The seasons changing are always a good time to reflect. Happy Fall!
COVID-19 and social distancing are driving tech innovations that could outlast the pandemic. Learn how that could be an opportunity for investors:
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Is the Pandemic Accelerating Digital Disruption? | Morgan Stanley
This year is the 85th anniversary of our firm, and we're celebrating with a 5-part documentary on the history of Morgan Stanley, in which we uncover the people, ideas and decisions that shaped our firm.
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Our History — Morgan Stanley
MS & Co. CIO Mike Wilson believes that the bull market is intact, but the breadth of the rally has deteriorated since June. Learn more:
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GIC Investment Perspectives September 2020 - 1369081
Today, we remember the heroism and strength of first responders, those who gave their lives and those who survived. #NeverForget
I will never forget what happened or where I was on 9/11. This week a Morgan Stanley employee, Rick Rescorla, was honored with the Presidential Citizens Medal for saving 2,700 employees from the World Trade Center. He went back in just to make sure all employees were out and lost his life. Thank you Rick and we remember the other 12 Morgan Stanley colleagues that lost their life that day.
https://www.newsweek.com/rick-rescorla-presidential-citizens-medal-trump-1458770
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Who is Rick Rescorla? Donald Trump awards the Presidential Citizens Medal to man who saved 2,700 lives on 9/11
Are you worried about the election? A look at historical market implications of presidential elections shows that many investor fears are misplaced. I can help you prepare your portfolio for either outcome. Contact me to get access to the 2-part report “U.S. Policy Pulse: A History of General Election Performance” to learn more.
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.
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Fall Planning for Your Finances | 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.
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Energy and Climate Change: A Story in 11 Charts | Morgan Stanley
Stocks fade to begin the week as earnings season, politics, pandemic in focus. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
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.
Don't forget to turn those clocks back - it's Daylight Savings!
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.
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Post-Election 2020: What’s Ahead for Markets and Policy? | Morgan Stanley
On Veteran’s Day, and every day, I’m grateful to those who have served.
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.
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Your 2020 Guide to Holiday Giving | 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.
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Planning for the Rising Costs of Health Care | Morgan Stanley
Happy Thanksgiving to those with us and those far away.
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.
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Tax-Aware Strategies for Your Wealth Plan | 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.
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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.
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2021 Global Economic Outlook: The Next Phase of the V | Morgan Stanley
Today is the first day of winter! What traditions are you looking forward to this season?
Tax efficiency makes a big difference. Let’s talk before year-end.
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Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Have you seen our Morgan Stanley Minute videos? Our firm’s thought leaders break down the most complex investment topics of the day.
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Investment Insights from Our Leaders | Morgan Stanley Minute
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.
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These Steps May Reduce Your Taxes | 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:
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Elements of a Tax-Smart Portfolio | 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:
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Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
2021 is here! Now is a great time to take a look at your overall financial situation and get it into shape. I'm available by DM to assist.
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New Year Financial Resolutions: A Fresh Start | 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.
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The Future of Food: 4 Solutions for a Hungry Planet | Morgan Stanley
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
Setting smart financial goals for yourself can help you get back on track after a challenging year. Here’s how to get started.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Flipping a coin is actually more accurate than Punxsutawney Phil's weather prediction, but isn’t nearly as charming. Happy Groundhog Day!
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.
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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.
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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!
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?
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Reimagining Travel | Now, What's Next? from Morgan Stanley
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.
“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.
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The Scale of Sustainable Investing | Morgan Stanley Minute
Grateful for all the amazing women in my life today and every day. Happy International Women’s Day!
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.
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Tax Season Cybersecurity Tips | Morgan Stanley
The rush to explore the expanding frontiers of the space economy is accelerating. Here are five themes driving investors’ interest.
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2021: A New Space Economy | Morgan Stanley
Don’t forget to set your clocks forward this Sunday!
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
