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
“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.
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Curbing Carbon Using Technologies | Morgan Stanley
Climate change is now an economic reality. Here’s how companies are responding to investor demand for positive change on environmental issues.
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On Climate, Investors Seek Positive Change | Morgan Stanley
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
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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When it comes to planning for a loved one’s education, there is no “one size fits all” approach. Learn how you can identify the right education funding strategy for you.
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529 Plans and More: A Guide to Investing in a Loved One’s Education | 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
Fall is right around the corner. Here are some financial tips to help you set yourself up for a successful year-end and a better 2021.
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Fall Planning for Your Finances | Morgan Stanley
With mixed signals coming from the White House and Congress, should investors be concerned about no further stimulus? Why there may still be good news.
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Should Investors Prepare for No Stimulus? | Morgan Stanley
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
As the healthcare industry reaches a seminal moment, learn three key topics that will shape its future.
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3 Themes Shaping Healthcare | 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
In part two of our special election episode, we look at the policies that could potentially come out of divided party control among the White House, Senate and House, and how they might impact markets.
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U.S. Election 2020: Divided Government Scenarios | 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
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.
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Is the Worst of the Correction Over? | Morgan Stanley
Do you want to involve your family in charitable giving? Donor advised funds give you the flexibility and time to involve family members in your strategic giving, so you can share the causes that are important to both you and your loved ones.
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Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving | 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:
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives November 2020 - 1397886
On Veteran’s Day, and every day, we are grateful to those who have served.
Stocks soar on 're-opening' trade following strong initial vaccine data. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
In honor of Veterans Day, Morgan Stanley is the title sponsor of The Honor Foundation’s “A Toast to Veterans” on Wednesday, November 11th. Join us to thank those whose selfless commitment and tremendous sacrifices make it possible for all of us to enjoy the freedoms we treasure most.
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A Toast to U.S. Veterans | 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
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:
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What the Yield Curve May Be Trying to Tell Investors | Morgan Stanley
From all of us at The Table Rock Group, please have a happy and safe Thanksgiving!
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
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:
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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
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
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
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.
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2021: Time for a Financial Reset | 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
All the best to everyone this holiday season!
The Table Rock Group at Morgan Stanley
December 30, 2020 at 4:46 PM ·
In this month’s edition of Good News from The Table Rock Group, we would like to highlight the special role that man’s best friend plays in many of our lives.
In this month’s edition of Good News from The Table Rock Group, we would like to highlight the special role that man’s best friend plays in many of our lives.
While it has been a strange year in many ways, growth and progress can still be achieved. Founding member of The Table Rock Group, Kathy Grasmeder, recently discussed what she thinks makes our team and the service we provide special. Please click the link below to view Kathy’s video message and learn more about our team.
ADVISOR.MORGANSTANLEY.COM
The Table Rock Group | Glens Falls, NY | Oneonta, NY | Morgan Stanley Wealth Management
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
If you dipped into your rainy day to cover expenses in 2020—or never had one in the first place—make it a top priority in 2021 to set aside three to six months of expenses. Not sure where to start? Read the article below for some tips.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Recent election outcomes point to less gridlock ahead in D.C., which could prompt economic reflation and sector rotation. Learn more:
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3 Takeaways from a More Unified Government | Morgan Stanley
Despite the news flow of the past few months, the market has continued to perform well in the face of uncertainty. The Table Rock Group’s own Ed Costello explains his view of 2020, and what he expects is on the horizon for markets and the economy in 2021. Click the link below to see Ed’s video message.
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The Table Rock Group | Glens Falls, NY | Oneonta, NY | Morgan Stanley Wealth Management
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:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Beyond risk and return, today’s investors want to understand the social and environmental impact of their investments. See how Morgan Stanley IQ helps our clients do just that.
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Sustainable Investing Tool
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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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
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
The Table Rock Group is proud to announce that its very own Matthew Baitinger has been named to Morgan Stanley’s prestigious Pacesetter’s Club. This award acknowledges Financial Advisors that demonstrate high professional standards, exceptional performance, and dedication to clients. Congratulations Matt!
