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
Are you interested in investing in ways that can help drive positive climate outcomes? I can help you align your investments with your vision for a more sustainable world.
MORGANSTANLEY.COM
On Climate, Investors Seek Positive Change | Morgan Stanley
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
This month is a chance to celebrate and share in the culture and contributions of my friends and colleagues in the Hispanic-Latino community.
Please be safe during this hurricane season. Here are some resources to help you stay prepared:
READY.GOV
Hurricanes | Ready.gov
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
COVID-19 and social distancing are driving tech innovations that could outlast the pandemic. Learn how that could be an opportunity for investors:
MORGANSTANLEY.COM
Is the Pandemic Accelerating Digital Disruption? | 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
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
Stocks rally while long-end rates test four-month highs as markets react to the latest updates in Washington. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | 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
Markets sell off on Tuesday as stimulus hopes fade. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
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
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
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
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
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
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
Earnings are more unpredictable than ever, but there's alpha to be had in earnings—and revenue—surprises.
MORGANSTANLEY.COM
A New Take on the Earnings Surprise Strategy | Morgan Stanley
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
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 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
Stocks fade to begin the week as earnings season, politics, pandemic in focus. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Markets bounce back on Thursday as GDP report shows US economy returned to growth in 3Q. Read more in the 1% Move report:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
A username and password are no longer enough to protect access to your sensitive accounts. Consider using a security key, the most advanced form of multi-factor authentication available
YOUTUBE.COM
What is a Security Key?
New and emerging computing paradigms draw on quantum physics and biology to drive radical improvements in efficiency, processing power and reasoning.
MORGANSTANLEY.COM
Could a Computer Think Like a Human? | Morgan Stanley
https://www.morganstanley.com/content/mscampaign/en/wealth-management/move-report/move-report2020oct28.html?workspace_id=321007&suggested_content_id=1449903&social_network=facebook&cid=whmt-corp-hearsay-move-20201028
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | 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
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
Stocks rally, led by healthcare and tech, as markets react to initial election results. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
While market performance is more closely correlated with the business cycle than with the political party in office, the two sides present different sector-level risks and opportunities. Learn which sectors we believe may benefit under each candidate. DM me for a copy of our report, “US Policy Pulse: Biden vs. Trump: Sector Risks and Opportunities."
With the election finally here, learn why we believe investors should favor the early-cycle recovery playbook—cyclicals over defensives, small over large caps, equal-weighted over cap-weighted S&P—and which sectors are likely to benefit under each candidate. DM me for a copy of our report, “US Policy Pulse: Biden vs. Trump: Sector Risks and Opportunities."
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
Although some volatility may lie ahead, the end of the U.S. election cycle and progress on a potential coronavirus vaccine may bring some optimism to markets.
MORGANSTANLEY.COM
Is the Worst of the Correction Over? | 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
The Diwali festival begins tonight, and I'm wishing five days of joy to those celebrating.
Stocks rally on Friday as S&P 500 closes at new record high. Read more in the 1% Move report:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
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
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
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
On Veteran’s Day, and every day, I’m grateful to those who have served.
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
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
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
China could be the most important driver of global growth going forward. This audiocast discusses three reasons investors should focus on this potential long-term strategic opportunity:
PLAYERS.BRIGHTCOVE.NET
players.brightcove.net
The holidays might look different this year, but one thing that won't change is our desire to give to the people and causes we care about. Here are some modern ways to do it.
MORGANSTANLEY.COM
Your 2020 Guide to Holiday Giving | Morgan Stanley
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
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
Happy Thanksgiving to those with us and those far away.
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
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
US stocks surge Tuesday as Dow Jones Industrial Average tops 30,000 for first time ever. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | 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
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
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
https://www.morganstanley.com/content/mscampaign/en/wealth-management/move-report/move-report2020dec1.html?workspace_id=321007&suggested_content_id=1482303&social_network=facebook&cid=whmt-corp-hearsay-move-20201201
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | 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
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
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
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
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 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
Cryptocurrencies, still experimental in nature, are not regulated and have no tangible value. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
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
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
Tuesday's rally snaps four-day streak of losses for the S&P 500. Read more in the 1% Move report:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
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
You use your phone to track your physical wellness -- why not use it to track your financial wellness too? The Morgan Stanley Mobile App makes managing your money easier than ever. Learn more:
MORGANSTANLEY.COM
Online Wealth Management | Morgan Stanley
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
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
As winter approaches, make sure you’re prepared for the extreme weather it brings. Here are some resources to help you prepare and stay safe during a snowstorm:
READY.GOV
Winter Weather | Ready.gov
Today is the first day of winter! What traditions are you looking forward to this season?
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
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
Still looking for the perfect gift? Make an impact when you shop from Morgan Stanley Gifts for Good Guide.
MSRESERVED.COM
Gifts for Good
Tax efficiency makes a big difference. Let’s talk before year-end.
MORGANSTANLEY.COM
Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Worried about protecting an elderly loved one from cybersecurity threats? See our guide for caregivers.
MORGANSTANLEY.COM
Seniors’ Guide to Cybersecurity | 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
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
‘Tis the season for joy, love and peace. Merry Christmas!
