Randy M Levitt - Morgan Stanley

(on pga boulevard)
Financial and Investment Services in Palm Beach Gardens, FL
Financial and Investment Services

Location

3801 PGA Boulevard
Palm Beach Gardens, FL
33410

Photos

Randy M Levitt - Morgan Stanley Photo

Services

  • Wealth Planning
  • Private Wealth Management
  • Institutional Investment

Latest

Hackers and fraudsters work around the clock. We do too. See how Morgan Stanley proactively learns from and responds to cybersecurity threats. YOUTUBE.COM Going on the Offensive
Trading corrections is difficult so the best approach may be to ride it out, says Morgan Stanley & Co. CIO Mike Wilson. Read more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Are you interested in investing in ways that can help drive positive climate outcomes? I can help you align your investments with your vision for a more sustainable world. MORGANSTANLEY.COM On Climate, Investors Seek Positive Change | 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. MORGANSTANLEY.COM Curbing Carbon Using Technologies | Morgan Stanley
#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.
Despite the many challenges we face combating climate change, the opportunity to invest in a more resilient and positive future while meeting your financial goals does exist. Learn more. MORGANSTANLEY.COM On Climate, Investors Seek Positive Change | 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. MORGANSTANLEY.COM Should Investors Prepare for No Stimulus? | Morgan Stanley
As we adjust to a new normal, now is the time to revisit your personal financial strategy with a fresh perspective—whether that’s revising wealth plans, bolstering budgets, or simply getting started. Contact me today to plan for a new tomorrow. MORGANSTANLEY.COM Your Life, Your Wealth: Planning for a New Tomorrow | Morgan Stanley
Smart devices can be lucrative targets for cyber thieves. See how to protect your IoT devices while still enjoying their benefits. MORGANSTANLEY.COM Protecting Your Smart Devices | 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. MORGANSTANLEY.COM Near-term Correction; Long-term Recovery? | 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. MORGANSTANLEY.COM Online Financial Tools | 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. MORGANSTANLEY.COM Fall Planning for Your Finances | 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
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. YOUTUBE.COM Social Media Safety For Kids
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. MORGANSTANLEY.COM Fall Planning for Your Finances | 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. MORGANSTANLEY.COM 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
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. MORGANSTANLEY.COM U.S. Election 2020: Straightaways and Detours | Morgan Stanley
Corporate tax proposals may create pressure for the pharmaceuticals industry while concerns regarding the financial services sector may be overblown. See our report, “US Policy Pulse: What’s Tax Got to Do With It?” to learn why. DM me for a copy.
Seniors face unique cybersecurity threats, but are often unaware of the risks. Speaking to our parents, grandparents and loved ones about online security can help protect them from fraud. YOUTUBE.COM Steering Clear of Scams For Seniors
Biden’s individual income tax proposals are likely to foster sector-level opportunities in renewable energy, infrastructure, select areas of health care and housing. See our report, “US Policy Pulse: What’s Tax Got to Do With It?” to learn more. DM me for a copy.
The current environment may provide a backdrop that is favorable to gold. Here's why: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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. MORGANSTANLEY.COM Fall Planning for Your Finances | Morgan Stanley
A username and password are no longer enough to protect access to your sensitive accounts. Consider using a security key, the most advanced form of multi-factor authentication available YOUTUBE.COM What is a Security Key?
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. MORGANSTANLEY.COM The State of Your Parents' Estate | Morgan Stanley
Cyberthieves are increasingly targeting remote workers. See how employees and employers can protect themselves. MORGANSTANLEY.COM Cybersecurity Tips for Remote Work | Morgan Stanley
Investor fears concerning a contested election may be overblown as there may be a faster path to resolution than many expect. To learn more about elections and markets, see the latest US Policy Pulse, “Positioning for Delayed Results.” DM me for a copy.
China could be the most important driver of global growth going forward. This audiocast discusses three reasons investors should focus on this potential long-term strategic opportunity: PLAYERS.BRIGHTCOVE.NET players.brightcove.net
