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
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
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
Christine McCasland, a Morgan Stanley MAKER, cherishes this quote instilled in her by her parents: “To those that have been given much, much is expected.”
MORGANSTANLEY.COM
A Passion for Helping Others | 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
October is National Disability Employment Awareness Month. It's always important to create opportunities and accessibility for everyone.
New and emerging computing paradigms draw on quantum physics and biology to drive radical improvements in efficiency, processing power and reasoning.
MORGANSTANLEY.COM
Could a Computer Think Like a Human? | 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
Are you worried about the election? A look at historical market implications of presidential elections shows that many investor fears are misplaced. I can help you prepare your portfolio for either outcome. Contact me to get access to the 2-part report “U.S. Policy Pulse: A History of General Election Performance” to learn more.
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
October 11 is National Coming Out Day! Sending strength and support to the LGBTQIA+ community.
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
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
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
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
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 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
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
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.
To reduce global greenhouse gas emissions, companies are pleding to decarbonize, creating investment opportunities. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
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
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
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.
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
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
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
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
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
We looked at 108 indices to see which assets may benefit based on who wins the presidential election. We found that the differences are significant and that conventional wisdom often doesn’t align with market results. Contact me to get access to the 2-part report “U.S. Policy Pulse: A History of General Election Performance” to learn more.
With so much uncertainty over the next month, our strategists say a pullback in the stock market is likely in the near term. Wealth Management’s Dan Skelly explains why on Bloomberg.
MORGANSTANLEY.COM
Skelly: Why a Pullback for Stocks Is Likely | 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
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
I can help get you back to the bigger picture for your life and your wealth. Let’s talk soon about re-building your budget to benefit your overall wealth strategy.
MORGANSTANLEY.COM
9 Steps to Help Build the Best Budget for You | Morgan Stanley
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
www.morganstanley.com
On Veteran’s Day, and every day, I’m grateful to those who have served.
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.
MORGANSTANLEY.COM
What to Do If You Are Off Track on Your Goals | 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
Cryptocurrencies, still experimental in nature, are not regulated and have no tangible value. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
The new Morgan Stanley Institute for Inclusion aims to catalyze and accelerate a diversity, equity, and inclusion strategy that can drive meaningful change within our firm and beyond. https://mgstn.ly/39aTWAb
YOUTUBE.COM
The Institute for Inclusion | Morgan Stanley
We expect it to take until the middle of next year for US GDP to return to the level of Q4 2019. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
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
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
Happy Thanksgiving to those with us and those far away.
Planning for your next American road trip? Here are some tips to travel smartly and safely and some perks for Morgan Stanley Reserved Living & Giving members!
MSRESERVED.COM
The Great American Road Trip
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
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
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
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
Jeff McMillan, Chief Analytics and Data Officer for Morgan Stanley Wealth Management, sat down with Nasdaq’s TradeTalks to discuss financial planning for veterans and the unique skillsets they bring to the table for corporate America.
NASDAQ.COM
#TradeTalks: Financial planning for veterans and the unique skillsets they bring to the table
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
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
I want you to feel confidence when you look toward retirement. Get in touch to explore how I can help you rejuvenate your strategy.
MORGANSTANLEY.COM
A Simple Six-Step Retirement Checkup | Morgan Stanley
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
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
After a year of chaos, the 2021 investment outlook is refreshingly normal: Trust the recovery and, for most assets, stick with the early-cycle playbook.
MORGANSTANLEY.COM
2021 Investor Strategy Outlook: 6 Takeaways for the Year Ahead | Morgan Stanley
MAKER Trish Pagoaga is a vision of hard work and dedication to empowering others. We thank you for your leadership!
MORGANSTANLEY.COM
Trish Pagoaga, a Champion for Others | 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
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
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
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
The interest rate used to calculate payments and interest on many floating-rate loans, derivatives and bonds is changing. Here's what you should know about LIBOR:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
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
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
Today is the first day of winter! What traditions are you looking forward to this season?
