Ready to start your cybersecurity to-do list? This checklist has the basic steps you should take to safeguard your data and assets.
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Personal Cybersecurity Checklist: Ways to Protect Yourself | Morgan Stanley
As Congress debates aid for state governments, for investors, the principal concern is that a lack of additional federal aid might further depress state spending and drag on economic growth.
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Could U.S. State Governments Go Bankrupt? | Morgan Stanley
Stocks rally as big tech earnings and Federal Reserve 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
As some states begin to loosen quarantine restrictions, "stay at home stocks" may no longer be the place to be. Chief Investment Officer Mike Wilson explains.
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Equities Position for America’s Grand Reopening | Morgan Stanley
Many of the same stocks that were favored during the last 10 years are now leading the bear market rally. Here’s why that may be contributing to fragile markets:
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Don't Follow the Investing Pack | Morgan Stanley
This is new and uncharted territory for all of us, but we’re as focused as ever to help you navigate through it. Access your Morgan Stanley account 24/7 from the safety of your own home. Download the app and watch the tutorial videos to get started.
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Morgan Stanley Mobile App l Online Wealth Management | Morgan Stanley
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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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:
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GIC Investment Perspectives November 2020 - 1397886
Integrating gender-related criteria into your portfolio is getting easier, as investment options proliferate. Learn how gender-themed investing can avoid equality laggards, seek out leaders and invest in companies whose products improve the lives of women.
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Addressing Gender Equality in Impact Investing | 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
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
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
What are the risks to travel right now and how can you do it safely? Learn what some establishments are doing to increase safety measures:
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Keeping You Safe While Traveling During COVID
Social media apps and websites allow us to communicate and keep in touch with our friends and family, but what we post online can also be exploited. Make sure to think twice before posting sensitive information.
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Limit the Information You Share Online - YouTube
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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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
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.
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Security Tips for the Giving Season | 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
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
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?
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How to Protect Your Mobile Phone
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
While there is near-term risk of a pullback, CIO Mike Wilson sees a 10% gain for the S&P 500 in 2021. See why in On the Markets:
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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
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
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.
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Online Financial Tools | 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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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
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:
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Online Wealth Management | Morgan Stanley
Are you considering giving to charity during the holidays? A donor advised fund allows you to donate in an easy, tax-advantaged way without feeling rushed into a decision about which charities to support before year-end.
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Donor Advised Funds: Giving to Charity | Morgan Stanley
MS & Co. CIO Mike Wilson believes we should remain bullish long term due to improving economic data and positive earnings revisions, which support his expectations for a V-Shaped recovery. Learn more.
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GIC Investment Perspectives December 2020 - 1410657
My clients who are Morgan Stanley Reserved Living & Giving members get the best deals on Lexus, BWM, Mercedes, Audi and more! Reach out if you are interested in learning more about our loyalty program.
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Reserved Exclusives: Offers & Benefits
Today is the first day of winter! What traditions are you looking forward to this season?
Still looking for the perfect gift? Make an impact when you shop from Morgan Stanley Gifts for Good Guide.
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Gifts for Good
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
Worried about protecting an elderly loved one from cybersecurity threats? See our guide for caregivers.
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Seniors’ Guide to Cybersecurity | Morgan Stanley
Music around the holidays is a tradition at Morgan Stanley. Rather than let COVID cancel the annual holiday concert at our headquarters, the firm is bringing it digital and broadcasting it worldwide. You can join the livestream tomorrow night by using the link below. To stay up to date with all firm events, visit the events tab on our website: https://advisor.morganstanley.com/the-lakeland-group
https://www.cvent.com/events/holidays-from-harlem-with-carla-harris-and-friends/event-summary-80f68429cb994c449938865694ba5171.aspx?ct=5cd7335c-2524-491c-a2c5-d487ad9da4bd
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Holidays In Harlem
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.
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These Steps May Reduce Your Taxes | Morgan Stanley
Happy Holidays from the Lakeland Group! We hope everybody has had the chance to spend some quality time with their family this year. Stay warm and stay safe!
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
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
Wishing everyone a happy and healthy New Year!
Who said finance is just for humans? Please help us welcome Piper to the Lakeland Group!
Small reductions in tax costs can have enormous consequences for wealth accumulation. Consider these techniques to help you keep more money growing. Learn more:
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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?
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Should You Be Worried About Your “Smart” Devices?
2020 is almost over. Consider incorporating tax-efficient investment strategies into your wealth plan today to help you build more wealth for tomorrow. Learn more here:
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Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Stocks rally for a third consecutive session as S&P 500 eclipses 3,800 for first time in history. Read more in the 1% Move report:
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S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals.
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Preparing for a Post Pandemic Market | Morgan Stanley
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more:
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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
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.
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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.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Advice can go a long way, especially when it comes to your finances. Please reach out or visit our website to find out how our team can help you reach your goals in 2021.
https://advisor.morganstanley.com/the-lakeland-group
https://www.morganstanley.com/morgan-stanley-minute/depth-of-real-advice?vid=6112039716001&cid=whmt-smfa-morgans-6922
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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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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
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.
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Online Financial Tools | Morgan Stanley
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
Advice can go a long way, especially when it comes to your finances. Please reach out or visit our website to find out how our team can help you reach your goals in 2021.
https://advisor.morganstanley.com/the-lakeland-group
https://www.morganstanley.com/morgan-stanley-minute/depth-of-real-advice?vid=6112039716001&cid=whmt-smfa-morgans-6922
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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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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
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
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
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.
