Tag: Morgan Stanley

Switching equity plan providers during macro uncertainty

By Tommy Felts / July 15, 2024

Editor’s note: The perspectives expressed in this commentary are the author’s alone. The following is a paid thought leadership piece from The Plaza Group at Morgan Stanley in Leawood, Kansas. Discover the benefits of evaluating a new equity plan provider; Managing equity plans can play a critical role in  fostering company ownership culture Managing equity plans could…

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The journey from startup to IPO

By Tommy Felts / June 24, 2024

Editor’s note: The perspectives expressed in this commentary are the author’s alone. The following is a paid thought leadership piece from Chris Schumm, McQueary Schumm Munsell Group at Morgan Stanley in Leawood, Kansas. The lifecycle of a private company is evolving. Over the last two decades, the timeline for companies to seek an entry to the…

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Why choose a Morgan Stanley financial advisor

By Tommy Felts / May 20, 2024

Editor’s note: The perspectives expressed in this commentary are the author’s alone. The following is a paid thought leadership piece from Chris Malmgren, The Ferguson Smith Cohen Group at Morgan Stanley. You’ve worked hard to build a substantial nest egg and you need to make sure it will be managed right. Perhaps you’re thinking about…

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Female founders: Tips for infusing capital into your dreams 

By Tommy Felts / April 23, 2024

Editor’s note: The perspectives expressed in this commentary are the author’s alone. The following is a paid thought leadership piece from Terri Roberts Munsell, McQueary Schumm Munsell Group at Morgan Stanley. Today, women own four out of every 10 businesses in the U.S.(*1) Why women choose entrepreneurship  There are a variety of reasons that women…

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The value of professional advice: Benefits of having a financial advisor on your side 

By Tommy Felts / April 10, 2024

Editor’s note: The perspectives expressed in this commentary are the author’s alone. The following is a paid thought leadership piece from The Plaza Group at Morgan Stanley in Leawood, Kansas. In today’s complex and volatile markets, making sound investment and financial decisions is a challenge. Investing on your own can be complicated, overwhelming and risky.…

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