Learn why the stock market is again in a correction. See three key catalysts behind the latest swoon—and potential portfolio moves to consider now.
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How Policy Uncertainty May Have Caused Latest U.S. Correction | Morgan Stanley
One way to address climate change risk in equity portfolios? Invest in high-quality, low-carbon companies.
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Climate Risk in Stock Portfolios | 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
Cyclical bear markets and economic recessions can occur within secular bull markets. Learn more:
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COVID-19 and social distancing are driving tech innovations that could outlast the pandemic. Learn how that could be an opportunity for investors:
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Is the Pandemic Accelerating Digital Disruption? | 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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Smart devices provide convenience, but also present security risks. Learn how to enjoy these devices securely.
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Protecting Your Smart Devices | Morgan Stanley
Learn why stock markets may be volatile as Election Day nears, and why investors should watch for rising long-term rates once the outcome is clear.
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An Election Investing Strategy from Now to November | Morgan Stanley
These ideas can help you organize your financial life, prepare for the unexpected and stay focused on what truly matters to you and your family long term.
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Your Life, Your Wealth: Planning for a New Tomorrow | 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
Though education costs continue to climb, starting to save early can make a difference.
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Planning for the Rising Cost of Education | Morgan Stanley
Learn how the pandemic gave rise to a new virtual process for companies to go public. Is it here to stay?
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IPOs Go Virtual During Pandemic | Morgan Stanley
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
Discover why the economic recovery remains on track, despite surging virus cases and faltering stimulus.
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Shalett: ‘Grinding Improvement’ | 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
Health-care costs are rising—especially for retirees, and many will need long-term care. Learn the moves you can make to help prepare yourself.
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Planning for the Rising Costs of Health Care | Morgan Stanley
2020 has been a challenging year; however, I would like to say thank you for your continued support and trust when it comes to your financial needs
I wish you and your family a very Happy Thanksgiving!
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
In the next few months, positive catalysts are likely to dominate the economic outlook. See three signs of light at the end of the 2020 tunnel:
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Seeing Light at the End of the Tunnel | Morgan Stanley
After a year of chaos, the 2021 investment outlook is refreshingly normal: Trust the recovery and, for most assets, stick with the early-cycle playbook.
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2021 Investor Strategy Outlook: 6 Takeaways for the Year Ahead | Morgan Stanley
My clients who are Morgan Stanley Reserved Living & Giving members get the best deals on Lexus, BWM, Mercedes, Audi and more! Reach out if you are interested in learning more about our loyalty program.
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Reserved Exclusives: Offers & Benefits
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
As one year ends, another begins. Thank you for joining me on this journey, and I wish everyone a wonderful holiday season. I am looking forward to seeing you in the New Year.
Still looking for the perfect gift? Make an impact when you shop from Morgan Stanley Gifts for Good Guide.
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Gifts for Good
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
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? I can help.
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New Year Financial Resolutions: A Fresh Start | 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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Flip through this presentation to see your ideal level of accumulated retirement savings based on your age and income:
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On Monday, Jan. 18, 2021, the markets are closed to join the nation in remembering and celebrating the great American leader, Dr. Martin Luther King, Jr. and his immeasurable contributions to the character of our country.
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:
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GIC Investment Perspectives January 2021 - 1419805
Fiscal and monetary actions during the pandemic have led to unconstrained growth in federal debt and deficits. Learn more:
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The potential drag from taxes on investment returns is not always clear, but can be material. Learn more:
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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
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Facts
An abundance of liquidity is threatening to potentially unmoor real 10-year Treasury yields and drive up inflation. WM’s Lisa Shalett discusses this “double-edged sword” on Bloomberg.
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Shalett: Too Much Liquidity? | Morgan Stanley
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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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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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
I am happy to share the latest research pieces published by Morgan Stanley.
These reports evaluate many different topics ranging from technology, current market trends and other critical topics.
Do you agree or disagree with the thoughts provided? Let me know what you think!
Click on the "resource hub" section of my website to access the reports.
Resource Hub Link: https://advisor.morganstanley.com/neal.teicher
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
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
Learn why U.S. markets may start to move sideways, as positive rates of change begin to slow after the anniversary of the pandemic recession—and rebound.
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Are We Nearing Peak Growth? | Morgan Stanley
Invest in your future and contribute to your IRA today on Morgan Stanley Online. You have until April 15 to make a contribution for tax year 2020 (if eligible). Don’t miss out and reach out to me if you have any questions!
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.
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Shalett: Monetary Velocity Picking Up | Morgan Stanley
We answer clients’ most frequently asked questions regarding stimulus and tax policy. Contact me directly for a copy of “US Policy Pulse: FAQs From Our Clients,” to learn more.
