We thought this perspective from Brian Wesbury, Chief Economist with First Trust Advisors L.P., @wesbury might be of interest:
FTPORTFOLIOS.COM
What a Year! What a Week!
We would like to wish a meaningful fast to our friends observing Yom Kippur.
Managing your finances by yourself can be overwhelming. With Morgan Stanley Online, there are tools to help you stay on track. Reach out to me if you want to learn more.
MORGANSTANLEY.COM
Online Financial Tools | Morgan Stanley
Happy, Healthy, Sweet New Year. L’Shana Tova! #RoshHashanah
When it comes to planning for a loved one’s education, there is no “one size fits all” approach. Learn how you can identify the right education funding strategy for you.
MORGANSTANLEY.COM
529 Plans and More: A Guide to Investing in a Loved One’s Education | Morgan Stanley
Why gridlock on the next U.S stimulus package—combined with election year uncertainty—suggests there could be more downside in September and October.
MORGANSTANLEY.COM
Could the Correction Continue Further? | 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
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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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.
MORGANSTANLEY.COM
Near-term Correction; Long-term Recovery? | 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.
MORGANSTANLEY.COM
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.
MORGANSTANLEY.COM
Fall Planning for Your Finances | 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
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
Do tech-driven energy efficiencies—coupled with a shift in environmental attitudes—mean oil demand will fail to recover to pre-COVID levels?
MORGANSTANLEY.COM
The New Definition of “Peak Oil”? | Morgan Stanley
I’ve noticed the trend of people updating work profile pictures and adding photos reflecting the continuing #WFH world. I took this picture earlier today, waiting for Alternate Side Parking rules to pass. Logged in, securely of course, on my iPad working. #MorganStanley
Even though we're not all together in the office, members of the #MorganStanley Short Hills, NJ branch office wearing pink today and raising funds in honor of Breast Cancer Awareness Month. Supporting the fighters, celebrating the survivors and remembering those lost. @MorganStanley #wearpinkday
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.
MORGANSTANLEY.COM
Fall Planning for Your Finances | Morgan Stanley
Even though we're not together in the office, members of the #MorganStanley Short Hills, NJ office wearing pink in honor of Breast Cancer Awareness Month. Supporting the fighters, celebrating the survivors and remembering those lost. @MorganStanley
Over the weekend with my kids walking (and playing) around our NYC neighborhood we logged collectively around 53,745 steps. Great cause and way to demonstrate different ways to help give back to local communities and help those in need as a family. Loved seeing them in the oversized Volunteer Month shirts from years past.
Walking a bit to feed a lot. Giving back is one of our core values at Morgan Stanley. Together, we are walking and moving in honor of #WorldFoodDay to fight hunger and support those in need. #MSGivesBack
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
Working with a Financial Advisor is the best way to build a total wealth plan for your personal needs. As a CERTIFIED FINANCIAL PLANNER (CFP®), Zachary has the training and experience to help you define your needs, manage market risks, and build a custom plan to help you reach your goals — and avoid pitfalls that can derail those plans. Let’s connect today.
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:
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Happy Halloween from The Short Hills Group at Morgan Stanley.
We hope you have a joyous and peaceful Diwali!
Morgan Stanley
November 13 at 6:30 PM ·
We hope you have a joyous and peaceful Diwali! This year, we’re thinking of our family and friends around the world as we find ways to spread light and kindness in the lives of others from the comfort and safety of our homes.
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
There are so many organizations that honor veterans’ service to our country. For Veterans Day, consider these suggestions for how you can maximize your impact:
MORGANSTANLEY.COM
Giving Back to Veterans | Morgan Stanley
We thought this post election article from #MorganStanley Wealth Management's CIO Lisa Shalett might be of interest. Reach out to us to find out how we can help you stay focused on your big picture.
MORGANSTANLEY.COM
Election 2020: Investors Should Focus on the Big Picture | Morgan Stanley
Having a digital presence can open the door for new opportunities. Optimizing your LinkedIn profile to be seen by recruiters and implementing search techniques to find educational or career opportunities are critical especially during current times.
The Morgan Stanley Northern NJ Complex and The Short Hills Group at Morgan Stanley invite you to the “2020 LinkedIn Training for Job Seekers” webinar being held on November 10, 2020 at 5PM EST. For more information, visit our website. Click on the “Client Events” tab where you will find a link that contains call in details for the event. Please DM us or email us to RSVP.
ADVISOR.MORGANSTANLEY.COM
The Short Hills Group | Short Hills, NJ | Morgan Stanley Wealth Management
Having a digital presence can open the door for new opportunities. Optimizing your LinkedIn profile to be seen by recruiters and implementing search techniques to find educational or career opportunities are critical especially during current times.
