Hongmin Lu - Morgan Stanley

(on stevens creek blvd)
Financial and Investment Services in Cupertino, CA
Financial and Investment Services

Location

20400 Stevens Creek Blvd
Cupertino, CA
95014

Photos

Hongmin Lu - Morgan Stanley Photo

Services

  • Wealth Planning
  • Private Wealth Management
  • Institutional Investment

Latest

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
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
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
Despite the many challenges we face combating climate change, the opportunity to invest in a more resilient and positive future while meeting your financial goals does exist. Learn more. MORGANSTANLEY.COM On Climate, Investors Seek Positive Change | Morgan Stanley
Trading corrections is difficult so the best approach may be to ride it out, says Morgan Stanley & Co. CIO Mike Wilson. Read more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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
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
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
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
'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
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 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?
Global stocks sell off as markets digest politics, earnings and new lockdowns in Europe. 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
Cyberthieves are increasingly targeting remote workers. See how employees and employers can protect themselves. MORGANSTANLEY.COM Cybersecurity Tips for Remote Work | 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
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
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
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
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 www.morganstanley.com
On Veteran’s Day, and every day, I’m grateful to those who have served.
Even with outstanding insurance coverage, there are still hidden risks you may not see coming. Learn more about how a simple risk assessment can go a long way in closing any coverage gaps and help you avoid major loss or liability. MORGANSTANLEY.COM How Affluent Families Can Plan for Hidden Risks | 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
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
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
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
Social media apps and websites allow us to communicate and keep in touch with our friends and family, but what we post online can also be exploited. Make sure to think twice before posting sensitive information. YOUTUBE.COM Limit the Information You Share Online - YouTube
Happy Thanksgiving to those with us and those far away.
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
Sometimes it’s hard to tell a legitimate charity from a scam. Use these tips during the holidays to help ensure your money is going to those in need. MORGANSTANLEY.COM Security Tips for the Giving Season | Morgan Stanley
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
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
https://www.morganstanley.com/content/mscampaign/en/wealth-management/move-report/move-report2020dec1.html?workspace_id=325613&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
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
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
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
https://www.morganstanley.com/content/mscampaign/en/wealth-management/move-report/move-report2020dec1.html?workspace_id=325613&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
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
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
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
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
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
Today is the first day of winter! What traditions are you looking forward to this season?
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
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
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
A key strategy for boosting potential long-term returns is minimizing the impact of taxes across your investments. Let’s create a strategy that’s right for you. MORGANSTANLEY.COM These Steps May Reduce Your Taxes | Morgan Stanley
On this special edition of the podcast, we discuss the outlook for sustainability and ESG investing in 2021 with some key themes for investors to watch. MORGANSTANLEY.COM What’s in Store for ESG Investing? | Morgan Stanley
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
Today is the first day of winter! What traditions are you looking forward to this season?
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
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 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?
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
A key strategy for boosting potential long-term returns is minimizing the impact of taxes across your investments. Let’s create a strategy that’s right for you. MORGANSTANLEY.COM These Steps May Reduce Your Taxes | Morgan Stanley
On this special edition of the podcast, we discuss the outlook for sustainability and ESG investing in 2021 with some key themes for investors to watch. MORGANSTANLEY.COM What’s in Store for ESG Investing? | Morgan Stanley
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
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
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
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
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
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
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
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
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
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
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
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
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
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
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
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
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
S&P 500 rallies for second straight day as markets recover from last week's slide. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Even though last year’s “stay at home” winners outperformed in January, we suggest investors emphasize less expensive stocks tied to the post-pandemic economic recovery. Here’s why: MORGANSTANLEY.COM Keep Your Eyes on the Recovery | Morgan Stanley
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!
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
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.
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
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
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
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents 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
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
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
It will take a global effort to combat climate change. Now that we are on track to officially re-enter the Paris Climate Agreement, learn more about the commitments you can make as an investor: MORGANSTANLEY.COM On Climate, Investors Seek Positive Change | 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
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
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
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.
S&P 500 snaps five session string of losses with back-to-back rallies. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
According to a recent Small Business Administration survey, 88% of small business owners feel vulnerable to a cyber-attack. Statistics like this prove that cybersecurity has never been more important. Here are some key resources to help you protect yourself from cybercrime: MORGANSTANLEY.COM Online Security Center - How To Protect Yourself | Morgan Stanley
Have your 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
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
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
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
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
Increasingly there are ways that the public and private sector can work together to combat climate change, arguably one of the greatest systemic challenges of our time. Learn more about the role you can play as an investor: MORGANSTANLEY.COM On Climate, Investors Seek Positive Change | Morgan Stanley
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
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
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
What are the potential impacts of the new administration's infrastructure and environmental agenda? Will higher interest rates lead to inflation? 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
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
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!
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
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
Don’t forget to set your clocks forward this Sunday!
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
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
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
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
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

Information

Company name
Hongmin Lu - Morgan Stanley
Category
Financial and Investment Services
Est
1935

FAQs

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    You can reach them at: 408-861-2021. It’s best to call Hongmin Lu - Morgan Stanley during business hours.
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    Hongmin Lu - Morgan Stanley is located at this address: 20400 Stevens Creek Blvd Cupertino, CA 95014.