Meet my team -- the Spring Group at Morgan Stanley! Love working with this great group of guys.
https://advisor.morganstanley.com/the-spring-group
Trading corrections is difficult so the best approach may be to ride it out, says Morgan Stanley & Co. CIO Mike Wilson. Read 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
MS & Co. CIO Mike Wilson believes that the bull market is intact, but the breadth of the rally has deteriorated since June. Learn more:
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives September 2020 - 1369081
As COVID-19 vaccine development continues in phase three studies, the logistics of FDA approvals, production and the complex hurdles of distribution are taking shape.
MORGANSTANLEY.COM
Why Vaccine Discovery Is Just the Beginning | 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.
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Your Life, Your Wealth: Planning for a New Tomorrow | 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
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
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
We are Morgan Stanley at Work. With equity compensation, financial wellness, and retirement solutions, we help companies offer their employees benefits that replace financial distractions with newfound confidence. Let me know if you'd like to hear more about our customized solutions for your company/workplace!
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Workplace Financial Solutions | Morgan Stanley At Work
MS & Co. CIO Mike Wilson notes that although the bull market appears intact, investor sentiment has remained remarkably skeptical. Learn more:
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GIC Investment Perspectives October 2020 - 1384238
Congress is unlikely to impose new taxes on individuals in 2021 regardless of the political party in office. See our report, “US Policy Pulse: What’s Tax Got to Do With It?” to learn why. DM me for a copy.
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
Some mid week inspiration from Sara Blakely!
CNBC.COM
Spanx founder Sara Blakely: The two fears 'I'm constantly working on' to be successful
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.
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The State of Your Parents' Estate | 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
We expect two major unknowns to be resolved soon: the election and the approval of a COVID-19 vaccine. Here’s what that means for markets:
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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
Happy Halloween! Hope you and your family have a safe and fun Halloween weekend!
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.
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How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
Even if your financial goals may seem out of reach, it’s never too late to course-correct—and it might be easier than you think. Together, we can make a strategy for your new tomorrow. Contact me today to get back on track.
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What to Do If You Are Off Track on Your Goals | Morgan Stanley
On Veteran’s Day, and every day, I’m grateful to those who have served.
Have a great Wednesday and thank a Veteran today!
Some things to think about....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
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.
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Give the Gift of Education Savings This Holiday Season | 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
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.
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Tax-Aware Strategies for Your Wealth Plan | 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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End-of-year giving may help lower your tax bill and is one more reason you can feel good about giving on Giving Tuesday.
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Your 2020 Guide to Holiday Giving | Morgan Stanley
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
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
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.
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Donor Advised Funds: Giving to Charity | Morgan Stanley
Tax efficiency makes a big difference. Let’s talk before year-end.
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Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Smaller-cap stocks in sectors that are sensitive to the economic recovery may outperform in 2021 and beyond. Learn more:
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2021 & Beyond: An Investor Playbook for the New Business Cycle | Morgan Stanley
Sarah K. Smith, Financial Advisor at Morgan Stanley
December 25 at 11:15 AM ·
Wishing everyone all the best this holiday season and can't wait to see you all in 2021!
Wishing everyone all the best this holiday season and can't wait to see you all in 2021!
The holidays don't quite look the same this year, but hope you've found some way to enjoy it!
“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.
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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:
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Want to get a handle on your finances in 2021? These six financial resolutions can help you get back on track and make progress toward your goals after a challenging year.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
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.
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
The potential drag from taxes on investment returns is not always clear, but can be material. Learn more:
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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.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
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.
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How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
"Women's Corner" to finish off your week heading into Friday and the weekend! Reading Amy Morin's book right now, and here she shares 5 things mentally strong people do to achieve success. Enjoy!
CNBC.COM
5 things mentally strong people do to achieve success
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
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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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
"Women's Corner" Wednesday! “Your career is going to be measured in decades, and you’ll probably have many careers in your life, so make sure that you really enjoy each period of your life and make the most of it,” Jane Fraser said. “Don’t try and achieve everything at the same time and put so much pressure on yourself.”
CNBC.COM
You can have it all — just not all at once, says first woman to head major Wall Street bank
For this week's "Women's Corner": Maya Hari, who heads Twitter's Asia-Pacific operations, gives 3 pieces of advice for aspiring women.....enjoy!
CNBC.COM
The 'superpower' that led this woman to the top of Twitter's Asia-Pacific business
Please join me in congratulating my partner, Jeffrey English, named to the Forbes 2021 ranking of Best-In-State Wealth Advisors. You represent the best our industry has to offer, and we are proud to celebrate this accomplishment with you! Glad you are part of our team!
Wishing everyone a sweet Valentine’s Day!
Thanks, Jeff! What a great team I have behind me!