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Coronavirus and Mental Health: A Study | Morgan Stanley
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
Advice can go a long way, especially when it comes to your finances. Please reach out or visit our website to find out how our team can help you reach your goals in 2021.
https://advisor.morganstanley.com/the-lakeland-group
https://www.morganstanley.com/morgan-stanley-minute/depth-of-real-advice?vid=6112039716001&cid=whmt-smfa-morgans-6922
MORGANSTANLEY.COM
Depth of Real Financial Advice | Morgan Stanley Minute
Markets slide as S&P 500 wraps up worst week in three months. Read more in the 1% Move report:
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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.
#MorganStanley #Finance
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Morgan Stanley Women Without Limits: Krystal Barker Buissereth
Congratulations to our very own Andy Roe on their recent promotion to Associate Vice President!
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
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
Lisa Shalett expects emerging markets to continue to outperform developed markets, especially in Asia. If you enjoy this video, head over to our website to find more Morgan Stanley content under the Investor Resources tab:
https://advisor.morganstanley.com/the-lakeland-group
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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:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Beyond risk and return, today’s investors want to understand the social and environmental impact of their investments. See how Morgan Stanley IQ helps our clients do just that.
MORGANSTANLEY.COM
Sustainable Investing Tool
Markets slide as S&P 500 wraps up worst week in three months. Read more in the 1% Move report:
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Getting where you want to go often means having room to adjust and shift financial priorities. Learn how our Goals Planning System can help.
MORGANSTANLEY.COM
Planning Today to Help You Thrive Tomorrow | Morgan Stanley
2020 was a year of change, including in tax law! 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.
Four-day rally for S&P 500 sees index recoup last week's losses, close at new all-time high. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
S&P 500 rallies for second straight day as markets recover from last week's slide. Read more in the 1% Move report:
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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:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | 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
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
Wishing everyone a sweet Valentine’s Day!
Getting where you want to go often means having room to adjust and shift financial priorities. Learn how our Goals Planning System can help.
MORGANSTANLEY.COM
Planning Today to Help You Thrive Tomorrow | Morgan Stanley
2020 was a year of change, including in tax law! 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.
Four-day rally for S&P 500 sees index recoup last week's losses, close at new all-time high. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
It will take a global effort to combat climate change. Now that we are on track to officially re-enter the Paris Climate Agreement, learn more about the commitments you can make as an investor:
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On Climate, Investors Seek Positive Change | Morgan Stanley
Don’t miss Under the Stars with Wynton Marsalis, the next virtual event in Morgan Stanley Wealth Management’s “Lessons in Leadership” series. On Tuesday, February 23 at 8:30 pm EST, experience a private musical performance and discussion with this legendary jazz music icon. If you like this event, visit our website and head over to the events tab: https://advisor.morganstanley.com/the-lakeland-group
https://morganstanley.webcasts.com/starthere.jsp?ei=1420872&tp_key=32db93218b&cid=whmt-smfa-1414les-7138
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
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
Wishing everyone a sweet Valentine’s Day!
Getting where you want to go often means having room to adjust and shift financial priorities. Learn how our Goals Planning System can help.
MORGANSTANLEY.COM
Planning Today to Help You Thrive Tomorrow | Morgan Stanley
Stocks bounce back on Monday as strong ISM report kicks off busy week of economic data. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
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.
Join The Lakeland Group at Morgan Stanley and our guest presenter Dave Hreha of American Funds on March 11th for a 2021 for our presentation on "Where Are Today's Opportunities?" To RSVP please email call us at: 715-358-7121 or email us at: clara.schroeder@morganstanley.com
We encourage you to attend along with any friends and family that would like to join. To learn more about the event, visit our website and head over to the events tab: https://advisor.morganstanley.com/the-lakeland-group
#MorganStanley #Finance
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
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:
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On Climate, Investors Seek Positive Change | 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
“We now find that 85% of individual investors are interested in sustainable investing. Among millennials, the interest is even stronger.” Learn more from Courtney Thompson in a Morgan Stanley Minute.
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The Scale of Sustainable Investing | Morgan Stanley Minute
Bounce-back in technology stocks sends S&P 500 to new all-time closing high. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
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
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:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Yields higher, stocks lower as NASDAQ 100 teeters on correction territory. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Higher yields, worsening virus data in Europe weigh on markets Thursday. Read more in the 1% Move report:
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How should investors view our changing workplaces, post-pandemic? Microsoft CEO Satya Nadella sits down with Morgan Stanley.
MORGANSTANLEY.COM
Microsoft CEO Satya Nadella on Being "Digital First Responders" | Morgan Stanley
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!
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.
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Cybersecurity in the Connected Age | Morgan Stanley Minute
Don’t forget to set your clocks forward this Sunday!
“We now find that 85% of individual investors are interested in sustainable investing. Among millennials, the interest is even stronger.” Learn more from Courtney Thompson in a Morgan Stanley Minute.
MORGANSTANLEY.COM
The Scale of Sustainable Investing | Morgan Stanley Minute
“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
Tax fraud schemes topped $2.3 billion last year, according to the IRS. Learn about tax fraud prevention tips and warning signs, as well as what steps to take if you’re a victim.
MORGANSTANLEY.COM
Tax Season Cybersecurity Tips | Morgan Stanley
Tax year 2020 isn’t done until you file your returns in 2021. As you prepare to file your income tax returns, review our checklist and resources for helpful tips and reminders: https://mgstn.ly/3vhwdGT
Higher yields, worsening virus data in Europe weigh on markets Thursday. Read more in the 1% Move report:
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How should investors view our changing workplaces, post-pandemic? Microsoft CEO Satya Nadella sits down with Morgan Stanley.
MORGANSTANLEY.COM
Microsoft CEO Satya Nadella on Being "Digital First Responders" | Morgan Stanley
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!
