I’m excited to share that 108 Morgan Stanley Financial Advisors were named to Working Mother’s list of Top Wealth Advisor Moms for 2020. During difficult times, these professionals have continued to prove that they represent the best of our industry.
MORGANSTANLEY.COM
2020 Working Mother’s 200 Wealth Advisors | Morgan Stanley
Trading corrections is difficult so the best approach may be to ride it out, says Morgan Stanley & Co. CIO Mike Wilson. Read more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Christine McCasland, a Morgan Stanley MAKER, cherishes this quote instilled in her by her parents: “To those that have been given much, much is expected.”
MORGANSTANLEY.COM
A Passion for Helping Others | Morgan Stanley
We expect volatility to remain high for the next two to three months as our fragile economy absorbs some recent disappointments. Learn more:
MORGANSTANLEY.COM
How Policy Uncertainty May Have Caused Latest U.S. Correction | Morgan Stanley
This month is a chance to celebrate and share in the culture and contributions of my friends and colleagues in the Hispanic-Latino community.
“60% of carbon emissions come from energy and this is a key area where we can reduce emissions by using technology.” Jessica Alsford, Head of Global Sustainability Research, discusses how investing in technology can help curb carbon emissions.
MORGANSTANLEY.COM
Curbing Carbon Using Technologies | Morgan Stanley
October 11 is National Coming Out Day! Sending strength and support to the LGBTQIA+ community.
Happy #HispanicHeritageMonth! Celebrate the month’s festivities by checking out Parade’s “Latinx Culture Guide”, featuring 20 tv shows, documentaries, movies, TED Talks, and books that highlight and celebrate the Latinx culture.
PARADE.COM
The Latinx Culture Guide: 20 TV Shows, Documentaries, Movies, TED Talks, and Books to Add to Your List
We do not want to let bias rob the marketplace of good ideas. The Multicultural Innovation Lab - our accelerator program for women and multicultural entrepreneurs - is now accepting applications. We help startups grow to the next level with mentorship, office space, and investment from Morgan Stanley. Apply now:
F6S.COM
Apply to Multicultural Innovation Lab 2021
We looked at 108 indices to see which assets may benefit based on who wins the presidential election. We found that the differences are significant and that conventional wisdom often doesn’t align with market results. Contact me to get access to the 2-part report “U.S. Policy Pulse: A History of General Election Performance” to learn more.
Hackers and fraudsters work around the clock. We do too. See how Morgan Stanley proactively learns from and responds to cybersecurity threats.
YOUTUBE.COM
Going on the Offensive
At Morgan Stanley, we’re focused on fortifying your finances no matter what—whether that means revisiting your retirement plans, balancing out your budget, or reassessing long-term goals. It’s your life and your wealth. Let’s make a plan to better it, together.
MORGANSTANLEY.COM
Your Life, Your Wealth: Planning for a New Tomorrow | Morgan Stanley
We are Morgan Stanley at Work. With equity compensation, financial wellness, and retirement solutions, we help companies offer their employees benefits that replace financial distractions with newfound confidence.
MORGANSTANLEY.COM
Workplace Financial Solutions | Morgan Stanley At Work
Smart devices can be lucrative targets for cyber thieves. See how to protect your IoT devices while still enjoying their benefits.
MORGANSTANLEY.COM
Protecting Your Smart Devices | Morgan Stanley
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
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
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
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
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
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
The internet can be a risky playground for kids and teens. It’s important to educate them about how to engage with others online and explain what content is ok to share.
YOUTUBE.COM
Social Media Safety For Kids
MS & Co. CIO Mike Wilson notes that although the bull market appears intact, investor sentiment has remained remarkably skeptical. Learn more:
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives October 2020 - 1384238
As education costs rise, it's critical to start planning early. The right college savings strategy can help ease financial stress for you and your family. Start by finding answers to key questions here.
MORGANSTANLEY.COM
Planning for the Rising Cost of Education | Morgan Stanley
How can the world meet growing energy demand while controlling carbon emissions? Morgan Stanley’s global oil strategist tells this complex and important story in 11 charts.
MORGANSTANLEY.COM
Energy and Climate Change: A Story in 11 Charts | Morgan Stanley
As the healthcare industry reaches a seminal moment, learn three key topics that will shape its future.
