Hackers and fraudsters work around the clock. We do too. See how Morgan Stanley proactively learns from and responds to cybersecurity threats.
YOUTUBE.COM
Going on the Offensive
We expect volatility to remain high for the next two to three months as our fragile economy absorbs some recent disappointments. Learn more:
MORGANSTANLEY.COM
How Policy Uncertainty May Have Caused Latest U.S. Correction | Morgan Stanley
Broad rally across equities on Monday as markets look to recover following four consecutive weeks of declines. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Despite the many challenges we face combating climate change, the opportunity to invest in a more resilient and positive future while meeting your financial goals does exist. Learn more.
MORGANSTANLEY.COM
On Climate, Investors Seek Positive Change | 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:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Are you worried about the election? A look at historical market implications of presidential elections shows that many investor fears are misplaced. I can help you prepare your portfolio for either outcome. Contact me to get access to the 2-part report “U.S. Policy Pulse: A History of General Election Performance” to learn more.
“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.
MORGANSTANLEY.COM
Curbing Carbon Using Technologies | Morgan Stanley
As we adjust to a new normal, now is the time to revisit your personal financial strategy with a fresh perspective—whether that’s revising wealth plans, bolstering budgets, or simply getting started. Contact me today to plan for a new tomorrow.
MORGANSTANLEY.COM
Your Life, Your Wealth: Planning for a New Tomorrow | 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
Children everywhere could face significant trauma to their mental health during the COVID-19 pandemic. Here's what we're doing to help.
MORGANSTANLEY.COM
Children’s mental health and Covid-19 | Morgan Stanley
New and emerging computing paradigms draw on quantum physics and biology to drive radical improvements in efficiency, processing power and reasoning.
MORGANSTANLEY.COM
Could a Computer Think Like a Human? | Morgan Stanley
The internet can be a risky playground for kids and teens. It’s important to educate them about how to engage with others online and explain what content is ok to share.
YOUTUBE.COM
Social Media Safety For Kids
Congrats to Morgan Stanley client service center teams for being recognized by J.D. Power for exceptional customer service for phone support. Third year in a row for our Cash Management and Digital team, and the second year for Stock Plan Services!
As education costs rise, it's critical to start planning early. The right college savings strategy can help ease financial stress for you and your family. Start by finding answers to key questions here.
MORGANSTANLEY.COM
Planning for the Rising Cost of Education | 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.
MORGANSTANLEY.COM
Fall Planning for Your Finances | 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.
MORGANSTANLEY.COM
Energy and Climate Change: A Story in 11 Charts | 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
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.
MORGANSTANLEY.COM
U.S. Election 2020: Straightaways and Detours | Morgan Stanley
As the healthcare industry reaches a seminal moment, learn three key topics that will shape its future.
MORGANSTANLEY.COM
3 Themes Shaping Healthcare | Morgan Stanley
Seniors face unique cybersecurity threats, but are often unaware of the risks. Speaking to our parents, grandparents and loved ones about online security can help protect them from fraud.
YOUTUBE.COM
Steering Clear of Scams For Seniors
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
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:
MORGANSTANLEY.COM
Could U.S. Markets Soon Get Unstuck? | Morgan Stanley
Stocks fade to begin the week as earnings season, politics, pandemic in focus. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Markets bounce back on Thursday as GDP report shows US economy returned to growth in 3Q. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
A username and password are no longer enough to protect access to your sensitive accounts. Consider using a security key, the most advanced form of multi-factor authentication available
YOUTUBE.COM
What is a Security Key?
Global stocks sell off as markets digest politics, earnings and new lockdowns in Europe. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | 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.
MORGANSTANLEY.COM
The State of Your Parents' Estate | Morgan Stanley
Cyberthieves are increasingly targeting remote workers. See how employees and employers can protect themselves.
MORGANSTANLEY.COM
Cybersecurity Tips for Remote Work | Morgan Stanley
China could represent an attractive long-term strategic investment opportunity. Here’s why:
MORGANSTANLEY.COM
3 Reasons Investors Shouldn’t Overlook China’s Economic Rebound | Morgan Stanley
Stocks rally, led by healthcare and tech, as markets react to initial election results. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Where We Go From Here: Election Recap. Dial into our weekly insights call at 10am CT Thursday to hear Nick Stenger talk about markets, the economy, and where stocks are headed post election.