Jeffrey A English, Financial Advisor at Morgan Stanley
February 22 at 10:24 AM ·
I am very pleased to announce that our teammate, Sarah Smith, has been named to the Firm’s prestigious Pacesetter Club for 2020. This is an elite group composed of the Morgan Stanley's successful Financial Advisors.
This accolade recognizes Sarah’s consistent excellence in providing a wide range of investment products and wealth management services to clients like you. In addition to demonstrating leadership through best practices of wealth management, our recognition programs acknowledge the highest professional standards and first class client service. I hope you will join me in congratulating Sarah on this achievement. It’s an honor well deserved.
For this week's "Women's Corner": Maya Hari, who heads Twitter's Asia-Pacific operations, gives 3 pieces of advice for aspiring women.....enjoy!
CNBC.COM
The 'superpower' that led this woman to the top of Twitter's Asia-Pacific business
Please join me in congratulating my partner, Jeffrey English, named to the Forbes 2021 ranking of Best-In-State Wealth Advisors. You represent the best our industry has to offer, and we are proud to celebrate this accomplishment with you! Glad you are part of our team!
Wishing everyone a sweet Valentine’s Day!
Monday "Women's Corner" to start off your month and week!
Sara Blakely shares her two fears she's working on to be more successful and says, "I’m constantly working on both of these fears, so I can live the life I want free from the burden of caring what other people think of me.”
CNBC.COM
Spanx founder Sara Blakely: The two fears 'I'm constantly working on' to be successful
Monday "Women's Corner" to start off your month and week!
Sara Blakely shares her two fears she's working on to be more successful and says, "I’m constantly working on both of these fears, so I can live the life I want free from the burden of caring what other people think of me.”
CNBC.COM
Spanx founder Sara Blakely: The two fears 'I'm constantly working on' to be successful
Thanks, Jeff! What a great team I have behind me!
Jeffrey A English, Financial Advisor at Morgan Stanley
February 22 at 10:24 AM ·
I am very pleased to announce that our teammate, Sarah Smith, has been named to the Firm’s prestigious Pacesetter Club for 2020. This is an elite group composed of the Morgan Stanley's successful Financial Advisors.
This accolade recognizes Sarah’s consistent excellence in providing a wide range of investment products and wealth management services to clients like you. In addition to demonstrating leadership through best practices of wealth management, our recognition programs acknowledge the highest professional standards and first class client service. I hope you will join me in congratulating Sarah on this achievement. It’s an honor well deserved.
For this week's "Women's Corner": Maya Hari, who heads Twitter's Asia-Pacific operations, gives 3 pieces of advice for aspiring women.....enjoy!
CNBC.COM
The 'superpower' that led this woman to the top of Twitter's Asia-Pacific business
Please join me in congratulating my partner, Jeffrey English, named to the Forbes 2021 ranking of Best-In-State Wealth Advisors. You represent the best our industry has to offer, and we are proud to celebrate this accomplishment with you! Glad you are part of our team!
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
Quick Listen for "Women's Corner" this Wednesday morning! “I truly believe women portfolio managers can provide uncorrelated returns. It’s just that most of these women are unknown.” Enjoy!
MORGANSTANLEY.COM
The Power of Female Portfolio Managers | Morgan Stanley Minute
Monday "Women's Corner"! Grateful for all the amazing women in my life today and everyday. Happy International Women's Day!
TIMEOUT.COM
A broken glass ceiling is now surrounding Fearless Girl to celebrate International Women's Day
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:
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Monday "Women's Corner" to start off your month and week!
Sara Blakely shares her two fears she's working on to be more successful and says, "I’m constantly working on both of these fears, so I can live the life I want free from the burden of caring what other people think of me.”
CNBC.COM
Spanx founder Sara Blakely: The two fears 'I'm constantly working on' to be successful
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!
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
Quick Listen for "Women's Corner" this Wednesday morning! “I truly believe women portfolio managers can provide uncorrelated returns. It’s just that most of these women are unknown.” Enjoy!
MORGANSTANLEY.COM
The Power of Female Portfolio Managers | Morgan Stanley Minute
Monday "Women's Corner"! Grateful for all the amazing women in my life today and everyday. Happy International Women's Day!
TIMEOUT.COM
A broken glass ceiling is now surrounding Fearless Girl to celebrate International Women's Day
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
"Women's Corner" Wednesday to get you through the week! An encouraging article about taking risks--enjoy!
FORBES.COM
Council Post: The Four-Letter Word Holding Women Back At Work -- And How To Overcome It
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!
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
Quick Listen for "Women's Corner" this Wednesday morning! “I truly believe women portfolio managers can provide uncorrelated returns. It’s just that most of these women are unknown.” Enjoy!
MORGANSTANLEY.COM
The Power of Female Portfolio Managers | Morgan Stanley Minute
Monday "Women's Corner"! Grateful for all the amazing women in my life today and everyday. Happy International Women's Day!
TIMEOUT.COM
A broken glass ceiling is now surrounding Fearless Girl to celebrate International Women's Day