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. MORGANSTANLEY.COM U.S. Election 2020: Divided Government Scenarios | 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. MORGANSTANLEY.COM Is the Worst of the Correction Over? | 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: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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: READY.GOV Snowstorms & Extreme Cold | Ready.gov
Don't forget to turn those clocks back - it's Daylight Savings!
Boo! Happy Halloween!
The forward-looking initiative, Women Without Limits, exemplifies the firm’s commitment to providing financial empowerment for all. Thrilled to be a part of this valuable movement. MORGANSTANLEY.COM Women Without Limits & Financial Empowerment | 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
Integrating gender-related criteria into your portfolio is getting easier, as investment options proliferate. Learn how gender-themed investing can avoid equality laggards, seek out leaders and invest in companies whose products improve the lives of women. MORGANSTANLEY.COM Addressing Gender Equality in Impact Investing | Morgan Stanley
Learn how asset owners can build a dynamic sustainable investing strategy by adopting these four steps. MORGANSTANLEY.COM www.morganstanley.com
On Veteran’s Day, and every day, I’m grateful to those who have served.
Even with outstanding insurance coverage, there are still hidden risks you may not see coming. Learn more about how a simple risk assessment can go a long way in closing any coverage gaps and help you avoid major loss or liability. MORGANSTANLEY.COM How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
The U.S. economic recovery remains on track despite surging virus cases, the absence of CARES 2.0 legislation and recent election uncertainty. Wealth Management Chief Investment Officer Lisa Shalett explains why Oct. 28 on Bloomberg. MORGANSTANLEY.COM Shalett: ‘Grinding Improvement’ | Morgan Stanley
A unique feature of 529 plans to be aware of as we approach year-end: you may be able to contribute up to five times the annual gift tax exclusion in one year—as much as $75,000 (or $150,000 for married couples). Learn more. MORGANSTANLEY.COM Give the Gift of Education Savings This Holiday Season | 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. MORGANSTANLEY.COM Your 2020 Guide to Holiday Giving | Morgan Stanley
Social media apps and websites allow us to communicate and keep in touch with our friends and family, but what we post online can also be exploited. Make sure to think twice before posting sensitive information. YOUTUBE.COM Limit the Information You Share Online - YouTube
Confidence in the ability of the central bank to suppress market volatility through aggressive policy may be misplaced. MORGANSTANLEY.COM An Artificial Calm? | Morgan Stanley
The Diwali festival begins tonight, and I'm wishing five days of joy to those celebrating.
Passionate about veterans’ causes and looking to give back this season? Learn how to best focus your philanthropic efforts to maximize your impact within the military community: MORGANSTANLEY.COM Giving Back to Veterans | Morgan Stanley
Happy Thanksgiving to those with us and those far away.
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. MORGANSTANLEY.COM Special Episode: 2021 U.S. Outlook | 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. MORGANSTANLEY.COM Security Tips for the Giving Season | Morgan Stanley
As Thanksgiving approaches in the U.S., it’s worth taking a moment to be thankful for potential vaccines, a remarkably resilient economy and the strength of the human spirit. MORGANSTANLEY.COM Giving Thanks for a Brighter 2021 | Morgan Stanley
Global economies are set for next phase of a V-shaped recovery in both developed and emerging markets. Why that could be good news for equities and credit markets. MORGANSTANLEY.COM Special Episode: 2021 Global Outlook | Morgan Stanley
Tax-smart investing can help you lower your tax burden and increase your long-term wealth. Here are some year-end tax management strategies to consider. MORGANSTANLEY.COM Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Your phone is the gateway to some of your most sensitive accounts. What is the most important thing you can do to help secure your device? YOUTUBE.COM How to Protect Your Mobile Phone
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: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
With uncertainty around tax code changes as year-end approaches, now may be a good time to revisit your estate planning strategy and take advantage of the current Unified Lifetime Gift Tax Exemption to make 529 plan contributions for your family’s education. MORGANSTANLEY.COM Give the Gift of Education Savings This Holiday Season | Morgan Stanley
End-of-year giving may help lower your tax bill and is one more reason you can feel good about giving on Giving Tuesday. MORGANSTANLEY.COM Your 2020 Guide to Holiday Giving | Morgan Stanley
