October is National Planning month! Let me know if you're interested in reviewing your financial plan. Get started by answering these key questions:
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Your Life, Your Wealth: Planning for a New Tomorrow | 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.
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Curbing Carbon Using Technologies | Morgan Stanley
I’d like to wish a meaningful fast to my friends observing Yom Kippur.
While the spotlight is on the presidential race, the composition of the Senate after the election could also impact markets. Learn more:
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The seasons changing are always a good time to reflect. Happy Fall!
We are excited to have two esteemed speakers from Morgan Stanley join us for our next Zoom video conference arranged for clients and friends of The North Shore Group on Wednesday, September 30th at 11:30am EST. Please join us to hear our featured presenters - Daniel Skelly and Monica Guerra. Daniel is a Managing Director and Head of Market Research & Strategy, and Monica is a Vice President and US Policy Market Strategist, both within Morgan Stanley Wealth Management. Together, they will offer their perspectives on the current market environment and insights on the upcoming General Election. If interested, please contact us at 516-683-3120 for more information. We hope to see you there!
Trading corrections is difficult so the best approach may be to ride it out, says Morgan Stanley & Co. CIO Mike Wilson. Read more:
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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
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
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.
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Energy and Climate Change: A Story in 11 Charts | Morgan Stanley
In this quick video, Vikram Raju gives a great perspective on the vast array of investments that "count" as ESG, and how approaching the market from that perspective can yield new ways to cut costs. If you have a minute, consider checking this out!
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Head of Impact Investing, Vikram Raju, hints at the opportunity set for climate investing
"Every single year, between 80-120 billion dollars of economic value is thrown away in the form of single-use plastic packaging...this is potentially a trillion-dollar economic opportunity." - Audrey Choi, Chief Sustainability Officer of Morgan Stanley.
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Defining how you want your life’s worth to benefit the people and organizations you care for begins with trusts. Talk to me today to plan for a new tomorrow and ensure your lasting legacy.
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How a Trust Can Protect Your Legacy | 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:
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GIC Investment Perspectives November 2020 - 1397886
There are so many organizations that honor veterans’ service to our country. For this Veterans Day, consider these suggestions for how you can maximize your impact:
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Giving Back to Veterans | Morgan Stanley
Do you want to involve your family in charitable giving? Donor advised funds give you the flexibility and time to involve family members in your strategic giving, so you can share the causes that are important to both you and your loved ones.
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Donor Advised Funds: A Tax-Efficient Way to Manage Your Giving | 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
Handling a parent's will can be a complex and emotional experience. But there's no reason you have to take it on alone - there are attorneys, accountants and advisors that can guide you through the process. One of the easiest ways to navigate this process? Create a Family Love Letter® - Cheri Brooks, Head of the Neuberger Berman Advisor Institute, will explain in our video conference today at 11:30. If you haven't signed up yet, contact us!
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The Responsibility of an Executor | Morgan Stanley
Much of what we'll be leaving behind won't be financial. As more and more of our lives are lived online (especially now), how does that impact the legacies we leave behind? Although this podcast is a little dated, it provides a different perspective on how we impact our loved ones after we're gone.
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Are You Ready for Your Digital Afterlife?
Happy Thanksgiving to those with us and those far away.
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.
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Give the Gift of Education Savings This Holiday Season | Morgan Stanley
Congratulations Trish!
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Trish Pagoaga, a Champion for Others | 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
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
Today is the first day of winter! What traditions are you looking forward to this season?
Wishing everyone a happy and healthy New Year!
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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May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
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:
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GIC Investment Perspectives January 2021 - 1419805
Thank you to Vijay Chandar for joining us yesterday for our North Shore Group's 2021 Market Outlook presentation! We analyzed the current market volatility, the trends expected to shape the 2021 investing environment and how to position your portfolio for it, as well as answering questions from our participants. We hope everyone enjoyed the presentation, and if you'd like to receive an invitation to the next one, please reach out to us!
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The North Shore Group | Garden City, NY | Morgan Stanley Wealth Management
With tax season in full swing, I now have the new 2021 Tax Tables containing tax rates for the different brackets and important filing dates up on my website. Click the picture below to reach my page. Once there, look under the "2021 Tax Information” tab to view. I hope you will find this of use as you begin to consider this year's tax strategies. Please contact me if you'd like to go through this information in more detail.
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The North Shore Group | Garden City, NY | Morgan Stanley Wealth Management
As we saw in January, an increase in speculative trading can fuel gains as well as losses. Read more in On the Markets:
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Flipping a coin is actually more accurate than Punxsutawney Phil's weather prediction, but isn’t nearly as charming. Happy Groundhog Day!
Looking back on our last in-person seminar about a year ago. Although the virtual environment has allowed us to book some pretty big names at our events, we can't wait to be able to host our future ones in the physical world once again. Looking forward to seeing all of you in person!
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:
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GIC Investment Perspectives February 2021 - 1430381
Climate change, security and telecoms are among the key themes driving a boom in the space economy. Here's a look behind the increased interest.
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2021: A New Space Economy | Morgan Stanley
Congratulations to our partner and group founder, Alan Greenberg, who has just been named one of Forbes’ Best-In-State Wealth Advisors for the State of New York!
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Best-In-State Wealth Advisors 2021
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
Wishing everyone a sweet Valentine’s Day!
Interest rates tend to be slower to react to positive events than stocks, which helps explain why rates are rising lately. Read more in On the Markets:
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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:
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GIC Investment Perspectives March 2021 - 1439432
How should investors view our changing workplaces, post-pandemic? Microsoft CEO Satya Nadella sits down with Morgan Stanley.
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Microsoft CEO Satya Nadella on Being "Digital First Responders" | Morgan Stanley
Grateful for all the amazing women in my life today and every day. Happy International Women’s Day!
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!
“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.
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The Power of Female Portfolio Managers | Morgan Stanley Minute
Happy first day of Spring! What are you looking forward to as the weather gets warmer?