Back-to-back rallies for the S&P 500 as markets await election results. Read more in the 1% Move report:
MORGANSTANLEY.COM
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.
MORGANSTANLEY.COM
Is the Worst of the Correction Over? | Morgan Stanley
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:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
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.
MORGANSTANLEY.COM
Time to Reconsider Conventional Investing Wisdom | Morgan Stanley
Stocks rally on Friday as S&P 500 closes at new record high. Read more in the 1% Move report:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Learn how the pandemic gave rise to a new virtual process for companies to go public. Is it here to stay?
MORGANSTANLEY.COM
IPOs Go Virtual During Pandemic | Morgan Stanley
U.S. airlines could recover to pre-COVID levels by late 2021/early 2022, but expect near-term turbulence. New insights for investors.
MORGANSTANLEY.COM
U.S. Airlines Prepare for Takeoff—With Possible Delays | Morgan Stanley
Stocks fade on Thursday as back-and-forth week in markets continues. Read more in the 1% Move report:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
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
Learn how asset owners can build a dynamic sustainable investing strategy by adopting these four steps.
MORGANSTANLEY.COM
Sustainable Investing in 4 Steps | 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.
MORGANSTANLEY.COM
Give the Gift of Education Savings This Holiday Season | Morgan Stanley
Just another way we’re helping our Morgan Stanley clients stay protected: our Morgan Stanley CashPlus brokerage accounts come with complimentary Identity and Credit Protection from Experian®.
MORGANSTANLEY.COM
CashPlus: A Modern Alternative to Banking | Morgan Stanley
I want you to feel confidence when you look toward retirement. Get in touch to explore how I can help you rejuvenate your strategy.
MORGANSTANLEY.COM
A Simple Six-Step Retirement Checkup | Morgan Stanley
Europe as tech hub? A refreshingly modern stock mix is challenging old-economy stereotypes about European equities:
MORGANSTANLEY.COM
7 Reasons European Equities are Due a Fresh Look | Morgan Stanley
As average life spans increase, it’s important to understand and prepare for possible long-term care expenses. Learn how you can financially prepare yourself.
MORGANSTANLEY.COM
Planning for the Rising Costs of Health Care | Morgan Stanley
There is now about $16.5 trillion of negative-yielding debt worldwide. See what that means for your portfolio:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
The market is looking past concerns that the quality of job gains is starting to deteriorate and focusing on a continuing V-shaped recovery that is unlikely to be derailed. Wealth Management CIO Lisa Shalett looks at the macro data November 6 on CNBC.
MORGANSTANLEY.COM
Shalett: ‘Looking Past Jobs Data’ | 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.
MORGANSTANLEY.COM
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:
MORGANSTANLEY.COM
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.
MORGANSTANLEY.COM
Security Tips for the Giving Season | 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:
MORGANSTANLEY.COM
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?
YOUTUBE.COM
How to Protect Your Mobile Phone
Stocks and yields higher on Tuesday as NASDAQ makes first new high since September. Read more in the 1% Move report:
MORGANSTANLEY.COM
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:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
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.
MORGANSTANLEY.COM
Give the Gift of Education Savings This Holiday Season | 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.
MORGANSTANLEY.COM
Your 2020 Guide to Holiday Giving | Morgan Stanley
Despite the highly unusual circumstances surrounding 2020, the global economy’s resiliency could mean a strong investment landscape in 2021. The firm’s economists, analysts, strategists and portfolio managers share insights on the road to recovery.
MORGANSTANLEY.COM
2021 Outlooks for Investors: A Global Recovery in Sync | Morgan Stanley
After a year of chaos, the 2021 investment outlook is refreshingly normal: Trust the recovery and, for most assets, stick with the early-cycle playbook.
MORGANSTANLEY.COM
2021 Investor Strategy Outlook: 6 Takeaways for the Year Ahead | 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:
MORGANSTANLEY.COM
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.
