#HispanicHeritageMonth celebrates the vast history, culture and contributions of Hispanic-Americans. We honor these traditions and the culture of the Hispanic-Latino heritage, today and every day.
I’d like to wish a meaningful fast to my friends observing Yom Kippur.
Would you like an unbiased second opinion on your investment strategy before the election?
Call me today at 949-365-5313 or email liz.rizza@morganstanley.com
Complimentary - Happy Friday :)
Liz Rizza
Financial Advisor
Morgan Stanley Wealth Management
28202 Cabot Road, Suite 500
Laguna Niguel, CA 92677
(949) 365-5313 | direct
(949) 365-5398 | facsimile
(800) 965-2576 | toll free
Liz.Rizza@morganstanley.com
Click here to book time with me
NMLS # 1891510
CA Insurance License #4017685
Advice matters https://players.brightcove.net/644391012001/Hyv5hYd8M_default/index.html?videoId=6092950954001
Portfolio Risk Platform https://players.brightcove.net/644391012001/S1g5wv8HqW_default/index.html?videoId=5972683916001
The Balog Group at Morgan Stanley
28202 Cabot Road, Suite 500
Laguna Niguel, CA 92677
Direct: 949 365 5306
Toll: 888 446 6046
Fax: 949 365 5398
Anouchka.m.balog@morganstanley.com
https://advisor.morganstanley.com/the-balog-group
The seasons changing are always a good time to reflect. Happy Fall!
This month is a chance to celebrate and share in the culture and contributions of my friends and colleagues in the Hispanic-Latino community.
On this special edition of the podcast, Jessica Alsford, Head of the Global Sustainability Research Team talks with Michael Zezas about the important role ETFs are playing for ESG investing.
https://www.morganstanley.com/ideas/thoughts-on-the-market-zezas?workspace_id=356937&suggested_content_id=1423317&social_network=linkedin&cid=whmt-smfa-thoughts-6076&ET_MID=noloc
MORGANSTANLEY.COM
How Much Aid Do State/Local Governments Need? | 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
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
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.
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Energy and Climate Change: A Story in 11 Charts | Morgan Stanley
Do tech-driven energy efficiencies—coupled with a shift in environmental attitudes—mean oil demand will fail to recover to pre-COVID levels?
MORGANSTANLEY.COM
The New Definition of “Peak Oil”? | Morgan Stanley
As education costs rise, it's critical to start planning early. The right college savings strategy can help ease financial stress for you and your family. Start by finding answers to key questions here.
MORGANSTANLEY.COM
Planning for the Rising Cost of Education | Morgan Stanley
Amid the uncertainty, three topics should be front of mind for investors: implications of a divided government, the path to fiscal stimulus and tax changes.
MORGANSTANLEY.COM
Why the Election Just Got Trickier | Morgan Stanley
With the election finally here, learn why we believe investors should favor the early-cycle recovery playbook—cyclicals over defensives, small over large caps, equal-weighted over cap-weighted S&P—and which sectors are likely to benefit under each candidate. DM me for a copy of our report, “US Policy Pulse: Biden vs. Trump: Sector Risks and Opportunities."
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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My Elopement in 2020
For I Can't Help Falling In Love With You
Love is Love
LGBTQ
I am Here to also help the LGTBQ community with financial planning.
Everyone Deserves a Financial Plan.
Thank you
Liz Rizza
Morgan Stanley
Financial Advisor
https://advisor.morganstanley.com/liz.rizza
Don't forget to turn those clocks back - it's Daylight Savings!
Boo! Happy Halloween!
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:
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Mobile App & Online Wealth Management | 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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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.
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Online Financial Tools | 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
Wishing everyone a happy and healthy New Year!
Tax efficient strategies can have a surprisingly large impact on lifetime wealth accumulation. Learn more:
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Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
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:
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Personal Cybersecurity Checklist | Morgan Stanley
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
Did you know that 90% of women have one or more risk factors for developing heart disease? Join me in raising awareness by knowing the facts. #GoRedforWomen
GOREDFORWOMEN.ORG
Facts
Sport Webinar for Athletes and Coaches- Please join us for a topic on
HOW TO GROW YOUR WEALTH AND PROTECT IT"
EVENT DETAILS
Date: February 20, 2021
Time: 1:00 PM-2:00 PM PST
ZOOM: Meeting ID: 625 656 7926
RSVP: Liz.rizza@morganstanley.com
Getting where you want to go often means having room to adjust and shift financial priorities. Learn how our Goals Planning System can help.
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Planning Today to Help You Thrive Tomorrow | Morgan Stanley
Women and Wealth Webinar
Date: Feb 13th Saturday
Time: 10AM-11AM PST
RSVP: liz.rizza@morganstanley.com
