Roger D Achtermann - Morgan Stanley

(on john carlyle)
Financial and Investment Services in Alexandria, VA
Financial and Investment Services

Location

333 John Carlyle St
Alexandria, VA
22314

Photos

Roger D Achtermann - Morgan Stanley Photo

Services

  • Wealth Planning
  • Private Wealth Management
  • Institutional Investment

Latest

The founders of Morgan Stanley started as entrepreneurs with a dream striking out on their own. It's a story you might find inspiring. Some of you might even find it familiar to your own experiences. OURHISTORY.MORGANSTANLEY.COM Our History — Morgan Stanley
We expect volatility to remain high for the next two to three months as our fragile economy absorbs some recent disappointments. Learn more: MORGANSTANLEY.COM 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. MORGANSTANLEY.COM Curbing Carbon Using Technologies | Morgan Stanley
Broad rally across equities on Monday as markets look to recover following four consecutive weeks of declines. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
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
Despite Friday's rebound S&P 500 finishes lower for a fourth consecutive week. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | 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
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: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | 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
Markets sell off on Tuesday as stimulus hopes fade. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | 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
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
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
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
'Big Tech' rally sends stocks sharply higher on Monday. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | 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
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: MORGANSTANLEY.COM Could U.S. Markets Soon Get Unstuck? | 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. MORGANSTANLEY.COM Fall Planning for Your Finances | Morgan Stanley
Stocks fade to begin the week as earnings season, politics, pandemic in focus. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Markets bounce back on Thursday as GDP report shows US economy returned to growth in 3Q. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Global stocks sell off as markets digest politics, earnings and new lockdowns in Europe. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | 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. MORGANSTANLEY.COM The State of Your Parents' Estate | Morgan Stanley
China could represent an attractive long-term strategic investment opportunity. Here’s why: MORGANSTANLEY.COM 3 Reasons Investors Shouldn’t Overlook China’s Economic Rebound | Morgan Stanley
Stocks record worst session in a month as politics, pandemic weigh on sentiment. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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
Stocks rally, led by healthcare and tech, as markets react to initial election results. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Back-to-back rallies for the S&P 500 as markets await election results. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | 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
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. MORGANSTANLEY.COM Time to Reconsider Conventional Investing Wisdom | Morgan Stanley
A busy week for markets kicks off on a high note as S&P 500 jumps back above 3,300. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Stocks lower again on Friday as S&P 500 caps worst week since March. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Stocks rally on Friday as S&P 500 closes at new record high. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Stocks fade on Thursday as back-and-forth week in markets continues. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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
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
Even with news outlets naming Joe Biden the President-elect, headlines about the transition of power will likely contribute to volatility. Here’s what investors should do: MORGANSTANLEY.COM Election 2020: Investors Should Focus on the Big Picture | 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
Late-session slide sees markets finish in the red on Wednesday. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
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: MORGANSTANLEY.COM What the Yield Curve May Be Trying to Tell Investors | Morgan Stanley
Markets receive another boost from positive vaccine data as S&P 500 closes at fresh all-time high. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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
Working with a Financial Advisor is the best way to build a total wealth plan for your personal needs. As a CERTIFIED FINANCIAL PLANNER (CFP®), I have the training and experience to help you define your needs, manage market risks, and build a custom plan to help you reach your goals — and avoid pitfalls that can derail those plans. Let’s connect today.
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
US stocks surge Tuesday as Dow Jones Industrial Average tops 30,000 for first time ever. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | 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: MORGANSTANLEY.COM Seeing Light at the End of the Tunnel | 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
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
Stocks and yields higher on Tuesday as NASDAQ makes first new high since September. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | 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: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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
See four reasons why an economic surge in the U.S. early next year will likely lead to a rotation in market leadership: MORGANSTANLEY.COM Preparing Your Portfolio for a “Coiled Spring” Economy | 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
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
Tuesday's rally snaps four-day streak of losses for the S&P 500. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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: MORGANSTANLEY.COM Searching for New U.S. Stock Market Catalysts | Morgan Stanley
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
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
See four reasons why an economic surge in the U.S. early next year will likely lead to a rotation in market leadership: MORGANSTANLEY.COM Preparing Your Portfolio for a “Coiled Spring” Economy | 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
Tuesday's rally snaps four-day streak of losses for the S&P 500. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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: MORGANSTANLEY.COM Searching for New U.S. Stock Market Catalysts | Morgan Stanley
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
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
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
The financial sector is among our top ideas for 2021. Here’s why: MORGANSTANLEY.COM 5 Reasons to Consider Investing in Financials in 2021 | 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
Tuesday's rally snaps four-day streak of losses for the S&P 500. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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: MORGANSTANLEY.COM Searching for New U.S. Stock Market Catalysts | Morgan Stanley
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
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
The financial sector is among our top ideas for 2021. Here’s why: MORGANSTANLEY.COM 5 Reasons to Consider Investing in Financials in 2021 | 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
Tuesday's rally snaps four-day streak of losses for the S&P 500. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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: MORGANSTANLEY.COM Searching for New U.S. Stock Market Catalysts | Morgan Stanley
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
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
Stocks rally for a third consecutive session as S&P 500 eclipses 3,800 for first time in history. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals. MORGANSTANLEY.COM Preparing for a Post Pandemic Market | Morgan Stanley
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
US stocks move lower on the first trading day of 2021. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
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