MORGANSTANLEY.COM
3 Themes Shaping Healthcare | 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
Learn how the pandemic gave rise to a new virtual process for companies to go public. Is it here to stay?
MORGANSTANLEY.COM
IPOs Go Virtual During Pandemic | Morgan Stanley
The U.S. stock market is lurching between bursts of exuberance and bouts of doubt and anxiety. See three temporary concerns that are likely contributing to this trading range:
MORGANSTANLEY.COM
Could U.S. Markets Soon Get Unstuck? | Morgan Stanley
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
To reduce global greenhouse gas emissions, companies are pleding to decarbonize, creating investment opportunities. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Seniors face unique cybersecurity threats, but are often unaware of the risks. Speaking to our parents, grandparents and loved ones about online security can help protect them from fraud.
YOUTUBE.COM
Steering Clear of Scams For Seniors
Back-to-back rallies for the S&P 500 as markets await election results. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Biden’s individual income tax proposals are likely to foster sector-level opportunities in renewable energy, infrastructure, select areas of health care and housing. See our report, “US Policy Pulse: What’s Tax Got to Do With It?” to learn more. DM me for a copy.
A busy week for markets kicks off on a high note as S&P 500 jumps back above 3,300. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Corporate tax proposals may create pressure for the pharmaceuticals industry while concerns regarding the financial services sector may be overblown. See our report, “US Policy Pulse: What’s Tax Got to Do With It?” to learn why. DM me for a copy.
Investor fears concerning a contested election may be overblown as there may be a faster path to resolution than many expect. To learn more about elections and markets, see the latest US Policy Pulse, “Positioning for Delayed Results.” DM me for a copy.
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
Social media apps and websites allow us to communicate and keep in touch with our friends and family, but what we post online can also be exploited. Make sure to think twice before posting sensitive information.
YOUTUBE.COM
Limit the Information You Share Online - YouTube
Stocks fade on Thursday as back-and-forth week in markets continues. Read more in the 1% Move report:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Do you want to involve your family in charitable giving? Donor advised funds give you the flexibility and time to involve family members in your strategic giving, so you can share the causes that are important to both you and your loved ones.
MORGANSTANLEY.COM
Donor Advised Funds: Giving to Charity | Morgan Stanley
The forward-looking initiative, Women Without Limits, exemplifies the firm’s commitment to providing financial empowerment for all. Thrilled to be a part of this valuable movement.
MORGANSTANLEY.COM
Women Without Limits & Financial Empowerment | Morgan Stanley
Extreme swings in the VIX—a rise in the volatility of volatility—suggest important changes in market dynamics could take hold with the new business cycle.
MORGANSTANLEY.COM
Time to Reconsider Conventional Investing Wisdom | 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
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
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
Late-session slide sees markets finish in the red on Wednesday. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Integrating gender-related criteria into your portfolio is getting easier, as investment options proliferate. Learn how gender-themed investing can avoid equality laggards, seek out leaders and invest in companies whose products improve the lives of women.
MORGANSTANLEY.COM
Addressing Gender Equality in Impact Investing | Morgan Stanley
The U.S. economic recovery remains on track despite surging virus cases, the absence of CARES 2.0 legislation and recent election uncertainty. Wealth Management Chief Investment Officer Lisa Shalett explains why Oct. 28 on Bloomberg.
MORGANSTANLEY.COM
Shalett: ‘Grinding Improvement’ | Morgan Stanley
There is now about $16.5 trillion of negative-yielding debt worldwide. See what that means for your portfolio:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
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
The new Morgan Stanley Institute for Inclusion aims to catalyze and accelerate a diversity, equity, and inclusion strategy that can drive meaningful change within our firm and beyond. https://mgstn.ly/39aTWAb
YOUTUBE.COM
The Institute for Inclusion | Morgan Stanley
We expect it to take until the middle of next year for US GDP to return to the level of Q4 2019. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
The COVID-19 crisis has been a catalyst for transformation of the technology sector. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Despite a strong first half of November, the S&P 500 may not break out of its current range until more uncertainty lifts. Here’s why it’s a good idea to keep an eye on the yield curve:
MORGANSTANLEY.COM
What the Yield Curve May Be Trying to Tell Investors | Morgan Stanley
In the next few months, positive catalysts are likely to dominate the economic outlook. See three signs of light at the end of the 2020 tunnel:
MORGANSTANLEY.COM
Seeing Light at the End of the Tunnel | 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
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
Sometimes it’s hard to tell a legitimate charity from a scam. Use these tips during the holidays to help ensure your money is going to those in need.