The Morgan Stanley Northern NJ Complex and The Short Hills Group at Morgan Stanley invite you to the “2020 LinkedIn Training for Job Seekers” webinar being held on November 10, 2020 at 5PM EST. For more information, visit our website. Click on the “Client Events” tab where you will find a link that contains call in details for the event. Please DM us or email us to RSVP.
ADVISOR.MORGANSTANLEY.COM
The Short Hills Group | Short Hills, NJ | Morgan Stanley Wealth Management
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
Please join us for our Wealth Management Perspectives: 2020 Year End Review & 2021 Outlook webinar featuring David M. Lebovitz, Executive Director with JP Morgan Asset Management on 12/9 at 4PM EST. Visit the "Client Events" tab on our website for details.
RSVP by 12/8 to shorthillsgroup@ms.com for details.
ADVISOR.MORGANSTANLEY.COM
The Short Hills Group | Short Hills, NJ | Morgan Stanley Wealth Management
Today our team recognizes “Blue Shirt Pink Tie/Scarf Thursday” at Morgan Stanley, a cause started by #MorganStanley employees to quietly support our Morgan Stanley family, friends and colleagues battling cancer.
Insurance can get complicated pretty quickly. What kinds of insurance do you need? Life, long-term care, or something else?
As a CERTIFIED FINANCIAL PLANNER (CFP®) I’m qualified to help you figure out your insurance needs in the context of your overall wealth.
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.
MORGANSTANLEY.COM
Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Please join us for our Wealth Management Perspectives: 2020 Year End Review & 2021 Outlook webinar featuring David M. Lebovitz, Executive Director with JP Morgan Asset Management on 12/9 at 4PM EST.
Visit the "Client Events" tab on our website for details:
https://advisor.morganstanley.com/the-short-hills-group
RSVP by 12/8 to shorthillsgroup@ms.com for details.
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.
MORGANSTANLEY.COM
Your 2020 Guide to Holiday Giving | Morgan Stanley
Thank you to those who joined us this afternoon for our “Wealth Management Perspectives: 2020 Year End Review & 2021 Outlook” webinar featuring David M. Lebovitz, Executive Director with JP Morgan Asset Management. A special thank you to David for joining us and sharing his insight.
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
Warmest wishes for a Happy Chanukah!
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.
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives December 2020 - 1410657
Tax efficiency makes a big difference. Let’s talk before year-end.
MORGANSTANLEY.COM
Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Kwanzaa blessings to you and yours!
‘Tis the season for joy, love and peace. Merry Christmas!
Happy New Year from The Short Hills Group at 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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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
On Monday, Jan. 18, 2021, the markets are closed to join the nation in remembering and celebrating the great American leader, Dr. Martin Luther King, Jr. and his immeasurable contributions to the character of our country.
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
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
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
There are changes coming to the Free Application for Federal Student Aid (FAFSA). Here’s a link to some information that we thought might be of interest.
Please give us call to discuss your college savings goals and strategies to help achieve them.
SAVINGFORCOLLEGE.COM
www.savingforcollege.com
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
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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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
There are changes coming to the Free Application for Federal Student Aid (FAFSA). Here’s a link to some information that we thought might be of interest.
Please give us call to discuss your college savings goals and strategies to help achieve them.
SAVINGFORCOLLEGE.COM
www.savingforcollege.com
Join The Short Hills Group and Heather Richelson-Hopkins in the American Heart Association's Go Red for Women movement this month to raise awareness about women's heart disease! #GoRedforWomen #MSGivesBack #ShortHillsGroupMS
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
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
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
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
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
The Short Hills Group is excited to share that our partner, Heather Richelson-Hopkins is celebrating her 10 year anniversary at Morgan Stanley. We are grateful to have her as such an important part of our team. If you have a moment, please wish her a wonderful anniversary!
Happy Lunar New Year!
Morgan Stanley
February 12 at 9:07 AM ·
Happy Lunar New Year! We wish all of our clients, colleagues and friends around the world a happy and healthy Year of the Ox. https://mgstn.ly/2MRnaeF
Join The Short Hills Group and Heather Richelson-Hopkins in the American Heart Association's Go Red for Women movement this month to raise awareness about women's heart disease! #GoRedforWomen #MSGivesBack #ShortHillsGroupMS
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
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
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
The Short Hills Group is excited to share that our partner, Heather Richelson-Hopkins is celebrating her 10 year anniversary at Morgan Stanley. We are grateful to have her as such an important part of our team. If you have a moment, please wish her a wonderful anniversary!