Creating a budget and sticking to it can be difficult, but it doesn’t have to be. Learn how our Spending and Budgeting tool can help. We can use it together. MORGANSTANLEY.COM Online Financial Tools | Morgan Stanley
‘Tis the season for joy, love and peace. Merry Christmas!
All the best to everyone this holiday season!
Warmest wishes for a Happy Chanukah!
Despite the highly unusual circumstances surrounding 2020, the global economy’s resiliency could mean a strong investment landscape in 2021. The firm’s economists, analysts, strategists and portfolio managers share insights on the road to recovery. MORGANSTANLEY.COM 2021 Outlooks for Investors: A Global Recovery in Sync | Morgan Stanley
Your phone is the gateway to some of your most sensitive accounts. What is the most important thing you can do to help secure your device? YOUTUBE.COM How to Protect Your Mobile Phone
You use your phone to track your physical wellness -- why not use it to track your financial wellness too? The Morgan Stanley Mobile App makes managing your money easier than ever. Learn more: MORGANSTANLEY.COM Online Wealth Management | Morgan Stanley
Are you considering giving to charity during the holidays? A donor advised fund allows you to donate in an easy, tax-advantaged way without feeling rushed into a decision about which charities to support before year-end. MORGANSTANLEY.COM Donor Advised Funds: Giving to Charity | 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
The top-five stocks in the S&P 500 make up more than 20% of the index, introducing concentration risk. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Investors should prepare now for the economic recovery we expect to see next year. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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
Today is the first day of winter! What traditions are you looking forward to this season?
Happy and healthy holiday season to all.
Tax efficient strategies can have a surprisingly large impact on lifetime wealth accumulation. Learn more: MORGANSTANLEY.COM Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Most preferreds issue qualified dividends, which are taxed at lower rates than income from bonds. Call me to discuss this option. MORGANSTANLEY.COM Understanding Bank Preferreds | Morgan Stanley
Tax efficiency makes a big difference. Let’s talk before year-end. MORGANSTANLEY.COM Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Worried about protecting an elderly loved one from cybersecurity threats? See our guide for caregivers. MORGANSTANLEY.COM Seniors’ Guide to Cybersecurity | Morgan Stanley
A key strategy for boosting potential long-term returns is minimizing the impact of taxes across your investments. Let’s create a strategy that’s right for you. MORGANSTANLEY.COM These Steps May Reduce Your Taxes | Morgan Stanley
On this special edition of the podcast, we discuss the outlook for sustainability and ESG investing in 2021 with some key themes for investors to watch. MORGANSTANLEY.COM What’s in Store for ESG Investing? | Morgan Stanley
Today is the first day of winter! What traditions are you looking forward to this season?
Happy and healthy holiday season to all.
Tax efficient strategies can have a surprisingly large impact on lifetime wealth accumulation. Learn more: MORGANSTANLEY.COM Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Most preferreds issue qualified dividends, which are taxed at lower rates than income from bonds. Call me to discuss this option. MORGANSTANLEY.COM Understanding Bank Preferreds | Morgan Stanley
Wishing everyone a happy and healthy New Year!
Concern around toxic e-waste threatens to lengthen hardware upgrade cycles, but trade-in programs could be a buoy: MORGANSTANLEY.COM Consumers Move to Cut Toxic E-waste | Morgan Stanley
Small reductions in tax costs can have enormous consequences for wealth accumulation. Consider these techniques to help you keep more money growing. Learn more: MORGANSTANLEY.COM Elements of a Tax-Smart Portfolio | Morgan Stanley
As we add more and more smart devices to our daily lives, we face a tradeoff between privacy and convenience. What’s the right balance for you? YOUTUBE.COM Should You Be Worried About Your “Smart” Devices?
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: MORGANSTANLEY.COM Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
A key strategy for boosting potential long-term returns is minimizing the impact of taxes across your investments. Let’s create a strategy that’s right for you. MORGANSTANLEY.COM These Steps May Reduce Your Taxes | Morgan Stanley
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: MORGANSTANLEY.COM Mobile App & Online Wealth Management | Morgan Stanley
“For them it’s the biggest milestone, the biggest accomplishment, the sale of a business, or an important event for their family. For them, it’s the first and only time. We have seen this literally thousands of times, in thousands of iterations,” says Head of Field Management Vince Lumia. MORGANSTANLEY.COM Depth of Real Financial Advice | Morgan Stanley Minute