As markets have been volatile over the past year or so, it is important to remember that long-term investors should look to stay the course. The Table Rock Group’s Dan Grasmeder explains why weathering volatility is so important in keeping your financial plan on track. Click the link below to learn more in our custom video.
ADVISOR.MORGANSTANLEY.COM
The Table Rock Group | Glens Falls, NY | Oneonta, NY | Morgan Stanley Wealth Management
In recognition of her exceptional service to clients and tireless work on their behalf, The Table Rock Group is pleased to announce that Janet Branigan has been named to Morgan Stanley’s Pacesetter’s Club. No one is more deserving of this honor. Congrats Janet!
In this month’s edition of “Good News” from The Table Rock Group, we highlight the gift that tomorrow plays in all our lives. You can read more on our website at: https://advisor.morganstanley.com/the-table-rock-group
Learn why investor optimism about the pace of the economic recovery is generating new market highs, but could also lead to market instability come summer.
MORGANSTANLEY.COM
Consensus on Recovery Could Lead to Market Instability | Morgan Stanley
Congratulations to The Table Rock Group's Kathleen Grasmeder, who has again been named to Forbes Magazine’s list of Best-In-State Wealth Advisors for 2021. This prestigious award recognizes a consistent commitment to excellence in serving the needs of clients, which is a quality that Kathy demonstrates each and every day. Congrats Kathy!
You can’t predict tomorrow, but you can create a plan to help you make informed decisions about your financial future. In the video below, The Table Rock Group’s Amy Cesarano explains how goal setting and proactive planning can help you navigate uncertainty, and how our team can help along the way.
ADVISOR.MORGANSTANLEY.COM
The Table Rock Group | Glens Falls, NY | Oneonta, NY | Morgan Stanley Wealth Management
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
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
Congratulations to The Table Rock Group's Kathleen Grasmeder, who has again been named to Forbes Magazine’s list of Best-In-State Wealth Advisors for 2021. This prestigious award recognizes a consistent commitment to excellence in serving the needs of clients, which is a quality that Kathy demonstrates each and every day. Congrats Kathy!
You can’t predict tomorrow, but you can create a plan to help you make informed decisions about your financial future. In the video below, The Table Rock Group’s Amy Cesarano explains how goal setting and proactive planning can help you navigate uncertainty, and how our team can help along the way.
ADVISOR.MORGANSTANLEY.COM
The Table Rock Group | Glens Falls, NY | Oneonta, NY | Morgan Stanley Wealth Management
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
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
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
Congratulations to The Table Rock Group's Kathleen Grasmeder, who has again been named to Forbes Magazine’s list of Best-In-State Wealth Advisors for 2021. This prestigious award recognizes a consistent commitment to excellence in serving the needs of clients, which is a quality that Kathy demonstrates each and every day. Congrats Kathy!
You can’t predict tomorrow, but you can create a plan to help you make informed decisions about your financial future. In the video below, The Table Rock Group’s Amy Cesarano explains how goal setting and proactive planning can help you navigate uncertainty, and how our team can help along the way.
ADVISOR.MORGANSTANLEY.COM
The Table Rock Group | Glens Falls, NY | Oneonta, NY | Morgan Stanley Wealth Management
The degree of fiscal stimulus and its directness in targeting households and small businesses—combined with healthy budgets and pent-up demand—are likely to increase monetary velocity. WM’s Lisa Shalett discusses how this could drive inflation on Bloomberg.
MORGANSTANLEY.COM
Shalett: Monetary Velocity Picking Up | Morgan Stanley
The IRS has extended the federal tax filing deadline for individuals from April 15th to May 17th. See how this may affect you by clicking the link below for more information.
IRS.GOV
Tax Day for individuals extended to May 17: Treasury, IRS extend filing and payment deadline | Internal Revenue Service
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
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
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
Congratulations to The Table Rock Group's Kathleen Grasmeder, who has again been named to Forbes Magazine’s list of Best-In-State Wealth Advisors for 2021. This prestigious award recognizes a consistent commitment to excellence in serving the needs of clients, which is a quality that Kathy demonstrates each and every day. Congrats Kathy!
