Blake Schmidt - Morgan Stanley

(on round barn circle 1st)
Financial and Investment Services in Santa Rosa, CA
Financial and Investment Services

Location

3562 Round Barn Circle 1st
Santa Rosa, CA
95403

Photos

Blake Schmidt - Morgan Stanley Photo

Services

  • Wealth Planning
  • Private Wealth Management
  • Institutional Investment

Latest

Inflation expectations collapsed due to the pandemic, but we already see signs of its return. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Despite the many challenges we face combating climate change, the opportunity to invest in a more resilient and positive future while meeting your financial goals does exist. Learn more. MORGANSTANLEY.COM On Climate, Investors Seek Positive Change | Morgan Stanley
The top five stocks in the S&P 500 make up more than 20% of the index, introducing concentration risk. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Beyond asset ratios, managing risk in 2020 can involve giving serious consideration to cyber resiliency. Learn more from Rachel Wilson, our Head of Cybersecurity, Wealth Management. MORGANSTANLEY.COM Cyber Hygiene | Morgan Stanley Minute
With delayed seasons and paused productions, incomes and career plans may seem unpredictable for many professional athletes and entertainers. Let’s work together and develop a plan to secure your financial future. MORGANSTANLEY.COM Financial Tips for Unpredictable Careers | Morgan Stanley
See four non-U.S. markets that may have advantages over the S&P 500, in part due to changes brought by the COVID-19 recession: MORGANSTANLEY.COM The Case for Non-U.S. Stocks | Morgan Stanley
With mixed signals coming from the White House and Congress, should investors be concerned about no further stimulus? Why there may still be good news. MORGANSTANLEY.COM Should Investors Prepare for No Stimulus? | Morgan Stanley
With a U.S. fiscal stimulus deal looking more likely, the risk of long-term interest rates moving higher has now increased—a shift that could benefit recovery stocks. MORGANSTANLEY.COM Near-term Correction; Long-term Recovery? | Morgan Stanley
Fall is right around the corner. Here are some financial tips to help you set yourself up for a successful year-end and a better 2021. MORGANSTANLEY.COM Fall Planning for Your Finances | Morgan Stanley
Make the most of being a Morgan Stanley client with our financial management tools available on Morgan Stanley Online. If you aren’t using our tools already, let’s talk. MORGANSTANLEY.COM Online Financial Tools | Morgan Stanley
You still have time to make some money moves before the end of the year. Read about what steps we can take to help prepare you for 2021. MORGANSTANLEY.COM Fall Planning for Your Finances | Morgan Stanley
Do tech-driven energy efficiencies—coupled with a shift in environmental attitudes—mean oil demand will fail to recover to pre-COVID levels? MORGANSTANLEY.COM The New Definition of “Peak Oil”? | Morgan Stanley
The end of the year will be here before you know it. Learn the money moves you can make this Fall to help set yourself up for 2021. MORGANSTANLEY.COM Fall Planning for Your Finances | Morgan Stanley
The current environment may provide a backdrop that is favorable to gold. Here's why: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
While stocks have grown more volatile as the election approaches, interest rates have barely budged. That may not last once the election outcome is clear. Here’s why: MORGANSTANLEY.COM An Election Investing Strategy from Now to November | Morgan Stanley
The top five stocks in the S&P 500 make up more than 20% of the index, introducing concentration risk. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Checking in on the state of your parents’ estate isn’t easy. Let’s connect to start the estate planning strategy process with your family. MORGANSTANLEY.COM The State of Your Parents' Estate | Morgan Stanley
In part two of our special election episode, we look at the policies that could potentially come out of divided party control among the White House, Senate and House, and how they might impact markets. MORGANSTANLEY.COM U.S. Election 2020: Divided Government Scenarios | Morgan Stanley
What is the road ahead for global markets between now and inauguration day? The answer may fall into two categories: straightaways and detours. Part one of a special two-part episode. MORGANSTANLEY.COM U.S. Election 2020: Straightaways and Detours | Morgan Stanley
Learn how asset owners can build a dynamic sustainable investing strategy by adopting these four steps. MORGANSTANLEY.COM Sustainable Investing in 4 Steps | Morgan Stanley
I want you to feel confidence when you look toward retirement. Get in touch to explore how I can help you rejuvenate your strategy. MORGANSTANLEY.COM A Simple Six-Step Retirement Checkup | Morgan Stanley
We expect two major unknowns to be resolved soon: the election and the approval of a COVID-19 vaccine. Here’s what that means for markets: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