Recent election outcomes point to less gridlock ahead in D.C., which could prompt economic reflation and sector rotation. Learn more: MORGANSTANLEY.COM 3 Takeaways from a More Unified Government | 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
Stocks rally for a third consecutive session as S&P 500 eclipses 3,800 for first time in history. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals. MORGANSTANLEY.COM Preparing for a Post Pandemic Market | Morgan Stanley
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
US stocks move lower on the first trading day of 2021. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | 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
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
Recent election outcomes point to less gridlock ahead in D.C., which could prompt economic reflation and sector rotation. Learn more: MORGANSTANLEY.COM 3 Takeaways from a More Unified Government | 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
Stocks rally for a third consecutive session as S&P 500 eclipses 3,800 for first time in history. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals. MORGANSTANLEY.COM Preparing for a Post Pandemic Market | Morgan Stanley
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
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: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | 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
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
Recent election outcomes point to less gridlock ahead in D.C., which could prompt economic reflation and sector rotation. Learn more: MORGANSTANLEY.COM 3 Takeaways from a More Unified Government | 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
Markets slide as S&P 500 wraps up worst week in three months. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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
S&P 500 records worst day in three months as earnings, FOMC in focus. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Emerging markets are up nearly 30% in the past three months. See why we think more gains are ahead, especially in Asia: MORGANSTANLEY.COM 5 Reasons Emerging Markets Are Just Getting Started | Morgan Stanley
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
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: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
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
Four-day rally for S&P 500 sees index recoup last week's losses, close at new all-time high. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
S&P 500 rallies for second straight day as markets recover from last week's slide. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Even though last year’s “stay at home” winners outperformed in January, we suggest investors emphasize less expensive stocks tied to the post-pandemic economic recovery. Here’s why: MORGANSTANLEY.COM Keep Your Eyes on the Recovery | 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: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Markets begin February on positive note as US stocks bounce back from last week's sell-off. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | 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: MORGANSTANLEY.WEBCASTS.COM GIC Investment Perspectives February 2021 - 1430381
Investors may feel especially whipsawed between optimism and disappointment this year since economic recovery is dependent on a new factor: vaccine rollout. MORGANSTANLEY.COM Understanding the Volatility Playbook | Morgan Stanley
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
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
Four-day rally for S&P 500 sees index recoup last week's losses, close at new all-time high. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
S&P 500 rallies for second straight day as markets recover from last week's slide. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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
Investors may feel especially whipsawed between optimism and disappointment this year since economic recovery is dependent on a new factor: vaccine rollout. MORGANSTANLEY.COM Understanding the Volatility Playbook | Morgan Stanley
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
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
Four-day rally for S&P 500 sees index recoup last week's losses, close at new all-time high. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
S&P 500 rallies for second straight day as markets recover from last week's slide. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Widespread agreement about where the economy and markets are heading may set up risks for later this year. Here’s why: MORGANSTANLEY.COM Consensus on Recovery Could Lead to Market Instability | Morgan Stanley
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
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
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
Investors may feel especially whipsawed between optimism and disappointment this year since economic recovery is dependent on a new factor: vaccine rollout. MORGANSTANLEY.COM Understanding the Volatility Playbook | Morgan Stanley
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
Stocks bounce back on Monday as strong ISM report kicks off busy week of economic data. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | 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
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
Widespread agreement about where the economy and markets are heading may set up risks for later this year. Here’s why: MORGANSTANLEY.COM Consensus on Recovery Could Lead to Market Instability | Morgan Stanley
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
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
Stocks snap three-day string of losses following strong February payrolls report. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Yields higher, stocks lower as NASDAQ 100 teeters on correction territory. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
There are many elements to building an investment portfolio – knowledge of asset classes, risk assessment, income sources, and more. But the most important part is building a portfolio that is appropriate for your specific goals. As a CERTIFIED FINANCIAL PLANNER (CFP®), I can build a portfolio uniquely tailored for you. Are your investments in line with your goals? If not, let’s talk…
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
Bounce-back in technology stocks sends S&P 500 to new all-time closing high. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | 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
After dipping into correction territory, NASDAQ 100 bounces back on Tuesday. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
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
Higher yields, worsening virus data in Europe weigh on markets Thursday. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
In our increasingly connected world we fight back against new threats every day. Here’s Jen Easterly, Global Head of our Cybersecurity Fusion Center, explaining how in a Morgan Stanley Minute. MORGANSTANLEY.COM Cybersecurity in the Connected Age | Morgan Stanley Minute
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
There are many elements to building an investment portfolio – knowledge of asset classes, risk assessment, income sources, and more. But the most important part is building a portfolio that is appropriate for your specific goals. As a CERTIFIED FINANCIAL PLANNER (CFP®), I can build a portfolio uniquely tailored for you. Are your investments in line with your goals? If not, let’s talk…
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
Bounce-back in technology stocks sends S&P 500 to new all-time closing high. Read more in the 1% Move report: MORGANSTANLEY.COM S&P Market 1 Percent Move Report from Morgan Stanley | 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: MORGANSTANLEY.COM China’s Sell-Off May Be an Opportunity | 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 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
Higher yields, worsening virus data in Europe weigh on markets Thursday. Read more in the 1% Move report: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
In our increasingly connected world we fight back against new threats every day. Here’s Jen Easterly, Global Head of our Cybersecurity Fusion Center, explaining how in a Morgan Stanley Minute. MORGANSTANLEY.COM Cybersecurity in the Connected Age | Morgan Stanley Minute

Information

Company name
Roger D Achtermann - Morgan Stanley
Category
Financial and Investment Services
Est
1935

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    You can reach them at: 703-739-3688. It’s best to call Roger D Achtermann - Morgan Stanley during business hours.
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