Happy Lunar New Year!
Morgan Stanley
February 12 at 9:07 AM ·
Happy Lunar New Year! We wish all of our clients, colleagues and friends around the world a happy and healthy Year of the Ox. https://mgstn.ly/2MRnaeF
Join The Short Hills Group and Heather Richelson-Hopkins in the American Heart Association's Go Red for Women movement this month to raise awareness about women's heart disease! #GoRedforWomen #MSGivesBack #ShortHillsGroupMS
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
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
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
The Short Hills Group is excited to share that our partner, Heather Richelson-Hopkins is celebrating her 10 year anniversary at Morgan Stanley. We are grateful to have her as such an important part of our team. If you have a moment, please wish her a wonderful anniversary!
Happy Lunar New Year!
Morgan Stanley
February 12 at 9:07 AM ·
Happy Lunar New Year! We wish all of our clients, colleagues and friends around the world a happy and healthy Year of the Ox. https://mgstn.ly/2MRnaeF
Join The Short Hills Group and Heather Richelson-Hopkins in the American Heart Association's Go Red for Women movement this month to raise awareness about women's heart disease! #GoRedforWomen #MSGivesBack #ShortHillsGroupMS
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
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
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
Rising interest rates and sector rotation towards cyclical industries may be just the start of significant market shifts ahead. This audiocast explains the implications for portfolio construction.
To access the Audiocast, click the link below:
https://players.brightcove.net/644391012001/default_default/index.html?videoId=6236429343001
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
The Short Hills Group is excited to share that our partner, Heather Richelson-Hopkins is celebrating her 10 year anniversary at Morgan Stanley. We are grateful to have her as such an important part of our team. If you have a moment, please wish her a wonderful anniversary!
Happy Lunar New Year!
Morgan Stanley
February 12 at 9:07 AM ·
Happy Lunar New Year! We wish all of our clients, colleagues and friends around the world a happy and healthy Year of the Ox. https://mgstn.ly/2MRnaeF
Join The Short Hills Group and Heather Richelson-Hopkins in the American Heart Association's Go Red for Women movement this month to raise awareness about women's heart disease! #GoRedforWomen #MSGivesBack #ShortHillsGroupMS
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
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
Rising interest rates and sector rotation towards cyclical industries may be just the start of significant market shifts ahead. This audiocast explains the implications for portfolio construction.
To access the Audiocast, click the link below:
https://players.brightcove.net/644391012001/default_default/index.html?videoId=6236429343001
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
The Short Hills Group is excited to share that our partner, Heather Richelson-Hopkins is celebrating her 10 year anniversary at Morgan Stanley. We are grateful to have her as such an important part of our team. If you have a moment, please wish her a wonderful anniversary!
Happy Lunar New Year!
Morgan Stanley
February 12 at 9:07 AM ·
Happy Lunar New Year! We wish all of our clients, colleagues and friends around the world a happy and healthy Year of the Ox. https://mgstn.ly/2MRnaeF
Join The Short Hills Group and Heather Richelson-Hopkins in the American Heart Association's Go Red for Women movement this month to raise awareness about women's heart disease! #GoRedforWomen #MSGivesBack #ShortHillsGroupMS
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
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
Rising interest rates and sector rotation towards cyclical industries may be just the start of significant market shifts ahead. This audiocast explains the implications for portfolio construction.
To access the Audiocast, click the link below:
https://players.brightcove.net/644391012001/default_default/index.html?videoId=6236429343001
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
The Short Hills Group is excited to share that our partner, Heather Richelson-Hopkins is celebrating her 10 year anniversary at Morgan Stanley. We are grateful to have her as such an important part of our team. If you have a moment, please wish her a wonderful anniversary!
Happy Lunar New Year!
Morgan Stanley
February 12 at 10:07 AM ·
Happy Lunar New Year! We wish all of our clients, colleagues and friends around the world a happy and healthy Year of the Ox. https://mgstn.ly/2MRnaeF
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
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
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
Rising interest rates and sector rotation towards cyclical industries may be just the start of significant market shifts ahead. This audiocast explains the implications for portfolio construction.
To access the Audiocast, click the link below:
https://players.brightcove.net/644391012001/default_default/index.html?videoId=6236429343001
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
The Short Hills Group is excited to share that our partner, Heather Richelson-Hopkins is celebrating her 10 year anniversary at Morgan Stanley. We are grateful to have her as such an important part of our team. If you have a moment, please wish her a wonderful anniversary!