MS & Co. CIO Mike Wilson believes we're in a new cyclical bull market in the context of a long-term secular bull market. Learn more: MORGANSTANLEY.WEBCASTS.COM GIC Investment Perspectives November 2020 - 1397886
Even with outstanding insurance coverage, there are still hidden risks you may not see coming. Learn more about how a simple risk assessment can go a long way in closing any coverage gaps and help you avoid major loss or liability. MORGANSTANLEY.COM How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
A unique feature of 529 plans to be aware of as we approach year-end: you may be able to contribute up to five times the annual gift tax exclusion in one year—as much as $75,000 (or $150,000 for married couples). Learn more. MORGANSTANLEY.COM Give the Gift of Education Savings This Holiday Season | Morgan Stanley
I can help get you back to the bigger picture for your life and your wealth. Let’s talk soon about re-building your budget to benefit your overall wealth strategy. MORGANSTANLEY.COM 9 Steps to Help Build the Best Budget for You | Morgan Stanley
Confidence in the ability of the central bank to suppress market volatility through aggressive policy may be misplaced. MORGANSTANLEY.COM An Artificial Calm? | Morgan Stanley
As President-elect Joe Biden prepares to take office, foreign policy, trade, COVID-19 and stimulus are just a few of the variables ahead for markets. MORGANSTANLEY.COM Post-Election 2020: What’s Ahead for Markets and Policy? | Morgan Stanley
Defining how you want your life’s worth to benefit the people and organizations you care for begins with trusts. Talk to me today to plan for a new tomorrow and ensure your lasting legacy. MORGANSTANLEY.COM How a Trust Can Protect Your Legacy | Morgan Stanley
Although the U.S. faces a challenging winter, vaccine availability and momentum could propel the economy to expand an impressive 6% in 2021. The outlook for investors. MORGANSTANLEY.COM Special Episode: 2021 U.S. Outlook | Morgan Stanley
As Thanksgiving approaches in the U.S., it’s worth taking a moment to be thankful for potential vaccines, a remarkably resilient economy and the strength of the human spirit. MORGANSTANLEY.COM Giving Thanks for a Brighter 2021 | Morgan Stanley
Tax-smart investing can help you lower your tax burden and increase your long-term wealth. Here are some year-end tax management strategies to consider. MORGANSTANLEY.COM Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Global economies are set for next phase of a V-shaped recovery in both developed and emerging markets. Why that could be good news for equities and credit markets. MORGANSTANLEY.COM Special Episode: 2021 Global Outlook | Morgan Stanley
Even if your financial goals may seem out of reach, it’s never too late to course-correct—and it might be easier than you think. Together, we can make a strategy for your new tomorrow. Contact me today to get back on track. MORGANSTANLEY.COM What to Do If You Are Off Track on Your Goals | Morgan Stanley
End-of-year giving may help lower your tax bill and is one more reason you can feel good about giving on Giving Tuesday. MORGANSTANLEY.COM Your 2020 Guide to Holiday Giving | Morgan Stanley
While there is near-term risk of a pullback, CIO Mike Wilson sees a 10% gain for the S&P 500 in 2021. See why in On the Markets: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
With uncertainty around tax code changes as year-end approaches, now may be a good time to revisit your estate planning strategy and take advantage of the current Unified Lifetime Gift Tax Exemption to make 529 plan contributions for your family’s education. MORGANSTANLEY.COM Give the Gift of Education Savings This Holiday Season | Morgan Stanley
Why the global V-shaped economic recovery has stayed on track, despite recently rising COVID cases and shutdowns, putting 6.4% GDP growth in reach for 2021. MORGANSTANLEY.COM 2021 Global Economic Outlook: The Next Phase of the V | Morgan Stanley
After a year of chaos, the 2021 investment outlook is refreshingly normal: Trust the recovery and, for most assets, stick with the early-cycle playbook. MORGANSTANLEY.COM 2021 Investor Strategy Outlook: 6 Takeaways for the Year Ahead | Morgan Stanley
MS & Co. CIO Mike Wilson believes we should remain bullish long term due to improving economic data and positive earnings revisions, which support his expectations for a V-Shaped recovery. Learn more. MORGANSTANLEY.WEBCASTS.COM GIC Investment Perspectives December 2020 - 1410657
Would you like to get started investing for a future goal? See our guide: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Most of us are eager for 2021 to begin, if only for the hope a new year can bring. Consider these four steps to help you reset your finances in the new year, from my colleague, Krystal Barker Buissereth, who leads our Financial Wellness business. MORGANSTANLEY.COM 2021: Time for a Financial Reset | Morgan Stanley
Tax efficiency makes a big difference. Let’s talk before year-end. MORGANSTANLEY.COM Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Financial security can bring peace of mind, but a sound plan requires more than just luck. Our goals-based advice combines both investments and protection solutions.
