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Joe Carter & Tim Hester named to Forbes Magazine's list of America's Best-in-State Wealth Advisors - Space Coast Business Magazine
Broad rally across equities on Monday as markets look to recover following four consecutive weeks of declines. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Despite Friday's rebound S&P 500 finishes lower for a fourth consecutive week. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
A lot of people may be concerned by the amount of volatility they are seeing in the market. After the recent run-up in the markets this correction is not only expected, it is probably healthy. In addition We expect volatility before an election regardless of the expected or actual outcome. If you are concerned with the market or how current events are affecting you then do not hesitate to reach out and we can help you ensure you are prepared and informed.
S&P 500 down for the fifth time in past six sessions as tech weakness and anxiety over potential stimulus weigh on markets. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
The seasons changing are always a good time to reflect. Happy Fall!
Take a look at our Newsletter for the 4th Quarter. We wanted to give you a small peak into our time working from home, some insight from our team and also a peak at some of the thoughts on upcoming events from our Global Investment Committee. For the full issue of "Thoughts on the Markets," reach out and I will provide it to you.
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:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Markets sell off on Tuesday as stimulus hopes fade. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | 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.
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Online Financial Tools | Morgan Stanley
Fall is right around the corner. Here are some financial tips to help you set yourself up for a successful year-end and a better 2021.
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Fall Planning for Your Finances | Morgan Stanley
Stocks, bond yields move higher to start the week. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | 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.
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Fall Planning for Your Finances | Morgan Stanley
'Big Tech' rally sends stocks sharply higher on Monday. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | 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.
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Fall Planning for Your Finances | 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:
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Could U.S. Markets Soon Get Unstuck? | 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.
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The State of Your Parents' Estate | Morgan Stanley
China could represent an attractive long-term strategic investment opportunity. Here’s why:
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3 Reasons Investors Shouldn’t Overlook China’s Economic Rebound | Morgan Stanley
Extreme swings in the VIX—a rise in the volatility of volatility—suggest important changes in market dynamics could take hold with the new business cycle.
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Time to Reconsider Conventional Investing Wisdom | Morgan Stanley
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 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:
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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.
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Give the Gift of Education Savings This Holiday Season | 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:
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What the Yield Curve May Be Trying to Tell Investors | Morgan Stanley
In the next few months, positive catalysts are likely to dominate the economic outlook. See three signs of light at the end of the 2020 tunnel:
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Seeing Light at the End of the Tunnel | Morgan Stanley
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
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
See four reasons why an economic surge in the U.S. early next year will likely lead to a rotation in market leadership:
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Preparing Your Portfolio for a “Coiled Spring” Economy | Morgan Stanley
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:
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Searching for New U.S. Stock Market Catalysts | 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.
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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
The financial sector is among our top ideas for 2021. Here’s why:
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5 Reasons to Consider Investing in Financials in 2021 | Morgan Stanley
Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals.
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Preparing for a Post Pandemic Market | 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.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Recent election outcomes point to less gridlock ahead in D.C., which could prompt economic reflation and sector rotation. Learn more:
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3 Takeaways from a More Unified Government | 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.
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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
Emerging markets are up nearly 30% in the past three months. See why we think more gains are ahead, especially in Asia:
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5 Reasons Emerging Markets Are Just Getting Started | Morgan Stanley
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:
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Keep Your Eyes on the Recovery | Morgan Stanley
Investors may feel especially whipsawed between optimism and disappointment this year since economic recovery is dependent on a new factor: vaccine rollout.
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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.
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Planning Today to Help You Thrive Tomorrow | Morgan Stanley
If inflation rises faster than expected, the Fed may need to adjust its ultra-dovish policy stance. Here’s why:
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Rising Rates May Signal Market Shifts Ahead | Morgan Stanley
Nominal GDP growth could be nearly 10% in 2021, but comparisons get tough in 2022 with growth estimates falling below 3%.
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Are We Nearing Peak Growth? | Morgan Stanley
Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.
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Tips to Prepare for Tax Day | 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:
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China’s Sell-Off May Be an Opportunity | 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.
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Tax Season Cybersecurity Tips | Morgan Stanley
