The seasons changing are always a good time to reflect. Happy Fall!
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:
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The Case for Non-U.S. Stocks | Morgan Stanley
After years defending the U.S. against cybersecurity threats, Prashanth Challa brings his expertise to protect our Financial Advisors and clients.
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Meet Prashanth Challa
Did you know Morgan Stanley operated as a private partnership until the 1970's? Discover more about the firm's history on our 85th anniversary website.
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Our History — Morgan Stanley
The top five stocks in the S&P 500 make up more than 20% of the index, introducing concentration risk. Learn more:
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A recent shift in Fed policy could fuel inflation over the intermediate term. So far markets are ignoring the risks, but that may change. Learn more:
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Why the Fed’s Inflation Shift is a Big Deal | Morgan Stanley
As we adjust to a new normal, now is the time to revisit your personal financial strategy with a fresh perspective—whether that’s revising wealth plans, bolstering budgets, or simply getting started. Contact me today to plan for a new tomorrow.
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Your Life, Your Wealth: Planning for a New Tomorrow | Morgan Stanley
We looked at 108 indices to see which assets may benefit based on who wins the presidential election. We found that the differences are significant and that conventional wisdom often doesn’t align with market results. Contact me to get access to the 2-part report “U.S. Policy Pulse: A History of General Election Performance” to learn more.
New and emerging computing paradigms draw on quantum physics and biology to drive radical improvements in efficiency, processing power and reasoning.
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Could a Computer Think Like a Human? | Morgan Stanley
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 top five stocks in the S&P 500 make up more than 20% of the index, introducing concentration risk. Learn more:
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The current environment may provide a backdrop that is favorable to gold. Here's why:
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As a result of the pandemic, it is estimated that 1 in 6 people in the US alone could face hunger in 2020. Together with my Morgan Stanley colleagues around the world, we’re working to change this outcome. As part of Move for Meals, we are walking October 16 – 18 to raise awareness and funds for our global hunger partners. #MSGivesBack #WorldFoodDay
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.
Europe as tech hub? A refreshingly modern stock mix is challenging old-economy stereotypes about European equities:
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7 Reasons European Equities are Due a Fresh Look | 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.
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U.S. Election 2020: Straightaways and Detours | Morgan Stanley
So glad we have Kelly Roberts to help us deliver excellent service to our clients! Please join us in celebrating Service Professionals at our firm! We applaud their unwavering commitment to ensuring our clients receive first-class service, even throughout these uncertain times. Thank you for rising to the challenge every step of the way.
Boo! Happy Halloween!
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
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.
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The State of Your Parents' Estate | 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:
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Keeping You Safe While Traveling During COVID
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:
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GIC Investment Perspectives November 2020 - 1397886
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:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
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
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.
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Shalett: ‘Looking Past Jobs Data’ | Morgan Stanley
Planning for your next American road trip? Here are some tips to travel smartly and safely and some perks for Morgan Stanley Reserved Living & Giving members!
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The Great American Road Trip
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.
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Special Episode: 2021 U.S. Outlook | 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.
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GIC Investment Perspectives December 2020 - 1410657
Warmest wishes for a Happy Chanukah!
Today is the first day of winter! What traditions are you looking forward to this season?
Investors should prepare now for the economic recovery we expect to see next year. Learn more:
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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.
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Online Financial Tools | Morgan Stanley
The interest rate used to calculate payments and interest on many floating-rate loans, derivatives and bonds is changing. Here's what you should know about LIBOR:
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Merry Christmas! Even if Christmas is different this year in size or scope of celebration, I hope it is still special for you!
Most of us are eager for 2021 to begin, if only for the hope a new year can bring. Consider these four steps to help you reset your finances in the new year, from my colleague, Krystal Barker Buissereth, who leads our Financial Wellness business.
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2021: Time for a Financial Reset | Morgan Stanley
Taking steps to lessen the amount that taxes take out of your retirement portfolio can help you keep more of your nest egg. Here’s how:
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Tax-Smart Strategies for Your Retirement | Morgan Stanley
Before you return to pre-pandemic spending habits, take a closer look at your budget. There may be some line items that aren’t as necessary as you once thought. I can help you design a new budget for a New Year.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals.