Are you considering giving to charity during the holidays? A donor advised fund allows you to donate in an easy, tax-advantaged way without feeling rushed into a decision about which charities to support before year-end. MORGANSTANLEY.COM Donor Advised Funds: Giving to Charity | Morgan Stanley
5 signs it may be time to review your company’s retirement plan provider. MORGANSTANLEY.COM Outgrown Your Retirement Plan | Morgan Stanley at Work
Handling a parent's will can be a complex and emotional experience. But there's no reason you have to take it on alone - there are attorneys, accountants and advisors that can guide you through the process. Find out more here: MORGANSTANLEY.COM The Responsibility of an Executor | Morgan Stanley
The emotional effects caused by the Covid-19 pandemic has prompted many to consider their estate plan. Have you considered a trust? MORGANSTANLEY.COM How a Trust Can Protect Your Legacy | Morgan Stanley
On this special edition of the podcast, we discuss the outlook for sustainability and ESG investing in 2021 with some key themes for investors to watch. MORGANSTANLEY.COM What’s in Store for ESG Investing? | Morgan Stanley
Sustainable fund managers may use different approaches to finding investments that impact a specific problem. Here’s how to find a fund that fits with your goals: MORGANSTANLEY.COM How to Choose a Sustainable Mutual Fund | Morgan Stanley
Talking with a parent about sensitive topics like incapacity or end-of-life issues is never easy. But adults with aging parents can open the lines of communication about the family’s financial future and the need for an estate plan. Here are some easy ways to start the conversation about estate planning. MORGANSTANLEY.COM The State of Your Parents' Estate | Morgan Stanley
Small reductions in tax costs can have enormous consequences for wealth accumulation. Consider these techniques to help you keep more money growing. Learn more: MORGANSTANLEY.COM Elements of a Tax-Smart Portfolio | Morgan Stanley
As average life spans increase, it’s important to understand and prepare for possible long-term care expenses. Learn how you can financially prepare yourself. MORGANSTANLEY.COM Planning for the Rising Costs of Health Care | Morgan Stanley
2020 is almost over. Consider incorporating tax-efficient investment strategies into your wealth plan today to help you build more wealth for tomorrow. Learn more here: MORGANSTANLEY.COM Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
It can be emotionally difficult to think about what will happen when you are gone, but it’s important to have a plan for protecting and passing on your legacy. Find out how a trust can help. MORGANSTANLEY.COM How a Trust Can Protect Your Legacy | Morgan Stanley
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Want to get a handle on your finances in 2021? These six financial resolutions can help you get back on track and make progress toward your goals after a challenging year. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Talking with a parent about sensitive topics like incapacity or end-of-life issues is never easy. But adults with aging parents can open the lines of communication about the family’s financial future and the need for an estate plan. Here are some easy ways to start the conversation about estate planning. MORGANSTANLEY.COM The State of Your Parents' Estate | Morgan Stanley
Small reductions in tax costs can have enormous consequences for wealth accumulation. Consider these techniques to help you keep more money growing. Learn more: MORGANSTANLEY.COM Elements of a Tax-Smart Portfolio | Morgan Stanley
As average life spans increase, it’s important to understand and prepare for possible long-term care expenses. Learn how you can financially prepare yourself. MORGANSTANLEY.COM Planning for the Rising Costs of Health Care | Morgan Stanley
Global demand for food is expected to increase 50% by 2050, at a time when climate change threatens key crops. 4 key sectors could provide answers. MORGANSTANLEY.COM The Future of Food: 4 Solutions for a Hungry Planet | Morgan Stanley
Learn about the gaining popularity of SPACs and why issuers, companies and investors are choosing it vs. IPOs. MORGANSTANLEY.COM SPACs, an IPO Alternative, Explained | Morgan Stanley
Heading into the New Year, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These 6 steps can guide your thinking. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
When planning for retirement, don’t overlook an important asset on your balance sheet: the equity you have in your home. Here’s why: MORGANSTANLEY.COM Why Your Home Can Be a Retirement Asset | Morgan Stanley
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Want to get a handle on your finances in 2021? These six financial resolutions can help you get back on track and make progress toward your goals after a challenging year. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