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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. MORGANSTANLEY.COM 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. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Wishing everyone a happy and healthy New Year!
Global demand for food is expected to increase 50% by 2050, at a time when climate change threatens key crops. 4 key sectors could provide answers. MORGANSTANLEY.COM The Future of Food: 4 Solutions for a Hungry Planet | 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.
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: MORGANSTANLEY.COM Mobile App & Online Wealth Management | Morgan Stanley
“For them it’s the biggest milestone, the biggest accomplishment, the sale of a business, or an important event for their family. For them, it’s the first and only time. We have seen this literally thousands of times, in thousands of iterations,” says Head of Field Management Vince Lumia. MORGANSTANLEY.COM Depth of Real Financial Advice | Morgan Stanley Minute
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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. MORGANSTANLEY.COM Online Financial Tools | Morgan Stanley
As Congress and a new administration ponder new stimulus to navigate the pandemic, what will 2021 look like for FX and government bond markets? MORGANSTANLEY.COM Rates and FX Markets Eye the U.S. Policy Path | Morgan Stanley
The potential drag from taxes on investment returns is not always clear, but can be material. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
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: MORGANSTANLEY.WEBCASTS.COM GIC Investment Perspectives January 2021 - 1419805
These days many of us are moving everyday activities online, from socializing to learning to managing sensitive accounts. You can help protect yourself and your personal information by applying some simple cyber best practices. YOUTUBE.COM Stay Safe Online
For children, stressors like isolation, financial changes and food insecurity rank higher than COVID-19 itself. That’s just one finding from new research, sponsored by Morgan Stanley, from our partners at the Child Mind Institute. Learn more: MORGANSTANLEY.COM Coronavirus and Mental Health: A Study | Morgan Stanley
Flip through this presentation to see your ideal level of accumulated retirement savings based on your age and income: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
The events of 2020 have many considering the impact of their investments. Whatever causes matter most to you, I can help you create a portfolio that aligns your goals with your values. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
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
Fiscal and monetary actions during the pandemic have led to unconstrained growth in federal debt and deficits. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
As Congress and a new administration ponder new stimulus to navigate the pandemic, what will 2021 look like for FX and government bond markets? MORGANSTANLEY.COM Rates and FX Markets Eye the U.S. Policy Path | Morgan Stanley
The potential drag from taxes on investment returns is not always clear, but can be material. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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. YOUTUBE.COM Password Security
A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks. Find out how we can help protect you against the unexpected. MORGANSTANLEY.COM How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
Flip through this presentation to see your ideal level of accumulated retirement savings based on your age and income: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
The events of 2020 have many considering the impact of their investments. Whatever causes matter most to you, I can help you create a portfolio that aligns your goals with your values. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
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
Fiscal and monetary actions during the pandemic have led to unconstrained growth in federal debt and deficits. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
New car? eAuthorizations makes it easy to securely approve your down payment with one click. Enroll now on the Morgan Stanley Mobile App. MORGANSTANLEY.COM Online Security Center - Digital Tools | Morgan Stanley
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. MORGANSTANLEY.COM Shalett: Too Much Liquidity? | Morgan Stanley
No matter which team you’re rooting for, or if you’re just into it for the snacks, enjoy the big game this weekend! Get in touch if you want help with your financial game plan for this year.
As we saw in January, an increase in speculative trading can fuel gains as well as losses. Read more in On the Markets: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Discover equities debates where the firm’s views diverge from market consensus. 7 themes that could shape industries and drive asset prices in 2021. MORGANSTANLEY.COM 7 Ideas That Could Add Alpha in 2021 | Morgan Stanley
