Kapena Lum, CRPS, Vice President, Financial Advisor at Morgan Stanley
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Locality: Hilo, Hawaii
Phone: (808) 756-9369
Address: 100 Pauahi Street, Suite 200 96720 Hilo, HI, US
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Passwords aren't capable of safeguarding your sensitive information on their own. With so much at stake, it’s important to know how to protect yourself using multi-factor authentication, or MFA. Learn how Morgan Stanley uses MFA to keep prying eyes away:
S&P 500 rallies for a third consecutive session as strong economic data sends index to new highs. Read more in the 1% Move report:
The rush to explore the expanding frontiers of the space economy is accelerating. Here are five themes driving investors’ interest.
S&P 500 crosses 4,000 for first time in history as markets kick off Q2 on strong note. Read more in the 1% Move report:
More gender-diverse companies experienced 3.1% higher average relative returns. Let’s talk about impact investing and the connection between gender diversity and investing returns.
Late Friday afternoon surge sends the S&P 500 higher on the week. Read more in the 1% Move report:
It’s never too early to start improving financial literacy in your family. A great first step is covering the basics. Refresh your own knowledgeand while you’re at it, share what you learn with your loved ones. Access these resources to help:
Figuring out the amount of risk you’re taking across multiple accounts can be a real pain. Morgan Stanley’s award-winning Portfolio Risk Platform can help provide a holistic view into the risk of all your accounts. Learn more.
What governing bodies are most used by Single Family Offices to govern themselves and the family members? Our specialized new governance report offers detailed insights on effective practices for both.
Don’t let the comforts of home cause you to relax your security standards. Home workstations are now 350% more likely to contain malware than an in-office corporate network. Stay informed and learn how protect yourself from potential threats:
Markets may already reflect the speed and scope of the recovery. Read more in On the Markets:
Financial literacy means being empowered with the knowledge to make smart financial decisions during every stage of your life. Let’s discuss how I can help:
While you may see me as your trusted Financial Advisor for your investment needs, you may not realize all the other ways I can help you reach your goals. Let’s set up some time to discuss.
We answer clients’ most frequently asked questions regarding stimulus and tax policy. Contact me directly for a copy of US Policy Pulse: FAQs From Our Clients, to learn more.
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