MS & Co. CIO Mike Wilson believes the Fed's unprecedented response, in conjunction with Congress, has driven a remarkable recovery from the depths of this recession. Learn more: MORGANSTANLEY.WEBCASTS.COM GIC Investment Perspectives January 2021 - 1419805
Global demand for food is expected to increase 50% by 2050, at a time when climate change threatens key crops. 4 key sectors could provide answers. MORGANSTANLEY.COM The Future of Food: 4 Solutions for a Hungry Planet | Morgan Stanley
Learn about the gaining popularity of SPACs and why issuers, companies and investors are choosing it vs. IPOs. MORGANSTANLEY.COM SPACs, an IPO Alternative, Explained | Morgan Stanley
Heading into the New Year, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These 6 steps can guide your thinking. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
When planning for retirement, don’t overlook an important asset on your balance sheet: the equity you have in your home. Here’s why: MORGANSTANLEY.COM Why Your Home Can Be a Retirement Asset | Morgan Stanley
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
The events of 2020 have many considering the impact of their investments. Whatever causes matter most to you, I can help you create a portfolio that aligns your goals with your values. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
As Congress and a new administration ponder new stimulus to navigate the pandemic, what will 2021 look like for FX and government bond markets? MORGANSTANLEY.COM Rates and FX Markets Eye the U.S. Policy Path | Morgan Stanley
MS & Co. CIO Mike Wilson believes the Fed's unprecedented response, in conjunction with Congress, has driven a remarkable recovery from the depths of this recession. Learn more: MORGANSTANLEY.WEBCASTS.COM GIC Investment Perspectives January 2021 - 1419805
Global demand for food is expected to increase 50% by 2050, at a time when climate change threatens key crops. 4 key sectors could provide answers. MORGANSTANLEY.COM The Future of Food: 4 Solutions for a Hungry Planet | Morgan Stanley
Learn about the gaining popularity of SPACs and why issuers, companies and investors are choosing it vs. IPOs. MORGANSTANLEY.COM SPACs, an IPO Alternative, Explained | Morgan Stanley
Heading into the New Year, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These 6 steps can guide your thinking. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
The potential drag from taxes on investment returns is not always clear, but can be material. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks. Find out how we can help protect you against the unexpected. MORGANSTANLEY.COM How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
The events of 2020 have many considering the impact of their investments. Whatever causes matter most to you, I can help you create a portfolio that aligns your goals with your values. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
As Congress and a new administration ponder new stimulus to navigate the pandemic, what will 2021 look like for FX and government bond markets? MORGANSTANLEY.COM Rates and FX Markets Eye the U.S. Policy Path | Morgan Stanley
MS & Co. CIO Mike Wilson believes the Fed's unprecedented response, in conjunction with Congress, has driven a remarkable recovery from the depths of this recession. Learn more: MORGANSTANLEY.WEBCASTS.COM GIC Investment Perspectives January 2021 - 1419805
Global demand for food is expected to increase 50% by 2050, at a time when climate change threatens key crops. 4 key sectors could provide answers. MORGANSTANLEY.COM The Future of Food: 4 Solutions for a Hungry Planet | Morgan Stanley
Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals. MORGANSTANLEY.COM Preparing for a Post Pandemic Market | Morgan Stanley
As we saw in January, an increase in speculative trading can fuel gains as well as losses. Read more in On the Markets: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Beyond risk and return, today’s investors want to understand the social and environmental impact of their investments. See how Morgan Stanley IQ helps our clients do just that. MORGANSTANLEY.COM Sustainable Investing Tool
Setting smart financial goals for yourself can help you get back on track after a challenging year. Here’s how to get started. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
The potential drag from taxes on investment returns is not always clear, but can be material. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks. Find out how we can help protect you against the unexpected. MORGANSTANLEY.COM How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
New bull markets typically begin when a recession has ended and usually run for years not months, says MS & Co. CIO Mike Wilson. Learn more: MORGANSTANLEY.WEBCASTS.COM GIC Investment Perspectives February 2021 - 1430381
Getting where you want to go often means having room to adjust and shift financial priorities. Learn how our Goals Planning System can help. MORGANSTANLEY.COM Planning Today to Help You Thrive Tomorrow | Morgan Stanley
Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals. MORGANSTANLEY.COM Preparing for a Post Pandemic Market | Morgan Stanley
