David Lambert - Morgan Stanley

(on south)
Financial and Investment Services in Poughkeepsie, NY
Financial and Investment Services

Location

2678 South Rd
Poughkeepsie, NY
12601

Photos

David Lambert - Morgan Stanley Photo

Services

  • Wealth Planning
  • Private Wealth Management
  • Institutional Investment

Latest

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
“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
Climate change is now an economic reality. Here’s how companies are responding to investor demand for positive change on environmental issues. MORGANSTANLEY.COM On Climate, Investors Seek Positive Change | 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
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
MS & Co. CIO Mike Wilson believes that the bull market is intact, but the breadth of the rally has deteriorated since June. Learn more: MORGANSTANLEY.WEBCASTS.COM GIC Investment Perspectives September 2020 - 1369081
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
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
Seniors are spending more time online than ever before. You want to protect your elderly loved ones from fraud and cyber threats, but where do you begin? Start with this session in our new Cybersecurity Webinar Series. Register here: MORGANSTANLEY.WEBCASTS.COM Cybersecurity Webinar Series: Cyber Safety for Seniors and Caregivers - 1365638
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
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
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
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
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
On Veteran’s Day, and every day, we are grateful to those who have served.
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
In honor of Veterans Day, Morgan Stanley is the title sponsor of The Honor Foundation’s “A Toast to Veterans” on Wednesday, November 11th. Join us to thank those whose selfless commitment and tremendous sacrifices make it possible for all of us to enjoy the freedoms we treasure most. CLASSY.ORG A Toast to U.S. Veterans | 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
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
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
Wishing everyone a happy and safe Thanksgiving!
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
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
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
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
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
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. MORGANSTANLEY.COM 2021: Time for a Financial Reset | Morgan Stanley
All the best to everyone this holiday season!
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
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? Read the article below for some tips. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | 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
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
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
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
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
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
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
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
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
If you’re saving for retirement and didn’t make a full contribution for 2020, remember that you have until April 15th, or the day you file your taxes, whichever comes first, to make your contribution in full. Click the link below to see more information on contribution limits and frequently asked questions. IRS.GOV Retirement Topics - IRA Contribution Limits | Internal Revenue Service
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
Learn why investor optimism about the pace of the economic recovery is generating new market highs, but could also lead to market instability come summer. MORGANSTANLEY.COM Consensus on Recovery Could Lead to Market Instability | 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
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
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
Nominal GDP growth could be nearly 10% in 2021, but comparisons get tough in 2022 with growth estimates falling below 3%. MORGANSTANLEY.COM Are We Nearing Peak Growth? | 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
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
The IRS has extended the federal tax filing deadline for individuals from April 15th to May 17th. See how this may affect you by clicking the link below for more information. IRS.GOV Tax Day for individuals extended to May 17: Treasury, IRS extend filing and payment deadline | Internal Revenue Service

Information

Company name
David Lambert - Morgan Stanley
Category
Financial and Investment Services
Est
1935

FAQs

  • What is the phone number for David Lambert - Morgan Stanley in Poughkeepsie NY?
    You can reach them at: 845-485-2815. It’s best to call David Lambert - Morgan Stanley during business hours.
  • What is the address for David Lambert - Morgan Stanley on south in Poughkeepsie?
    David Lambert - Morgan Stanley is located at this address: 2678 South Rd Poughkeepsie, NY 12601.