MORGANSTANLEY.COM
Online Financial Tools | 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?
YOUTUBE.COM
How to Protect Your Mobile Phone
Stocks and yields higher on Tuesday as NASDAQ makes first new high since September. Read more in the 1% Move report:
MORGANSTANLEY.COM
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:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
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:
MORGANSTANLEY.COM
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:
MORGANSTANLEY.COM
Online Wealth Management | Morgan Stanley
Why the global V-shaped economic recovery has stayed on track, despite recently rising COVID cases and shutdowns, putting 6.4% GDP growth in reach for 2021.
MORGANSTANLEY.COM
2021 Global Economic Outlook: The Next Phase of the V | 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.
MORGANSTANLEY.COM
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.
MORGANSTANLEY.WEBCASTS.COM
GIC Investment Perspectives December 2020 - 1410657
Here’s why it’s important to have a lens on the benefits executives and their families need.
MORGANSTANLEY.COM
Executive Plan Design | Morgan Stanley at Work
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.
MSRESERVED.COM
Gifts for Good
Tax efficiency makes a big difference. Let’s talk before year-end.
MORGANSTANLEY.COM
Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Tax efficiency makes a big difference. Let’s talk before year-end.
MORGANSTANLEY.COM
Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
Worried about protecting an elderly loved one from cybersecurity threats? See our guide for caregivers.
MORGANSTANLEY.COM
Seniors’ Guide to Cybersecurity | Morgan Stanley
The holidays are in the rear view and now you have to decide how to spend your bonus. Before you splurge, take a look at ways we can help you can better invest it in yourself. Find out more.
MORGANSTANLEY.COM
Five Strategies to Use a Bonus or Raise | Morgan Stanley
Would you like to get started investing for a future goal? See our guide:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
‘Tis the season for joy, love and peace. Merry Christmas!
Taking steps to lessen the amount that taxes take out of your retirement portfolio can help you keep more of your nest egg. Here’s how:
MORGANSTANLEY.COM
Tax-Smart Strategies for Your Retirement | Morgan Stanley
Most of us are eager for 2021 to begin, if only for the hope a new year can bring. Consider these four steps to help you reset your finances in the new year, from my colleague, Krystal Barker Buissereth, who leads our Financial Wellness business.
MORGANSTANLEY.COM
2021: Time for a Financial Reset | Morgan Stanley
Smaller-cap stocks in sectors that are sensitive to the economic recovery may outperform in 2021 and beyond. Learn more:
MORGANSTANLEY.COM
2021 & Beyond: An Investor Playbook for the New Business Cycle | 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?
YOUTUBE.COM
Should You Be Worried About Your “Smart” Devices?
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.
MORGANSTANLEY.COM
These Steps May Reduce Your Taxes | Morgan Stanley
Wishing everyone a happy and healthy New Year!
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.
MORGANSTANLEY.COM
How a Trust Can Protect Your Legacy | Morgan Stanley
Small reductions in tax costs can have enormous consequences for wealth accumulation. Consider these techniques to help you keep more money growing. Learn more:
MORGANSTANLEY.COM
Elements of a Tax-Smart Portfolio | Morgan Stanley
Check in on your portfolio from wherever you are with Morgan Stanley Online. Learn more about how secure and easy it is to manage your investments and everyday finances:
MORGANSTANLEY.COM
Mobile App & Online Wealth Management | Morgan Stanley
Capital Markets Update - January 8th, 2021
LINKBACK.MORGANSTANLEY.COM
linkback.morganstanley.com
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:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Capital Markets Update - January 7th, 2021
Financials and small caps having a tremendous start to the year.
LINKBACK.MORGANSTANLEY.COM
linkback.morganstanley.com
I'm going live at 10am CT to discuss our market outlook for 2021 and why we think you should stay invested this year!
Phone number: (877) 777-0154
Passcode: 4845524
It's 2021 and we're back with tons of new content to keep you optimistic about the future of the US economy! Our first live weekly conference call of the year is tomorrow at 10am CT.
Join us every Thursday at 10am CT by dialing 877-777-0154. Passcode is 4845524.