Navigating the professional playing field as an entry-level employee is tough, especially while many are still working virtually. Learn what my Morgan Stanley colleagues had to share with a group of students recently around taking steps from college to career.
MORGANSTANLEY.COM
7 Pieces of Career Advice for Students | 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
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
Worried about protecting an elderly loved one from cybersecurity threats? See our guide for caregivers.
MORGANSTANLEY.COM
Seniors’ Guide to Cybersecurity | Morgan Stanley
Today's FOMC statement: https://www.federalreserve.gov/newsevents/pressreleases/monetary20201216a.htm
FEDERALRESERVE.GOV
Federal Reserve issues FOMC statement
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
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
Peace to all.
Still looking for the perfect gift? Make an impact when you shop from Morgan Stanley Gifts for Good Guide.
MSRESERVED.COM
Gifts for Good
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
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
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
Most of us are eager for 2021 to begin, if only for the hope a new year can bring. Consider these four steps to help you reset your finances in the new year, from my colleague, Krystal Barker Buissereth, who leads our Financial Wellness business.
MORGANSTANLEY.COM
2021: Time for a Financial Reset | Morgan Stanley
Wishing everyone a happy and healthy New Year!
Taking steps to lessen the amount that taxes take out of your retirement portfolio can help you keep more of your nest egg. Here’s how:
MORGANSTANLEY.COM
Tax-Smart Strategies for Your Retirement | 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?
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
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
Proud that Morgan Stanley is part of Catalyst For Change and among 70+ companies committed to advancing diversity, gender equity, and inclusion in our workplaces, and showing accountability by sharing our metrics with Catalyst. Learn more.
CATALYST.ORG
Catalyst CEO Champions For Change | Catalyst
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
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
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
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
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
Proud that Morgan Stanley is part of Catalyst For Change and among 70+ companies committed to advancing diversity, gender equity, and inclusion in our workplaces, and showing accountability by sharing our metrics with Catalyst. Learn more.
CATALYST.ORG
Catalyst CEO Champions For Change | Catalyst
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
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
Watching our children for signs of increased anxiety and depression can help get them the care they need sooner. New firm-sponsored research from the Child Mind Institute shows how children’s mental health has been impacted during the pandemic. Here’s more on our findings.
MORGANSTANLEY.COM
Coronavirus and Mental Health: A Study | 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
Worth consideration! https://www.nytimes.com/2021/01/09/well/recycle-your-pandemic-habits.html
NYTIMES.COM
Recycle Your Pandemic Habits
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
At Morgan Stanley, we understand that our strengths lie in what makes us different. Learn how we champion inclusion in this Black Enterprise article written by our Head of Private Wealth Management, Mandell Crawley.
BLACKENTERPRISE.COM
Why Inclusion is the Driver for Social and Corporate Growth
For 2021, GIMA is adding Real Assets, Infrastructure, Green Energy, Direct Lending, and Opportunistic Real Estate to its alternative investing themes. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
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
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
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
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
Learn how markets can help address complex ESG problems such as coronavirus, climate change and inequality.
MORGANSTANLEY.COM
How Business Can Drive Sustainability | Morgan Stanley
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
It wasn’t too long ago when women couldn’t open their own bank accounts. Financial Advisor Lisa Benton shares why women should be actively investing in their financial future.
YOUTUBE.COM
Morgan Stanley Women Without Limits: Lisa Benton
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
What does the word “no” mean to you? Krystal Barker Buissereth, Head of Financial Wellness, believes that nothing is impossible. Learn which three key attributes she credits to building a successful career in this video.
YOUTUBE.COM
Morgan Stanley Women Without Limits: Krystal Barker Buissereth
At Morgan Stanley, we understand that our strengths lie in what makes us different. Learn how we champion inclusion in this Black Enterprise article written by our Head of Private Wealth Management, Mandell Crawley.
BLACKENTERPRISE.COM
Why Inclusion is the Driver for Social and Corporate Growth
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
In honor of Black History Month, join me in exploring the virtual exhibits and digital resources from the National Museum of African American History and Culture in Washington, DC.
