Eric Rosen - Morgan Stanley

(on two jericho plaza)
Financial and Investment Services in Jericho, NY
Financial and Investment Services

Location

Two Jericho Plaza
Jericho, NY
11753

Photos

Eric Rosen - 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
Broad rally across equities on Monday as markets look to recover following four consecutive weeks of declines. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
I’d like to wish a meaningful fast to my friends observing Yom Kippur.
S&P 500 down for the fifth time in past six sessions as tech weakness and anxiety over potential stimulus weigh on markets. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
The seasons changing are always a good time to reflect. Happy Fall!
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
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
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
Stocks, bond yields move higher to start the week. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Just another way we’re helping our Morgan Stanley clients stay protected: our Morgan Stanley CashPlus brokerage accounts come with complimentary Identity and Credit Protection from Experian®. MORGANSTANLEY.COM CashPlus: A Modern Alternative to Banking | 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 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 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
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
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
'Big Tech' rally sends stocks sharply higher on Monday. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | 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
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.
Access to education has a huge role to play in ensuring racial justice and closing the racial wealth gap. As part of the commitment we made to diversity and inclusion earlier this year, The Morgan Stanley HBCU Scholars program will provide full scholarships and living expenses for 60 students at three top historically Black colleges: Howard University, Morehouse College and Spelman College. Learn more: MORGANSTANLEY.COM Morgan Stanley Launches Program to Provide 60 Students with Full-Four Year Scholarships | 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
Congress is unlikely to impose new taxes on individuals in 2021 regardless of the political party in office. See our report, “US Policy Pulse: What’s Tax Got to Do With It?” to learn why. DM me for a copy.
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
Markets bounce back on Thursday as GDP report shows US economy returned to growth in 3Q. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | 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
5 signs it may be time to review your company’s retirement plan provider. MORGANSTANLEY.COM Outgrown Your Retirement Plan | Morgan Stanley at Work
U.S. airlines could recover to pre-COVID levels by late 2021/early 2022, but expect near-term turbulence. New insights for investors. MORGANSTANLEY.COM U.S. Airlines Prepare for Takeoff—With Possible Delays | Morgan Stanley
China could represent an attractive long-term strategic investment opportunity. Here’s why: MORGANSTANLEY.COM 3 Reasons Investors Shouldn’t Overlook China’s Economic Rebound | 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
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
We expect two major unknowns to be resolved soon: the election and the approval of a COVID-19 vaccine. Here’s what that means for markets: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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
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
Don't forget to turn those clocks back - it's Daylight Savings!
Boo! Happy Halloween!
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
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
On Veteran’s Day, and every day, I’m grateful to those who have served.
Ready to re-enter the workforce, but not sure where to start? Have you been away from your profession for more than two years? Morgan Stanley’s Return to Work Program provides an opportunity to sharpen your skills, receive mentorship and gain new on-the-job experiences. Applications now open through November 27 for programs in New York and around the globe. Learn more: https://mgstn.ly/2FNeq5z
As President-elect Joe Biden prepares to take office, foreign policy, trade, COVID-19 and stimulus are just a few of the variables ahead for markets. MORGANSTANLEY.COM Post-Election 2020: What’s Ahead for Markets and Policy? | Morgan Stanley
There are so many organizations that honor veterans’ service to our country. For Veterans Day, consider these suggestions for how you can maximize your impact: MORGANSTANLEY.COM Giving Back to Veterans | Morgan Stanley
A unique feature of 529 plans to be aware of as we approach year-end: you may be able to contribute up to five times the annual gift tax exclusion in one year—as much as $75,000 (or $150,000 for married couples). Learn more. MORGANSTANLEY.COM Give the Gift of Education Savings This Holiday Season | Morgan Stanley
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
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
What are the risks to travel right now and how can you do it safely? Learn what some establishments are doing to increase safety measures: MSRESERVED.COM Keeping You Safe While Traveling During COVID
Markets receive another boost from positive vaccine data as S&P 500 closes at fresh all-time high. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Happy Thanksgiving to those with us and those far away.
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
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
Stocks and yields higher on Tuesday as NASDAQ makes first new high since September. Read more in the 1% Move report: 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
Stocks and yields higher on Tuesday as NASDAQ makes first new high since September. Read more in the 1% Move report: 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
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
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
Warmest wishes for a Happy Chanukah! May the collective lights of our menorahs usher in a time of good health, happiness, love and peace for all mankind.
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
Stocks and yields higher on Tuesday as NASDAQ makes first new high since September. Read more in the 1% Move report: 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
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. MORGANSTANLEY.COM 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. MORGANSTANLEY.COM Investment Insights from Our Leaders | Morgan Stanley Minute
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
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
Warmest wishes for a Happy Chanukah! May the collective lights of our menorahs usher in a time of good health, happiness, love and peace for all mankind.
‘Tis the season for joy, love and peace. Merry Christmas!
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
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
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. MORGANSTANLEY.COM 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. MORGANSTANLEY.COM Investment Insights from Our Leaders | Morgan Stanley Minute
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
