Happy New Year! In case you missed it our team name has transitioned to The Chamberlain-Taylor Group at Morgan Stanley. Jason recently shared some in depth team news and our focus for 2020 and beyond! Please take a minute to read our communication attached. If you or a friend would like to learn more about our team and process please contact us!
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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
I’d like to wish a meaningful fast to my friends observing Yom Kippur.
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
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!
"Consumerism is moving healthcare to more of a market-based economy. The potential exists for massive cost savings and quality enhancement.” Steven Rodgers explains the ongoing opportunity for consumers to take control of their healthcare information in a Morgan Stanley Minute.
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Consumer-Driven Health Care | Morgan Stanley Minute
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.
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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:
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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.
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Near-term Correction; Long-term Recovery? | 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
“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
Do tech-driven energy efficiencies—coupled with a shift in environmental attitudes—mean oil demand will fail to recover to pre-COVID levels?
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The New Definition of “Peak Oil”? | 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
“If the U.S. Latino population were measured in terms of a country, on its own, it would be the seventh largest GDP in the world,” says Ileana Musa, Co-Head of International Wealth Management. Those who pay attention to this demographic, will stand out in their industries.
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U.S. Latino Business Opportunity | Morgan Stanley Minute
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.
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U.S. Election 2020: Straightaways and Detours | Morgan Stanley
Stocks fade to begin the week as earnings season, politics, pandemic in focus. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Mandell Crawley, Head of Private Wealth Management, believes millennials have “a much greater focus on ensuring that the wealth they have been fortunate to inherit or create is used to make the world a better place.”
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Millennial Charitable Giving | Morgan Stanley Minute
Markets bounce back on Thursday as GDP report shows US economy returned to growth in 3Q. Read more in the 1% Move report:
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Global stocks sell off as markets digest politics, earnings and new lockdowns in Europe. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Stocks record worst session in a month as politics, pandemic weigh on sentiment. Read more in the 1% Move report:
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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.
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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:
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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:
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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.
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Is the Worst of the Correction Over? | 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:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Don't forget to turn those clocks back - it's Daylight Savings!
Stocks rally on Friday as S&P 500 closes at new record high. Read more in the 1% Move report:
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Stocks fade on Thursday as back-and-forth week in markets continues. Read more in the 1% Move report:
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On Veteran’s Day, and every day, I’m grateful to those who have served.
“Generally there’s a pretty big gap between how parents approach the money conversation and how teenagers are ready to absorb the money conversation,” says Daniel DiBiasio, Managing Director, Wealth Management. Learn how to bridge the gap.
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Talking to Teens About Money | Morgan Stanley Minute
Stocks soar on 're-opening' trade following strong initial vaccine data. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Late-session slide sees markets finish in the red on Wednesday. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
"Four million privately held businesses stand to change hands over the next two decades. Three quarters of those owners do not have an exit plan." Find out how Morgan Stanley can support small businesses from Liz Dennis, Head of Strategic Client Management.
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Monetizing Your Small Business | Morgan Stanley Minute
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:
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Confidence in the ability of the central bank to suppress market volatility through aggressive policy may be misplaced.
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An Artificial Calm? | Morgan Stanley
Happy Thanksgiving to those with us and those far away.
Although the U.S. faces a challenging winter, vaccine availability and momentum could propel the economy to expand an impressive 6% in 2021. The outlook for investors.
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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:
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S&P Market 1 Percent Move Report from Morgan Stanley | 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.
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Giving Thanks for a Brighter 2021 | Morgan Stanley
Global economies are set for next phase of a V-shaped recovery in both developed and emerging markets. Why that could be good news for equities and credit markets.
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Special Episode: 2021 Global Outlook | Morgan Stanley
Stocks and yields higher on Tuesday as NASDAQ makes first new high since September. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Tuesday's rally snaps four-day streak of losses for the S&P 500. Read more in the 1% Move report:
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Today is the first day of winter! What traditions are you looking forward to this season?
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.
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What’s in Store for ESG Investing? | Morgan Stanley
Wishing everyone a happy and healthy New Year!
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:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
US stocks move lower on the first trading day of 2021. Read more in the 1% Move report:
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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?
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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.