As we saw in January, an increase in speculative trading can fuel gains as well as losses. Read more in On the Markets: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Beyond risk and return, today’s investors want to understand the social and environmental impact of their investments. See how Morgan Stanley IQ helps our clients do just that. MORGANSTANLEY.COM Sustainable Investing Tool
Setting smart financial goals for yourself can help you get back on track after a challenging year. Here’s how to get started. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day. MORGANSTANLEY.COM Tips to Prepare for Tax Day | Morgan Stanley
2020 was a year of change, including in tax law! Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help.
New bull markets typically begin when a recession has ended and usually run for years not months, says MS & Co. CIO Mike Wilson. Learn more: MORGANSTANLEY.WEBCASTS.COM GIC Investment Perspectives February 2021 - 1430381
Getting where you want to go often means having room to adjust and shift financial priorities. Learn how our Goals Planning System can help. MORGANSTANLEY.COM Planning Today to Help You Thrive Tomorrow | Morgan Stanley
Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals. MORGANSTANLEY.COM Preparing for a Post Pandemic Market | Morgan Stanley
As we saw in January, an increase in speculative trading can fuel gains as well as losses. Read more in On the Markets: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Will Space be the disruptor of all disruptors? And how will the post-pandemic economy affect labor markets in Europe and inflation in the U.S.? Subscribe to Thoughts on the Market Podcast. Listen for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley. MORGANSTANLEY.COM Thoughts on the Market Podcast | Morgan Stanley
The travel industry has been hit hard by the COVID-19 pandemic. But what could be gained as the industry reopens and reimagines itself? Find out more in this episode of the Morgan Stanley podcast Now, What’s Next? MORGANSTANLEY.COM Reimagining Travel | Now, What's Next? from Morgan Stanley
The skills that make or break your golf game can do the same for your portfolio—so take these tips to the links and the market. MORGANSTANLEY.COM The Surprising Connection Between Golf and Investing | Morgan Stanley
Learn where investors may want to look for opportunities, in what could be year two of the bull market. MORGANSTANLEY.COM 2021 Stocks: Optimistic but Buckle Up | Morgan Stanley
It will take a global effort to combat climate change. Now that we are on track to officially re-enter the Paris Climate Agreement, learn more about the commitments you can make as an investor: MORGANSTANLEY.COM On Climate, Investors Seek Positive Change | Morgan Stanley
Getting started investing may be easier than you expect. Here's how: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Comparative analysis shows sustainable funds beating traditional peers in 2020 amid coronavirus. MORGANSTANLEY.COM Sustainable Funds Beat Peers in 2020 | Morgan Stanley
Will Space be the disruptor of all disruptors? And how will the post-pandemic economy affect labor markets in Europe and inflation in the U.S.? Subscribe to Thoughts on the Market Podcast. Listen for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley. MORGANSTANLEY.COM Thoughts on the Market Podcast | Morgan Stanley
The travel industry has been hit hard by the COVID-19 pandemic. But what could be gained as the industry reopens and reimagines itself? Find out more in this episode of the Morgan Stanley podcast Now, What’s Next? MORGANSTANLEY.COM Reimagining Travel | Now, What's Next? from Morgan Stanley
The skills that make or break your golf game can do the same for your portfolio—so take these tips to the links and the market. MORGANSTANLEY.COM The Surprising Connection Between Golf and Investing | Morgan Stanley
Learn where investors may want to look for opportunities, in what could be year two of the bull market. MORGANSTANLEY.COM 2021 Stocks: Optimistic but Buckle Up | Morgan Stanley
It will take a global effort to combat climate change. Now that we are on track to officially re-enter the Paris Climate Agreement, learn more about the commitments you can make as an investor: MORGANSTANLEY.COM On Climate, Investors Seek Positive Change | Morgan Stanley
Increasingly there are ways that the public and private sector can work together to combat climate change, arguably one of the greatest systemic challenges of our time. Learn more about the role you can play as an investor: MORGANSTANLEY.COM On Climate, Investors Seek Positive Change | Morgan Stanley
Interest rates tend to be slower to react to positive events than stocks, which helps explain why rates are rising lately. Read more in On the Markets: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help. Call me to discuss.
Comparative analysis shows sustainable funds beating traditional peers in 2020 amid coronavirus. MORGANSTANLEY.COM Sustainable Funds Beat Peers in 2020 | Morgan Stanley