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
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?
‘Tis the season for joy, love and peace. Merry Christmas!
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
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
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
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
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
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
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
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
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
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
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
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
These days many of us are moving everyday activities online, from socializing to learning to managing sensitive accounts. You can help protect yourself and your personal information by applying some simple cyber best practices. YOUTUBE.COM Stay Safe Online
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
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
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
The events of 2020 have many considering the impact of their investments. Whatever causes matter most to you, I can help you create a portfolio that aligns your goals with your values. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
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
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
These days many of us are moving everyday activities online, from socializing to learning to managing sensitive accounts. You can help protect yourself and your personal information by applying some simple cyber best practices. YOUTUBE.COM Stay Safe Online
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
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
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
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
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
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
No matter which team you’re rooting for, or if you’re just into it for the snacks, enjoy the big game this weekend! Get in touch if you want help with your financial game plan for this year.
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
S&P 500 rallies for second straight day as markets recover from last week's slide. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
As we saw in January, an increase in speculative trading can fuel gains as well as losses. Read more in On the Markets: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Flipping a coin is actually more accurate than Punxsutawney Phil's weather prediction, but isn’t nearly as charming. Happy Groundhog Day!
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
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
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
No matter which team you’re rooting for, or if you’re just into it for the snacks, enjoy the big game this weekend! Get in touch if you want help with your financial game plan for this year.
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
S&P 500 rallies for second straight day as markets recover from last week's slide. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | 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!
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
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
No matter which team you’re rooting for, or if you’re just into it for the snacks, enjoy the big game this weekend! Get in touch if you want help with your financial game plan for this year.
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
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
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
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
Wishing everyone a sweet Valentine’s Day!
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
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
Sharp rise in Treasury yields puts pressure on stocks as S&P 500 records worst session this month. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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
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
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
If inflation rises faster than expected, the Fed may need to adjust its ultra-dovish policy stance. Here’s why: MORGANSTANLEY.COM Rising Rates May Signal Market Shifts Ahead | Morgan Stanley
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
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
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
Sharp rise in Treasury yields puts pressure on stocks as S&P 500 records worst session this month. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Don’t forget to set your clocks forward this Sunday!
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
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
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
Grateful for all the amazing women in my life today and every day. Happy International Women’s Day!
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
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
I am happy to announce that my website has been updated! On it you will find several new features including client resources, an outline of my process, and articles covering key topics in finance, among many other things. Let me know what you think! https://advisor.morganstanley.com/eric.rosen ADVISOR.MORGANSTANLEY.COM Eric Rosen | Jericho, NY | Morgan Stanley Wealth Management
We answer clients’ most frequently asked questions regarding stimulus and tax policy. Contact me directly for a copy of “US Policy Pulse: FAQs From Our Clients,” to learn more.
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
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!
The rush to explore the expanding frontiers of the space economy is accelerating. Here are five themes driving investors’ interest. MORGANSTANLEY.COM 2021: A New Space Economy | Morgan Stanley
The 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
“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
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
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
I am happy to announce that my website has been updated! On it you will find several new features including client resources, an outline of my process, and articles covering key topics in finance, among many other things. Let me know what you think! https://advisor.morganstanley.com/eric.rosen ADVISOR.MORGANSTANLEY.COM Eric Rosen | Jericho, NY | Morgan Stanley Wealth Management
We answer clients’ most frequently asked questions regarding stimulus and tax policy. Contact me directly for a copy of “US Policy Pulse: FAQs From Our Clients,” to learn more.

Information

Company name
Eric Rosen - Morgan Stanley
Category
Financial and Investment Services
Est
1935

FAQs

  • What is the phone number for Eric Rosen - Morgan Stanley in Jericho NY?
    You can reach them at: 516-336-0743. It’s best to call Eric Rosen - Morgan Stanley during business hours.
  • What is the address for Eric Rosen - Morgan Stanley on two jericho plaza in Jericho?
    Eric Rosen - Morgan Stanley is located at this address: Two Jericho Plaza Jericho, NY 11753.