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Preparing for a Post Pandemic Market | Morgan Stanley
“We see the revival of commodity prices as another reason to expect a good decade for emerging markets,” says Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Team. Listen now for more key takeaways:
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The Case for Commodities This Decade
Learn about the gaining popularity of SPACs and why issuers, companies and investors are choosing it vs. IPOs.
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SPACs, an IPO Alternative, Explained | Morgan Stanley
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more:
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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
Given recent market volatility, you may need to tweak your portfolio or adjust your savings rate to meet your investing targets in 2021. I can help you determine the right moves for your financial situation.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
The first 200 days of a president’s term stands out in terms of stock market performance compared with other time periods. See “US Policy Pulse: Preparing for Biden’s First 100 Days,” to learn more. DM me for a copy.
Flip through this presentation to see your ideal level of accumulated retirement savings based on your age and income:
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For 2021, GIMA is adding Real Assets, Infrastructure, Green Energy, Direct Lending, and Opportunistic Real Estate to its alternative investing themes. Learn more:
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Women face unique hurdles when navigating toward their financial goals. As a female Financial Advisor, Annie Evans can relate. Learn how she empowers her clients to meet their goals.
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Morgan Stanley Women Without Limits: Annie Evans
Fiscal and monetary actions during the pandemic have led to unconstrained growth in federal debt and deficits. Learn more:
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As a Financial Advisor, Noel Brown empowers women to be financially independent. Hear how she advises her clients to become the drivers of their wealth plans.
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Morgan Stanley Women Without Limits: Noel Brown
Discover equities debates where the firm’s views diverge from market consensus. 7 themes that could shape industries and drive asset prices in 2021.
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7 Ideas That Could Add Alpha in 2021 | Morgan Stanley
Wishing everyone a sweet Valentine’s Day!
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:
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Keep Your Eyes on the Recovery | Morgan Stanley
Five areas of the bond market may offer opportunities for higher yields and portfolio diversification.
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2021 Credit Outlook: Finding Yield | Morgan Stanley
In honor of Black History Month, join me in exploring the virtual exhibits and digital resources from the National Museum of African American History and Culture in Washington, DC.
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National Museum of African American History and Culture
There is no single "best age" to start claiming Social Security. Learn about factors to consider when deciding:
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Please join me in congratulating Will Hunt, named to the Forbes 2021 ranking of Best-In-State Wealth Advisors Tennessee. You represent the best our industry has to offer, and we are proud to celebrate this accomplishment with you! So glad I get to work with you!
Wishing everyone a sweet Valentine’s Day!
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
Five areas of the bond market may offer opportunities for higher yields and portfolio diversification.
MORGANSTANLEY.COM
2021 Credit Outlook: Finding Yield | Morgan Stanley
In honor of Black History Month, join me in exploring the virtual exhibits and digital resources from the National Museum of African American History and Culture in Washington, DC.
NMAAHC.SI.EDU
National Museum of African American History and Culture
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
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
Investors should prepare now for the economic recovery we expect to see in the second half of this year. Learn more:
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There is no single "best age" to start claiming Social Security. Learn about factors to consider when deciding:
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hsl-pnw-downloadable-files.s3.amazonaws.com
Please join me in congratulating Will Hunt, named to the Forbes 2021 ranking of Best-In-State Wealth Advisors Tennessee. You represent the best our industry has to offer, and we are proud to celebrate this accomplishment with you! So glad I get to work with you!
Wishing everyone a sweet Valentine’s Day!
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
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
Investors should prepare now for the economic recovery we expect to see in the second half of this year. Learn more:
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hsl-pnw-downloadable-files.s3.amazonaws.com
There is no single "best age" to start claiming Social Security. Learn about factors to consider when deciding:
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hsl-pnw-downloadable-files.s3.amazonaws.com
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
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.
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Online Security Center - Digital Tools | Morgan Stanley
Getting started investing may be easier than you expect. Here's how:
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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
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
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
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
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
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.
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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
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
Getting started investing may be easier than you expect. Here's how:
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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!
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
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
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
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
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
By 2030, women are expected to control more than $30T in US household financial assets. Learn what’s needed to make the most of your finances, even when life throws a curveball.
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Unique Financial Challenges Women Face | 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
“Those who pay attention to the U.S. Latino segment are going to remain competitive and be a leader in their respective industries.” says Ileana Musa, Co-Head of International Wealth Management. Learn more in a 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!
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
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