Will Space be the disruptor of all disruptors? And how will the post-pandemic economy affect labor markets in Europe and inflation in the U.S.? Subscribe to Thoughts on the Market Podcast. Listen for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley. MORGANSTANLEY.COM Thoughts on the Market Podcast | Morgan Stanley
The travel industry has been hit hard by the COVID-19 pandemic. But what could be gained as the industry reopens and reimagines itself? Find out more in this episode of the Morgan Stanley podcast Now, What’s Next? MORGANSTANLEY.COM Reimagining Travel | Now, What's Next? from Morgan Stanley
The biggest risk to equities and other long-duration risk assets will come from the interest rate channel, says MS & Co. CIO Mike Wilson. Learn more: MORGANSTANLEY.WEBCASTS.COM GIC Investment Perspectives March 2021 - 1439432
The current correction may be driven in part by the rise in U.S. Treasuries yields, but Chief Investment Officer Mike Wilson still sees a bull market in the value and more cyclically exposed equity categories. MORGANSTANLEY.COM Still a Bull Under the Hood | Morgan Stanley
What are the potential impacts of the new administration's infrastructure and environmental agenda? Will higher interest rates lead to inflation? Subscribe to Thoughts on the Market Podcast. Listen for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley. MORGANSTANLEY.COM Thoughts on the Market Podcast | Morgan Stanley
Increasingly there are ways that the public and private sector can work together to combat climate change, arguably one of the greatest systemic challenges of our time. Learn more about the role you can play as an investor: MORGANSTANLEY.COM On Climate, Investors Seek Positive Change | Morgan Stanley
Interest rates tend to be slower to react to positive events than stocks, which helps explain why rates are rising lately. Read more in On the Markets: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help. Call me to discuss.
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: MORGANSTANLEY.COM Cybersecurity Tips for Remote Work | Morgan Stanley
If inflation rises faster than expected, the Fed may need to adjust its ultra-dovish policy stance. Here’s why: MORGANSTANLEY.COM Rising Rates May Signal Market Shifts Ahead | Morgan Stanley
The rush to explore the expanding frontiers of the space economy is accelerating. Here are five themes driving investors’ interest. MORGANSTANLEY.COM 2021: A New Space Economy | Morgan Stanley
The biggest risk to equities and other long-duration risk assets will come from the interest rate channel, says MS & Co. CIO Mike Wilson. Learn more: MORGANSTANLEY.WEBCASTS.COM GIC Investment Perspectives March 2021 - 1439432
The current correction may be driven in part by the rise in U.S. Treasuries yields, but Chief Investment Officer Mike Wilson still sees a bull market in the value and more cyclically exposed equity categories. MORGANSTANLEY.COM Still a Bull Under the Hood | Morgan Stanley
What are the potential impacts of the new administration's infrastructure and environmental agenda? Will higher interest rates lead to inflation? Subscribe to Thoughts on the Market Podcast. Listen for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley. MORGANSTANLEY.COM Thoughts on the Market Podcast | Morgan Stanley
Remote learning and social distancing mean more screen time for kids. But how is it affecting their mental health? Our study with the Child Mind Institute will assess the impact and make recommendations to address problematic behaviors. MORGANSTANLEY.COM Kids, Screen-time and the Pandemic | Morgan Stanley
Could there be a tougher road ahead for small caps? How long will it take to achieve herd immunity to COVID-19? Subscribe to Thoughts on the Market Podcast for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley. MORGANSTANLEY.COM Thoughts on the Market Podcast | Morgan Stanley
Tax fraud schemes topped $2.3 billion last year, according to the IRS. Learn about tax fraud prevention tips and warning signs, as well as what steps to take if you’re a victim. MORGANSTANLEY.COM Tax Season Cybersecurity Tips | Morgan Stanley
Tax year 2020 isn’t done until you file your returns in 2021. As you prepare to file your income tax returns, review our checklist and resources for helpful tips and reminders: https://mgstn.ly/3vhwdGT
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: MORGANSTANLEY.COM Cybersecurity Tips for Remote Work | Morgan Stanley
If inflation rises faster than expected, the Fed may need to adjust its ultra-dovish policy stance. Here’s why: MORGANSTANLEY.COM Rising Rates May Signal Market Shifts Ahead | Morgan Stanley

Information

Company name
Blake Schmidt - Morgan Stanley
Category
Financial and Investment Services
Est
1935

FAQs

  • What is the phone number for Blake Schmidt - Morgan Stanley in Santa Rosa CA?
    You can reach them at: 707-524-0519. It’s best to call Blake Schmidt - Morgan Stanley during business hours.
  • What is the address for Blake Schmidt - Morgan Stanley on round barn circle 1st in Santa Rosa?
    Blake Schmidt - Morgan Stanley is located at this address: 3562 Round Barn Circle 1st Santa Rosa, CA 95403.