MORGANSTANLEY.COM
Security Tips for the Giving Season | Morgan Stanley
The market is looking past concerns that the quality of job gains is starting to deteriorate and focusing on a continuing V-shaped recovery that is unlikely to be derailed. Wealth Management CIO Lisa Shalett looks at the macro data November 6 on CNBC.
MORGANSTANLEY.COM
Shalett: ‘Looking Past Jobs Data’ | Morgan Stanley
Planning for your next American road trip? Here are some tips to travel smartly and safely and some perks for Morgan Stanley Reserved Living & Giving members!
MSRESERVED.COM
The Great American Road Trip
It’s a trend Morgan Stanley Private Wealth Advisor Kimberley Hatchett sees playing out on a personal level with her clients: women feeling more empowered to take their seat at the table when it comes to money and family finances.
YOUTUBE.COM
Morgan Stanley Women Without Limits: Kimberley Hatchett
Despite the highly unusual circumstances surrounding 2020, the global economy’s resiliency could mean a strong investment landscape in 2021. The firm’s economists, analysts, strategists and portfolio managers share insights on the road to recovery.
MORGANSTANLEY.COM
2021 Outlooks for Investors: A Global Recovery in Sync | Morgan Stanley
Split the cost of a group gift easily with #Zelle. Look for Zelle in Morgan Stanley online and the mobile app and #GiftBetter. Learn more:https://mgstn.ly/36YaJnf
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
Wealth management is more than just dollars and cents. Hear from Head of Diversity & Inclusion Kara Underwood about how more women are investing in change.
YOUTUBE.COM
Morgan Stanley Women Without Limits: Kara Underwood
MAKER Trish Pagoaga is a vision of hard work and dedication to empowering others. We thank you for your leadership!
MORGANSTANLEY.COM
Trish Pagoaga, a Champion for Others | Morgan Stanley
My clients who are Morgan Stanley Reserved Living & Giving members get the best deals on Lexus, BWM, Mercedes, Audi and more! Reach out if you are interested in learning more about our loyalty program.
MSRESERVED.COM
Reserved Exclusives: Offers & Benefits
See four reasons why an economic surge in the U.S. early next year will likely lead to a rotation in market leadership:
MORGANSTANLEY.COM
Preparing Your Portfolio for a “Coiled Spring” Economy | Morgan Stanley
Your phone is the gateway to some of your most sensitive accounts. What is the most important thing you can do to help secure your device?
YOUTUBE.COM
How to Protect Your Mobile Phone
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
All the best to everyone this holiday season!
As a Financial Advisor, Noel Brown empowers women to be financially independent. Hear how she advises her clients to become the drivers of their wealth plans.
YOUTUBE.COM
Morgan Stanley Women Without Limits: Noel Brown
Today is the first day of winter! What traditions are you looking forward to this season?
Investors should prepare now for the economic recovery we expect to see next year. 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
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
Creating a budget and sticking to it can be difficult, but it doesn’t have to be. Learn how our Spending and Budgeting tool can help. We can use it together.
MORGANSTANLEY.COM
Online Financial Tools | Morgan Stanley
The interest rate used to calculate payments and interest on many floating-rate loans, derivatives and bonds is changing. Here's what you should know about LIBOR:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Navigating the professional playing field as an entry-level employee is tough, especially while many are still working virtually. Learn what my Morgan Stanley colleagues had to share with a group of students and Girl Scouts recently around taking steps from college to career.
MORGANSTANLEY.COM
7 Pieces of Career Advice for Students | Morgan Stanley
Kwanzaa blessings to you and yours!
Although this year has definitely been different, spending Christmas and preparing for New Years with my wife and children reminds me of what stays constant. From my family to yours- we wish all of you out there are enjoying a safe and happy holiday season!
‘Tis the season for joy, love and peace. Merry Christmas!