NMAAHC.SI.EDU
National Museum of African American History and Culture
Learning and celebrating this Black History Month with great resources like this one from the National Park Service.
NPS.GOV
African American Heritage (U.S. National Park Service)
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
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
While rates remain stagnant in 2021, the cash investment landscape is ever-changing. Read our Global Liquidity team’s outlook on the new year.
MORGANSTANLEY.COM
The More Rates Stay the Same, the More Things Change
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
Five areas of the bond market may offer opportunities for higher yields and portfolio diversification.
MORGANSTANLEY.COM
2021 Credit Outlook: Finding Yield | Morgan Stanley
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
Did you know that 90% of women have one or more risk factors for developing heart disease? Join me in raising awareness by knowing the facts. #GoRedforWomen
GOREDFORWOMEN.ORG
Facts
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
Getting started investing may be easier than you expect. Here's how:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
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
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
Cooperation between businesses and regulators as they combat COVID-19 is leading to more innovation in health care. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
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
Young people of color have been disproportionately impacted by multiple crisis– COVID-19 pandemic, the related financial crisis, and racial injustices. Join us February 24th for a session with Steve Fund, a member of the Morgan Stanley Alliance for Children’s Mental Health, focused on how to raise our consciousness as parents and individuals to understand how we can support our children as we recover and heal from this challenging time period. If you’re interested in attending, DM me for the registration details.
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
The world will look radically different in 2021. Our Global Multi-Asset team discusses.
MORGANSTANLEY.COM
The World Will Look Radically Different in 2021
Proud to announce our newest initiative to support students from HBCUs. In partnership with the Barron’s in Education program, we’re providing students with the resources and access they will need to achieve their dreams. Read more:
MORGANSTANLEY.COM
Morgan Stanley Wealth Management Teams with Barron’s in Education to Sponsor Access to Critical Financial Tools for Historically Black Colleges and Universities | Morgan Stanley
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.
A tale of two halves. Our Active International Allocation team explains how their outlook changes throughout 2021. Learn more.
MORGANSTANLEY.COM
Active International Allocation 2021 Outlook: A Tale of Two Halves
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
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
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
As we celebrate Women’s History Month, let’s continue to find ways to highlight the impact of women across society. Let’s talk about opportunities that may help drive social change and greater gender equality.
MORGANSTANLEY.COM
Women Changing the Conversation | 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
Comparative analysis shows sustainable funds beating traditional peers in 2020 amid coronavirus.
MORGANSTANLEY.COM
Sustainable Funds Beat Peers in 2020 | 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
If inflation rises faster than expected, the Fed may need to adjust its ultra-dovish policy stance. Here’s why:
MORGANSTANLEY.COM
Rising Rates May Signal Market Shifts Ahead | 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
Don’t forget to set your clocks forward this Sunday!
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
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
Bjarne Stroustrup created C++ as a versatile tool that wouldn’t just meet his immediate needs as an engineer, but could also be endlessly adapted for other applications. Here’s the Secret Engine of Everything in a Morgan Stanley Minute.
MORGANSTANLEY.COM
Bjarne Stroustrup on C Plus Plus | Morgan Stanley Minute
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
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
“We need to climb, pause, and lift with intentionality and focus, and become allies of and influencers for change,” explains Morgan Stanley Regional Director Lisa Cregan at the Barron’s Women Summit. She shares how to own the future by shaping the now.
WSJ.COM
Climb, Pause, Lift - Own the Future By Shaping the Now
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.
FOMC statement - 20210317: https://www.federalreserve.gov/newsevents/pressreleases/monetary20210317a.htm
FEDERALRESERVE.GOV
Federal Reserve issues FOMC statement
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
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
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
Our initiative aimed at supporting kids’ mental health made meaningful strides this year, despite the pandemic.
MORGANSTANLEY.COM
A Year of Helping Kids Cope | Morgan Stanley
We examine the dynamic between tax policy, the timing of the campaign cycle and economic growth. Contact me directly for a copy of “US Policy Pulse: FAQs From Our Clients,” to learn more.
“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
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
