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Joe Carter & Tim Hester named to Forbes Magazine's list of America's Best-in-State Wealth Advisors - Space Coast Business Magazine
Broad rally across equities on Monday as markets look to recover following four consecutive weeks of declines. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Despite Friday's rebound S&P 500 finishes lower for a fourth consecutive week. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
A lot of people may be concerned by the amount of volatility they are seeing in the market. After the recent run-up in the markets this correction is not only expected, it is probably healthy. In addition We expect volatility before an election regardless of the expected or actual outcome. If you are concerned with the market or how current events are affecting you then do not hesitate to reach out and we can help you ensure you are prepared and informed.
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:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
The seasons changing are always a good time to reflect. Happy Fall!
Take a look at our Newsletter for the 4th Quarter. We wanted to give you a small peak into our time working from home, some insight from our team and also a peak at some of the thoughts on upcoming events from our Global Investment Committee. For the full issue of "Thoughts on the Markets," reach out and I will provide it to you.
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.
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Fall Planning for Your Finances | Morgan Stanley
'Big Tech' rally sends stocks sharply higher on Monday. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | 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:
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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:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Make the most of being a Morgan Stanley client with our financial management tools available on Morgan Stanley Online. If you aren’t using our tools already, let’s talk.
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Online Financial Tools | Morgan Stanley
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.
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Time to Reconsider Conventional Investing Wisdom | 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
China could represent an attractive long-term strategic investment opportunity. Here’s why:
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3 Reasons Investors Shouldn’t Overlook China’s Economic Rebound | 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 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:
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Could U.S. Markets Soon Get Unstuck? | 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
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 financial sector is among our top ideas for 2021. Here’s why:
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5 Reasons to Consider Investing in Financials in 2021 | Morgan Stanley
Tax efficiency makes a big difference. Let’s talk before year-end.
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Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
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
The recent sell-off in emerging markets may have created an opportunity to add selectively to China allocations in portfolios. Here's why:
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China’s Sell-Off May Be an Opportunity | 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.
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Tax Season Cybersecurity Tips | Morgan Stanley
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
Nominal GDP growth could be nearly 10% in 2021, but comparisons get tough in 2022 with growth estimates falling below 3%.
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Are We Nearing Peak Growth? | Morgan Stanley
If inflation rises faster than expected, the Fed may need to adjust its ultra-dovish policy stance. Here’s why:
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Rising Rates May Signal Market Shifts Ahead | Morgan Stanley
