic.com/tFxsY3

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Philip Horowitz, CFP® @PHorowitzMS

10 months ago

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. livesocial.seismic.com/tja7La

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Philip Horowitz, CFP® @PHorowitzMS

10 months ago

Morgan Stanley just published its 2024 Retirement Survey, sharing insights into how 401(k) plan sponsors are strengthening their retirement plans and investment lineups in a dynamic retirement benefits landscape. Dive into these insights here: livesocial.seismic.com/tVftT7

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Philip Horowitz, CFP® @PHorowitzMS

10 months ago

When should you claim Social Security? The answer depends on factors like your expected longevity and retirement readiness. Let's discuss the right strategy for you. livesocial.seismic.com/tre4DB

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Philip Horowitz, CFP® @PHorowitzMS

10 months ago

Don't let cybercriminals ruin your vacation. Here are three steps you can take to help protect your devices and data while traveling. livesocial.seismic.com/t0fPvE

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Philip Horowitz, CFP® @PHorowitzMS

10 months ago

Employers who can help employees understand and use their equity benefits may find themselves with a more financially empowered workforce. Download this report from Morgan Stanley at Work to learn more. livesocial.seismic.com/tIjZIE

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Philip Horowitz, CFP® @PHorowitzMS

a year ago

Your tax return may not be top-of-mind once tax season has passed, but you may want to take another look at it. Your Form 1040 may reveal important information about your personal finances and shed light on valuable opportunities for future savings. livesocial.seismic.com/tZFdw2

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Philip Horowitz, CFP® @PHorowitzMS

a year ago

This tax season, discover how I can help you keep more of what you've earned with tools and strategies from Morgan Stanley's Total Tax 365. livesocial.seismic.com/t_msCQ

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Philip Horowitz, CFP® @PHorowitzMS

a year ago

In this Q&A with Morgan Stanley Private Wealth Management, Indra Nooyi, former Chairman and CEO of PepsiCo, shares insights about how today's leaders can shape the leaders of tomorrow. Read more. livesocial.seismic.com/tN49R8