Here’s why it’s important to have a lens on the benefits executives and their families need.
MORGANSTANLEY.COM
Executive Plan Design | Morgan Stanley at Work
There are increasing signs that positive catalysts that led stocks to new highs may be fully priced in U.S. markets. See three key examples:
MORGANSTANLEY.COM
Searching for New U.S. Stock Market Catalysts | Morgan Stanley
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
A key strategy for boosting potential long-term returns is minimizing the impact of taxes across your investments. Let’s create a strategy that’s right for you.
MORGANSTANLEY.COM
These Steps May Reduce Your Taxes | 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
Tax efficient strategies can have a surprisingly large impact on lifetime wealth accumulation. Learn more:
MORGANSTANLEY.COM
Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
The financial sector is among our top ideas for 2021. Here’s why:
MORGANSTANLEY.COM
5 Reasons to Consider Investing in Financials in 2021 | 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.
Stocks rally for a third consecutive session as S&P 500 eclipses 3,800 for first time in history. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
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
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
As we add more and more smart devices to our daily lives, we face a tradeoff between privacy and convenience. What’s the right balance for you?
YOUTUBE.COM
Should You Be Worried About Your “Smart” Devices?
What are your New Year’s resolutions this year? If getting your finances organized is one of them —keep track of spending, budgeting and savings with the Morgan Stanley Spending + Budgeting Tool. Learn more and let’s talk soon about your goals for 2021.
MORGANSTANLEY.COM
Online Financial Tools | Morgan Stanley
US stocks move lower on the first trading day of 2021. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Reducing or consolidating your debt can simplify your financial life and ease money-related stress. That makes it a great financial resolution to consider going into 2021. Contact me today to discuss the right debt management strategy for your situation.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
If you dipped into your rainy day to cover expenses in 2020—or never had one in the first place—make it a top priority in 2021 to set aside three to six months of expenses. Not sure where to start? I can help.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
The first 200 days of a president’s term stands out in terms of stock market performance compared with other time periods. See “US Policy Pulse: Preparing for Biden’s First 100 Days,” to learn more. DM me for a copy.
Before you return to pre-pandemic spending habits, take a closer look at your budget. There may be some line items that aren’t as necessary as you once thought. I can help you design a new budget for a New Year.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | 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
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
"Four million privately held businesses stand to change hands over the next two decades. Three quarters of those owners do not have an exit plan.” Find out how Morgan Stanley can support small businesses from Liz Dennis, Head of Strategic Client Management.
MORGANSTANLEY.COM
Monetizing Your Small Business | Morgan Stanley Minute
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
At Morgan Stanley, we understand that our strengths lie in what makes us different. Learn how we champion inclusion in this Black Enterprise article written by our Head of Private Wealth Management, Mandell Crawley.
BLACKENTERPRISE.COM
Why Inclusion is the Driver for Social and Corporate Growth
All of us at Morgan Stanley are committed to providing exceptional service for our clients every day. Congratulations to our client service center for the recognition from J.D. Power for exceptional customer service for phone support in Cash Management and Digital Support and Stock Plan Services.
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
Given recent market volatility, you may need to tweak your portfolio or adjust your savings rate to meet your investing targets in 2021. I can help you determine the right moves for your financial situation.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Women face unique hurdles when navigating toward their financial goals. As a female Financial Advisor, Annie Evans can relate. Learn how she empowers her clients to meet their goals.
YOUTUBE.COM
Morgan Stanley Women Without Limits: Annie Evans
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
For children, stressors like isolation, financial changes and food insecurity rank higher than COVID-19 itself. That’s just one finding from new research, sponsored by Morgan Stanley, from our partners at the Child Mind Institute. Learn more:
MORGANSTANLEY.COM
Coronavirus and Mental Health: A Study | Morgan Stanley
Recent election outcomes point to less gridlock ahead in D.C., which could prompt economic reflation and sector rotation. Learn more:
MORGANSTANLEY.COM
3 Takeaways from a More Unified Government | Morgan Stanley
Check in on your portfolio from wherever you are with Morgan Stanley Online. Learn more about how secure and easy it is to manage your investments and everyday finances:
MORGANSTANLEY.COM
Mobile App & Online Wealth Management | Morgan Stanley
For 2021, GIMA is adding Real Assets, Infrastructure, Green Energy, Direct Lending, and Opportunistic Real Estate to its alternative investing themes. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
It wasn’t too long ago when women couldn’t open their own bank accounts. Financial Advisor Lisa Benton shares why women should be actively investing in their financial future.