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: MORGANSTANLEY.WEBCASTS.COM GIC Investment Perspectives February 2021 - 1430381
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: MORGANSTANLEY.COM Personal Cybersecurity Checklist | Morgan Stanley
Which hedge fund strategies may see renewed opportunities in 2021? Our Hedge Funds Team explores high active risk, opportunistic investments, alternative yield and risk mitigation. MORGANSTANLEY.COM Today’s Hedge Funds: Solutions to a 60/40 Problem
Getting where you want to go often means having room to adjust and shift financial priorities. Learn how our Goals Planning System can help. MORGANSTANLEY.COM Planning Today to Help You Thrive Tomorrow | Morgan Stanley
I am very proud to announce that I have been named to Morgan Stanley’s prestigious Century Club, a group of the Firm’s successful Financial Advisors. I appreciate this recognition of my commitment to excellence in providing a wide range of services to my clients.
2020 was a year of change, including in tax law! Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help.
Will an M&A rebound gain steam in 2021? Morgan Stanley bankers see potential strength in select sectors. MORGANSTANLEY.COM M&A in 2021: Recovery and Acceleration | Morgan Stanley
There is no single "best age" to start claiming Social Security. Learn about factors to consider when deciding: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day. MORGANSTANLEY.COM Tips to Prepare for Tax Day | Morgan Stanley
The skills that make or break your golf game can do the same for your portfolio—so take these tips to the links and the market. MORGANSTANLEY.COM The Surprising Connection Between Golf and Investing | Morgan Stanley
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
Investors should prepare now for the economic recovery we expect to see in the second half of this year. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Will Space be the disruptor of all disruptors? And how will the post-pandemic economy affect labor markets in Europe and inflation in the U.S.? Subscribe to Thoughts on the Market Podcast. Listen for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley. MORGANSTANLEY.COM Thoughts on the Market Podcast | 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? MORGANSTANLEY.COM Reimagining Travel | Now, What's Next? from Morgan Stanley
Learn where investors may want to look for opportunities, in what could be year two of the bull market. MORGANSTANLEY.COM 2021 Stocks: Optimistic but Buckle Up | Morgan Stanley
It will take a global effort to combat climate change. Now that we are on track to officially re-enter the Paris Climate Agreement, learn more about the commitments you can make as an investor: MORGANSTANLEY.COM On Climate, Investors Seek Positive Change | Morgan Stanley
Will an M&A rebound gain steam in 2021? Morgan Stanley bankers see potential strength in select sectors. MORGANSTANLEY.COM M&A in 2021: Recovery and Acceleration | Morgan Stanley
There is no single "best age" to start claiming Social Security. Learn about factors to consider when deciding: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help. Call me to discuss.
The traits that have made you successful as an athlete can help you excel as an entrepreneur. If you’re thinking of going into business for yourself after sports, let’s develop a plan that sets you up for success. MORGANSTANLEY.COM Athletes Turned Entrepreneurs: Transition Tips | Morgan Stanley
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: MORGANSTANLEY.COM Online Security Center - How To Protect Yourself | Morgan Stanley
Have your paid your taxes yet? You can now electronically authorize checks to third parties using eAuthorizations on Morgan Stanley Online or the Mobile App. So save a trip to the Post Office and enroll in eAuthorizations today. MORGANSTANLEY.COM Online Security Center - Digital Tools | Morgan Stanley
S&P 500 snaps five session string of losses with back-to-back rallies. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Wealth management is more than just dollars and cents. Hear from Head of Diversity & Inclusion Kara Underwood about how more women are investing in change. YOUTUBE.COM Morgan Stanley Women Without Limits: Kara Underwood
Learn about the gaining popularity of SPACs and why issuers, companies and investors are choosing it vs. IPOs. MORGANSTANLEY.COM SPACs, an IPO Alternative, Explained | Morgan Stanley
Increasingly there are ways that the public and private sector can work together to combat climate change, arguably one of the greatest systemic challenges of our time. Learn more about the role you can play as an investor: MORGANSTANLEY.COM On Climate, Investors Seek Positive Change | Morgan Stanley