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
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
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
Wishing everyone a happy and healthy New Year!
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 the snowstorm approaches in our Tri-State Area of Ohio, Indiana and Kentucky (as well as the Midwest States), please stay safe! Here are some ways to prepare now:
READY.GOV
Winter Weather | Ready.gov
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?
Jeff McMillan, Chief Analytics and Data Officer for Morgan Stanley Wealth Management, sat down with Nasdaq’s TradeTalks to discuss financial planning for veterans and the unique skillsets they bring to the table for corporate America.
NASDAQ.COM
#TradeTalks: Financial planning for veterans and the unique skillsets they bring to the table
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
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
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
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
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
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
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
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
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
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
Most preferreds issue qualified dividends, which are taxed at lower rates than income from bonds. Call me to discuss this option.
MORGANSTANLEY.COM
Understanding Bank Preferreds | Morgan Stanley
It may be time to revisit your financial goals as we move into 2021.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Smaller-cap stocks in sectors that are sensitive to the economic recovery may outperform in 2021 and beyond. Learn more:
MORGANSTANLEY.COM
2021 & Beyond: An Investor Playbook for the New Business Cycle | 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
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
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
“Generally there’s a pretty big gap between how parents approach the money conversation and how teenagers are ready to absorb the money conversation,” says Daniel DiBiasio, Managing Director, Wealth Management. Learn how to bridge the gap.
MORGANSTANLEY.COM
Talking to Teens About Money | Morgan Stanley Minute
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
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
After all the challenges in 2020, make 2021 a year of self-improvement. Take advantage of any programs your employers offers for your physical or mental health, and contact me for help boosting your financial wellbeing.
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
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 recently around taking steps from college to career.
MORGANSTANLEY.COM
7 Pieces of Career Advice for Students | Morgan Stanley
All three major US stock averages close at new all-time highs on Wednesday as 4Q earnings and Presidential Inauguration in focus. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | 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.
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
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
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
Markets slide as S&P 500 wraps up worst week in three months. Read more in the 1% Move report:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
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
“We see the revival of commodity prices as another reason to expect a good decade for emerging markets,” says Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Team. Listen now for more key takeaways:
MORGANSTANLEY.COM
The Case for Commodities This Decade
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
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
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
May the Year of the Ox be good to you. Happy Chinese New Year!
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
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
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
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
Make being cyber smart part of your 2021 game plan. Each year, hackers try out new tricks. Ensure you’re staying one step ahead. Improve your cyber intelligence with our Personal Cybersecurity Checklist:
MORGANSTANLEY.COM
Personal Cybersecurity Checklist | Morgan Stanley
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
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
Learn how markets can help address complex ESG problems such as coronavirus, climate change and inequality.
MORGANSTANLEY.COM
How Business Can Drive Sustainability | 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.
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
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
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
Wishing everyone a sweet Valentine’s Day!
Wishing everyone a sweet Valentine’s Day!
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
Widespread agreement about where the economy and markets are heading may set up risks for later this year. Here’s why:
MORGANSTANLEY.COM
Consensus on Recovery Could Lead to Market Instability | 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
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
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
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)
Stocks bounce back on Monday as strong ISM report kicks off busy week of economic data. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | 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
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.
Climate change, security and telecoms are among the key themes driving a boom in the space economy. Here's a look behind the increased interest.
MORGANSTANLEY.COM
2021: A New Space Economy | Morgan Stanley
While rates remain stagnant in 2021, the cash investment landscape is ever-changing. Read our Global Liquidity team’s outlook on the new year.
MORGANSTANLEY.COM
The More Rates Stay the Same, the More Things Change
Five areas of the bond market may offer opportunities for higher yields and portfolio diversification.
MORGANSTANLEY.COM
2021 Credit Outlook: Finding Yield | Morgan Stanley
Cooperation between businesses and regulators as they combat COVID-19 is leading to more innovation in health care. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Stocks snap three-day string of losses following strong February payrolls report. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | 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
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
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
Rising Treasury yields continue to weigh on tech/growth stocks as markets fall on Wednesday. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
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
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
Bounce-back in technology stocks sends S&P 500 to new all-time closing high. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
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
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
After dipping into correction territory, NASDAQ 100 bounces back on Tuesday. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Higher yields, worsening virus data in Europe weigh on markets Thursday. Read more in the 1% Move report:
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!
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
How should investors view our changing workplaces, post-pandemic? Microsoft CEO Satya Nadella sits down with Morgan Stanley.
MORGANSTANLEY.COM
Microsoft CEO Satya Nadella on Being "Digital First Responders" | 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
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
The recent sell-off in emerging markets may have created an opportunity to add selectively to China allocations in portfolios. Here's why:
MORGANSTANLEY.COM
China’s Sell-Off May Be an Opportunity | Morgan Stanley
The degree of fiscal stimulus and its directness in targeting households and small businesses—combined with healthy budgets and pent-up demand—are likely to increase monetary velocity. WM’s Lisa Shalett discusses how this could drive inflation on Bloomberg.
MORGANSTANLEY.COM
Shalett: Monetary Velocity Picking Up | 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
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
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
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