YOUTUBE.COM
Morgan Stanley Women Without Limits: Lisa Benton
What does the word “no” mean to you? Krystal Barker Buissereth, Head of Financial Wellness, believes that nothing is impossible. Learn which three key attributes she credits to building a successful career in this video.
YOUTUBE.COM
Morgan Stanley Women Without Limits: Krystal Barker Buissereth
New car? eAuthorizations makes it easy to securely approve your down payment with one click. Enroll now on the Morgan Stanley Mobile App.
MORGANSTANLEY.COM
Online Security Center - Digital Tools | Morgan Stanley
Emerging markets are up nearly 30% in the past three months. See why we think more gains are ahead, especially in Asia:
MORGANSTANLEY.COM
5 Reasons Emerging Markets Are Just Getting Started | Morgan Stanley
Flip through this presentation to see your ideal level of accumulated retirement savings based on your age and income:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
S&P 500 records worst day in three months as earnings, FOMC in focus. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Learning and celebrating this Black History Month with great resources like this one from the National Park Service.
NPS.GOV
African American Heritage (U.S. National Park Service)
Did you know that 90% of women have one or more risk factors for developing heart disease? Join me in raising awareness by knowing the facts. #GoRedforWomen
GOREDFORWOMEN.ORG
Facts
Four-day rally for S&P 500 sees index recoup last week's losses, close at new all-time high. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Practicing good password security is one of the best steps to improve your online safety. Learn how to add layers of security to your accounts, from complex passwords to password managers.
YOUTUBE.COM
Password Security
An abundance of liquidity is threatening to potentially unmoor real 10-year Treasury yields and drive up inflation. WM’s Lisa Shalett discusses this “double-edged sword” on Bloomberg.
MORGANSTANLEY.COM
Shalett: Too Much Liquidity? | Morgan Stanley
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
Five areas of the bond market may offer opportunities for higher yields and portfolio diversification.
MORGANSTANLEY.COM
2021 Credit Outlook: Finding Yield | Morgan Stanley
May the Year of the Ox be good to you. Happy Chinese New Year!
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
Even though last year’s “stay at home” winners outperformed in January, we suggest investors emphasize less expensive stocks tied to the post-pandemic economic recovery. Here’s why:
MORGANSTANLEY.COM
Keep Your Eyes on the Recovery | Morgan Stanley
Discover equities debates where the firm’s views diverge from market consensus. 7 themes that could shape industries and drive asset prices in 2021.
MORGANSTANLEY.COM
7 Ideas That Could Add Alpha in 2021 | Morgan Stanley
In honor of Black History Month, join me in exploring the virtual exhibits and digital resources from the National Museum of African American History and Culture in Washington, DC.
NMAAHC.SI.EDU
National Museum of African American History and Culture
The world will look radically different in 2021. Our Global Multi-Asset team discusses.
MORGANSTANLEY.COM
The World Will Look Radically Different in 2021
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.
A tale of two halves. Our Active International Allocation team explains how their outlook changes throughout 2021. Learn more.
MORGANSTANLEY.COM
Active International Allocation 2021 Outlook: A Tale of Two Halves
Investors may feel especially whipsawed between optimism and disappointment this year since economic recovery is dependent on a new factor: vaccine rollout.
MORGANSTANLEY.COM
Understanding the Volatility Playbook | Morgan Stanley
Which hedge fund strategies may see renewed opportunities in 2021? Our Hedge Funds Team explores high active risk, opportunistic investments, alternative yield and risk mitigation.
MORGANSTANLEY.COM
Today’s Hedge Funds: Solutions to a 60/40 Problem
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
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
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
Investors should prepare now for the economic recovery we expect to see in the second half of this year. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
There is no single "best age" to start claiming Social Security. Learn about factors to consider when deciding:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Please join me in congratulating my partner Mark Withers, named to the Forbes 2021 ranking of Best-In-State Wealth Advisors for the state of California. You represent the best our industry has to offer, and we are proud to celebrate this accomplishment with you!