Ten key themes may reshape global markets this year and drive a shift in the profile of winners and losers. MORGANSTANLEY.COM 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: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Are you in need of tax advice as you prepare for Tax Day? If so, I can connect you to leading tax service providers in my network that can help. Call me to discuss.
The traits that have made you successful as an athlete can help you excel as an entrepreneur. If you’re thinking of going into business for yourself after sports, let’s develop a plan that sets you up for success. MORGANSTANLEY.COM Athletes Turned Entrepreneurs: Transition 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
This week, Morgan Stanley is back at THE PLAYERS Championship at TPC Sawgrass with our Eagles for Impact Challenge supporting Book Trust USA. For every eagle made, we'll donate 1,500 books to help inspire a lifetime love of reading and learning. Learn more: MORGANSTANLEY.COM Morgan Stanley and Golf | Morgan Stanley
Early childhood literacy unlocks endless possibilities. That's why Morgan Stanley is supporting Book Trust at THE PLAYERS Championship this week to give more kids the opportunity to become readers and leaders. MORGANSTANLEY.COM Morgan Stanley and Golf | Morgan Stanley
The current correction may be driven in part by the rise in U.S. Treasuries yields, but Chief Investment Officer Mike Wilson still sees a bull market in the value and more cyclically exposed equity categories. MORGANSTANLEY.COM Still a Bull Under the Hood | Morgan Stanley
What are the potential impacts of the new administration's infrastructure and environmental agenda? Will higher interest rates lead to inflation? Subscribe to Thoughts on the Market Podcast. Listen for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley. MORGANSTANLEY.COM Thoughts on the Market Podcast | Morgan Stanley
Grateful for all the amazing women in my life today and every day. Happy International Women’s Day!
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.
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!
Don’t let the comforts of home cause you to relax your security standards. Home workstations are now 350% more likely to contain malware than an in-office corporate network. Stay informed and learn how protect yourself from potential threats: MORGANSTANLEY.COM Cybersecurity Tips for Remote Work | Morgan Stanley
The rush to explore the expanding frontiers of the space economy is accelerating. Here are five themes driving investors’ interest. MORGANSTANLEY.COM 2021: A New Space Economy | Morgan Stanley
By 2030, women are expected to control more than $30T in US household financial assets. Learn what’s needed to make the most of your finances, even when life throws a curveball. MORGANSTANLEY.COM Unique Financial Challenges Women Face | Morgan Stanley
Remote learning and social distancing mean more screen time for kids. But how is it affecting their mental health? Our study with the Child Mind Institute will assess the impact and make recommendations to address problematic behaviors. MORGANSTANLEY.COM Kids, Screen-time and the Pandemic | Morgan Stanley
“I truly believe women portfolio managers can provide uncorrelated returns. It’s just that most of these women are unknown.” Tracy Castle-Newman, Chief Operating Officer for Global Institutional Equity Distribution, shares her advice on the value of supporting female portfolio managers in a Morgan Stanley Minute. MORGANSTANLEY.COM The Power of Female Portfolio Managers | Morgan Stanley Minute
Could there be a tougher road ahead for small caps? How long will it take to achieve herd immunity to COVID-19? Subscribe to Thoughts on the Market Podcast for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley. MORGANSTANLEY.COM Thoughts on the Market Podcast | Morgan Stanley
Tax year 2020 isn’t done until you file your returns in 2021. As you prepare to file your income tax returns, review our checklist and resources for helpful tips and reminders: https://mgstn.ly/3vhwdGT
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.
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!
Don’t let the comforts of home cause you to relax your security standards. Home workstations are now 350% more likely to contain malware than an in-office corporate network. Stay informed and learn how protect yourself from potential threats: MORGANSTANLEY.COM Cybersecurity Tips for Remote Work | Morgan Stanley

Information

Company name
Randy M Levitt - Morgan Stanley
Category
Financial and Investment Services
Est
1935

FAQs

  • What is the phone number for Randy M Levitt - Morgan Stanley in Palm Beach Gardens FL?
    You can reach them at: 561-694-7046. It’s best to call Randy M Levitt - Morgan Stanley during business hours.
  • What is the address for Randy M Levitt - Morgan Stanley on pga boulevard in Palm Beach Gardens?
    Randy M Levitt - Morgan Stanley is located at this address: 3801 PGA Boulevard Palm Beach Gardens, FL 33410.