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:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Markets slide as S&P 500 wraps up worst week in three months. Read more in the 1% Move report:
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S&P 500 records worst day in three months as earnings, FOMC in focus. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | 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:
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S&P Market 1 Percent Move Report from Morgan Stanley | 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:
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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:
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Flipping a coin is actually more accurate than Punxsutawney Phil's weather prediction, but isn’t nearly as charming. Happy Groundhog Day!
Markets begin February on positive note as US stocks bounce back from last week's sell-off. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Markets slide as S&P 500 wraps up worst week in three months. Read more in the 1% Move report:
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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:
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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:
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Flipping a coin is actually more accurate than Punxsutawney Phil's weather prediction, but isn’t nearly as charming. Happy Groundhog Day!
Markets begin February on positive note as US stocks bounce back from last week's sell-off. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Markets slide as S&P 500 wraps up worst week in three months. Read more in the 1% Move report:
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Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
Wishing everyone a sweet Valentine’s Day!
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:
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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:
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Flipping a coin is actually more accurate than Punxsutawney Phil's weather prediction, but isn’t nearly as charming. Happy Groundhog Day!
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.
Congratulations Sarah! Sarah has been named to the Firm’s Pacesetter’s Club, a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first class client service. Sarah, who has been with Morgan Stanley Wealth Management since 2008, transitioned from Consulting Group Analyst to Financial Advisor in 2019 after a decade of service with The Chamberlain-Taylor Group.
We are pleased to announce Jason’s recent promotion to Executive Director and being named a member of Morgan Stanley’s President’s Club. The President’s Club is an elite group composed of the Firm’s top Financial Advisors. The appointment recognizes Jason’s consistent creativity and excellence in providing a wide range of wealth management services and investment solutions. Congratulations Jason!
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.
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Thoughts on the Market Podcast | Morgan Stanley
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
Wishing everyone a sweet Valentine’s Day!
Stocks bounce back on Monday as strong ISM report kicks off busy week of economic data. Read more in the 1% Move report:
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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:
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S&P Market 1 Percent Move Report from Morgan Stanley | 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.
Congratulations Sarah! Sarah has been named to the Firm’s Pacesetter’s Club, a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first class client service. Sarah, who has been with Morgan Stanley Wealth Management since 2008, transitioned from Consulting Group Analyst to Financial Advisor in 2019 after a decade of service with The Chamberlain-Taylor Group.
We are pleased to announce Jason’s recent promotion to Executive Director and being named a member of Morgan Stanley’s President’s Club. The President’s Club is an elite group composed of the Firm’s top Financial Advisors. The appointment recognizes Jason’s consistent creativity and excellence in providing a wide range of wealth management services and investment solutions. Congratulations Jason!
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.
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Thoughts on the Market Podcast | Morgan Stanley
Stocks snap three-day string of losses following strong February payrolls report. Read more in the 1% Move report:
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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:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Rising Treasury yields continue to weigh on tech/growth stocks as markets fall on Wednesday. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | 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
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.
Bounce-back in technology stocks sends S&P 500 to new all-time closing high. Read more in the 1% Move report:
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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.
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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:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
What are the potential impacts of the new administration's infrastructure and environmental agenda? Will higher interest rates lead to inflation? Subscribe to Thoughts on the Market Podcast. Listen for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley.
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Thoughts on the Market Podcast | Morgan Stanley
Grateful for all the amazing women in my life today and every day. Happy International Women’s Day!
Stocks snap three-day string of losses following strong February payrolls report. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Higher yields, worsening virus data in Europe weigh on markets Thursday. Read more in the 1% Move report:
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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 rush to explore the expanding frontiers of the space economy is accelerating. Here are five themes driving investors’ interest.
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2021: A New Space Economy | Morgan Stanley
Don’t forget to set your clocks forward this Sunday!
Bounce-back in technology stocks sends S&P 500 to new all-time closing high. Read more in the 1% Move report:
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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
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.
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Thoughts on the Market Podcast | Morgan Stanley
Higher yields, worsening virus data in Europe weigh on markets Thursday. Read more in the 1% Move report:
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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 rush to explore the expanding frontiers of the space economy is accelerating. Here are five themes driving investors’ interest.
MORGANSTANLEY.COM
2021: A New Space Economy | Morgan Stanley
Don’t forget to set your clocks forward this Sunday!
Bounce-back in technology stocks sends S&P 500 to new all-time closing high. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