Have you paid your taxes yet? You can now electronically authorize checks to third parties using eAuthorizations on Morgan Stanley Online or the Mobile App. So save a trip to the Post Office and enroll in eAuthorizations today.
MORGANSTANLEY.COM
Online Security Center - Digital Tools | Morgan Stanley
Comparative analysis shows sustainable funds beating traditional peers in 2020 amid coronavirus.
MORGANSTANLEY.COM
Sustainable Funds Beat Peers in 2020 | Morgan Stanley
According to a recent Small Business Administration survey, 88% of small business owners feel vulnerable to a cyber-attack. Statistics like this prove that cybersecurity has never been more important. Here are some key resources to help you protect yourself from cybercrime:
MORGANSTANLEY.COM
Online Security Center - How To Protect Yourself | Morgan Stanley
The traits that have made you successful as an athlete can help you excel as an entrepreneur. If you’re thinking of going into business for yourself after sports, let’s develop a plan that sets you up for success.
MORGANSTANLEY.COM
Athletes Turned Entrepreneurs: Transition Tips | 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
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
Yields higher, stocks lower as NASDAQ 100 teeters on correction territory. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | 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
We're excited to be back at THE PLAYERS Championship with Book Trust USA. Last year we reached our $1M donation mark, helping to provide books to students in need and inspiring a love of reading. Follow along with Eagle Up to track our 2021 progress!
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
In our increasingly connected world we fight back against new threats every day. Here’s Jen Easterly, Global Head of our Cybersecurity Fusion Center, explaining how in a Morgan Stanley Minute.
MORGANSTANLEY.COM
Cybersecurity in the Connected Age | Morgan Stanley Minute
“We now find that 85% of individual investors are interested in sustainable investing. Among millennials, the interest is even stronger.” Learn more from Courtney Thompson in a Morgan Stanley Minute.
MORGANSTANLEY.COM
The Scale of Sustainable Investing | Morgan Stanley Minute
Lori Sackler uses inspiration from Vivaldi to explore the four seasons and their impact on financial decisions in the first blog in her new series, “The Money Talk and the Four Seasons.”
MORGANSTANLEY.COM
The "M Word" Blog: Money Talks and the Four Seasons | Morgan Stanley
Ten key themes may reshape global markets this year and drive a shift in the profile of winners and losers.
MORGANSTANLEY.COM
2021 Investing: Top 10 Trends to Watch | Morgan Stanley
No surprise that finances are a leading source of stress for employees. Luckily, says Jed Finn, there’s something employers can do about it.
MORGANSTANLEY.COM
Financial Wellness at Work | Morgan Stanley Minute
We believe inflation is likely to be higher in the next cycle compared to the past cycle. These charts help explain why:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Legend says each leaf of the clover has a meaning: Hope, Faith, Love and Luck. Wishing you all of those things this St. Patrick's Day!
“I truly believe women portfolio managers can provide uncorrelated returns. It’s just that most of these women are unknown.” Tracy Castle-Newman, Chief Operating Officer for Global Institutional Equity Distribution, shares her advice on the value of supporting female portfolio managers in a Morgan Stanley Minute.
MORGANSTANLEY.COM
The Power of Female Portfolio Managers | Morgan Stanley Minute
Stocks have tended to turn up before a recession has officially ended. These charts explain why the economy and the stock market aren't always in sync:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
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
By 2030, women are expected to control more than $30T in US household financial assets. Learn what’s needed to make the most of your finances, even when life throws a curveball.
MORGANSTANLEY.COM
Unique Financial Challenges Women Face | 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
“We need to climb, pause, and lift with intentionality and focus, and become allies of and influencers for change,” explains Morgan Stanley Regional Director Lisa Cregan at the Barron’s Women Summit. She shares how to own the future by shaping the now.
WSJ.COM
Climb, Pause, Lift - Own the Future By Shaping the Now
Fiscal and monetary actions during the pandemic have led to unconstrained growth in federal debt and deficits. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Invest in your future and contribute to your IRA today on Morgan Stanley Online. You have until April 15 to make a contribution for tax year 2020 (if eligible). Don’t miss out!
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
