We expect volatility to remain high for the next two to three months as our fragile economy absorbs some recent disappointments. Learn more:
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How Policy Uncertainty May Have Caused Latest U.S. Correction | Morgan Stanley
More access. More value. More protection. These are just a few perks of our Morgan Stanley CashPlus brokerage account. Click below or contact us for more details.
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CashPlus: A Modern Alternative to Banking | Morgan Stanley
It may be hard to remember during an election year, but the market is more correlated with the business cycle than with which political party is in the White House. Learn more in “U.S. Policy Pulse: A History of General Election Performance.” DM me for a copy.
As COVID-19 vaccine development continues in phase three studies, the logistics of FDA approvals, production and the complex hurdles of distribution are taking shape.
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Why Vaccine Discovery Is Just the Beginning | Morgan Stanley
ATM fees can add up quickly. Get unlimited ATM fee rebates worldwide with a Morgan Stanley CashPlus brokerage account. Contact us to learn more.
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CashPlus: A Modern Alternative to Banking | Morgan Stanley
The habits of top golfers can also be applied to how you invest. A pro in both the game and the market explains.
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The Surprising Connection Between Golf and Investing | Morgan Stanley
With a U.S. fiscal stimulus deal looking more likely, the risk of long-term interest rates moving higher has now increased—a shift that could benefit recovery stocks.
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Near-term Correction; Long-term Recovery? | 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
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.
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Social Media Safety For Kids
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 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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Higher education expenses are higher than ever. So it’s important to stay the course in saving for college, even in challenging times. I’m here to help—reach out today and let’s put a plan in place to prepare for a new tomorrow.
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Investing in a Loved One’s Education: Plan Now for the Future | 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:
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As winter approaches, make sure you’re prepared for the extreme weather it brings. Here are some resources to help you prepare and stay safe during a snowstorm:
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Snowstorms & Extreme Cold | Ready.gov
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
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
Even if your financial goals may seem out of reach, it’s never too late to course-correct—and it might be easier than you think. Together, we can make a strategy for your new tomorrow. Contact me today to get back on track.
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What to Do If You Are Off Track on Your Goals | 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:
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Giving Back to Veterans | 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.
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Your 2020 Guide to Holiday Giving | 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.
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Security Tips for the Giving Season | Morgan Stanley
Why the global V-shaped economic recovery has stayed on track, despite recently rising COVID cases and shutdowns, putting 6.4% GDP growth in reach for 2021.
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2021 Global Economic Outlook: The Next Phase of the V | Morgan Stanley
Investors should prepare now for the economic recovery we expect to see next year. Learn more:
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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
See four reasons why an economic surge in the U.S. early next year will likely lead to a rotation in market leadership:
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Preparing Your Portfolio for a “Coiled Spring” Economy | 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:
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Searching for New U.S. Stock Market Catalysts | Morgan Stanley
2020 is almost over. Consider incorporating tax-efficient investment strategies into your wealth plan today to help you build more wealth for tomorrow. Learn more here:
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Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
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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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.
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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.
"Four million privately held businesses stand to change hands over the next two decades. Three quarters of those owners do not have an exit plan.” Find out how Morgan Stanley can support small businesses from Liz Dennis, Head of Strategic Client Management.
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Monetizing Your Small Business | Morgan Stanley Minute
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
Learn how markets can help address complex ESG problems such as coronavirus, climate change and inequality.
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How Business Can Drive Sustainability | 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.
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Password Security
As we saw in January, an increase in speculative trading can fuel gains as well as losses. Read more in On the Markets:
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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:
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GIC Investment Perspectives February 2021 - 1430381
Climate change, security and telecoms are among the key themes driving a boom in the space economy. Here's a look behind the increased interest.
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2021: A New Space Economy | 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!
Comparative analysis shows sustainable funds beating traditional peers in 2020 amid coronavirus.
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Sustainable Funds Beat Peers in 2020 | Morgan Stanley
Widespread agreement about where the economy and markets are heading may set up risks for later this year. Here’s why:
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Consensus on Recovery Could Lead to Market Instability | Morgan Stanley
Ten key themes may reshape global markets this year and drive a shift in the profile of winners and losers.
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2021 Investing: Top 10 Trends to Watch | Morgan Stanley
Interest rates tend to be slower to react to positive events than stocks, which helps explain why rates are rising lately. Read more in On the Markets:
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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:
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GIC Investment Perspectives March 2021 - 1439432
No surprise that finances are a leading source of stress for employees. Luckily, says Jed Finn, there’s something employers can do about it.
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Financial Wellness at Work | Morgan Stanley Minute
Grateful for all the amazing women in my life today and every day. Happy International Women’s Day!
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:
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Online Security Center - How To Protect Yourself | Morgan Stanley
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.
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2021: A New Space Economy | Morgan Stanley
Don’t forget to set your clocks forward this Sunday!
Figuring out the amount of risk you’re taking across multiple accounts can be a real pain. Morgan Stanley’s award-winning Portfolio Risk Platform can help provide a holistic view into the risk of all your accounts. Learn more.
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Morgan Stanley’s Portfolio Risk Platform Wins Celent Model Wealth Manager 2021 Award for Products and Platforms | Morgan Stanley
Don’t forget to set your clocks forward this Sunday!