The first 200 days of a president’s term stands out in terms of stock market performance compared with other time periods. See “US Policy Pulse: Preparing for Biden’s First 100 Days,” to learn more. DM me for a copy.
Global demand for food is expected to increase 50% by 2050, at a time when climate change threatens key crops. 4 key sectors could provide answers.
MORGANSTANLEY.COM
The Future of Food: 4 Solutions for a Hungry Planet | Morgan Stanley
Capital Markets Update - January 13th, 2021
LINKBACK.MORGANSTANLEY.COM
linkback.morganstanley.com
Recent election outcomes point to less gridlock ahead in D.C., which could prompt economic reflation and sector rotation. Learn more:
MORGANSTANLEY.COM
3 Takeaways from a More Unified Government | Morgan Stanley
Learn about the gaining popularity of SPACs and why issuers, companies and investors are choosing it vs. IPOs.
MORGANSTANLEY.COM
SPACs, an IPO Alternative, Explained | Morgan Stanley
After all the challenges in 2020, make 2021 a year of self-improvement. Take advantage of any programs your employers offers for your physical or mental health, and contact me for help boosting your financial wellbeing.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | 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?
MORGANSTANLEY.COM
Rates and FX Markets Eye the U.S. Policy Path | Morgan Stanley
Fiscal and monetary actions during the pandemic have led to unconstrained growth in federal debt and deficits. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Capital Markets Update - January 19th, 2021
Year to date:
S&P 500 Index up 0.4%
Value beating growth by 3.5%
Best performing sector: energy (up 12.8%)
10yr yield: 1.08%
LINKBACK.MORGANSTANLEY.COM
linkback.morganstanley.com
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
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
Reducing or consolidating your debt can simplify your financial life and ease money-related stress. That makes it a great financial resolution to consider going into 2021. Contact me today to discuss the right debt management strategy for your situation.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Capital Markets Update - January 25th, 2021
Year-to-date:
S&P 500 - up 2.3%
NASDAQ - up 5.1%
MSCI emerging markets - up 7.9%
LINKBACK.MORGANSTANLEY.COM
linkback.morganstanley.com
The potential drag from taxes on investment returns is not always clear, but can be material. Learn more:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Capital Markets Update - January 22nd, 2021
LINKBACK.MORGANSTANLEY.COM
linkback.morganstanley.com
Setting smart financial goals for yourself can help you get back on track after a challenging year. Here’s how to get started.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Flip through this presentation to see your ideal level of accumulated retirement savings based on your age and income:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Capital Markets Update - January 21st, 2021
LINKBACK.MORGANSTANLEY.COM
linkback.morganstanley.com
Markets slide as S&P 500 wraps up worst week in three months. Read more in the 1% Move report:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Capital Markets Update - January 29th, 2021
LINKBACK.MORGANSTANLEY.COM
linkback.morganstanley.com
Practicing good password security is one of the best steps to improve your online safety. Learn how to add layers of security to your accounts, from complex passwords to password managers.
YOUTUBE.COM
Password Security
Capital Markets Update - January 28th, 2021
LINKBACK.MORGANSTANLEY.COM
linkback.morganstanley.com
S&P 500 records worst day in three months as earnings, FOMC in focus. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
We all know a correction is coming at some point this year, and when it happens, the media will tell us it's out of the ordinary and why this time it's different. The truth is, we get a 5% correction about 3 times per year and a 10% correction once a year.
Join us live tomorrow at 10AM CT to find out why we're still optimistic on the US economy and why the next correction is just part of being a long term investor!
New car? eAuthorizations makes it easy to securely approve your down payment with one click. Enroll now on the Morgan Stanley Mobile App.
MORGANSTANLEY.COM
Online Security Center - Digital Tools | 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:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley
Capital Markets Update - February 4th, 2021
LINKBACK.MORGANSTANLEY.COM
linkback.morganstanley.com
Capital Markets Update - February 3rd, 2021
LINKBACK.MORGANSTANLEY.COM
linkback.morganstanley.com
S&P 500 rallies for second straight day as markets recover from last week's slide. Read more in the 1% Move report:
MORGANSTANLEY.COM
S&P Market 1 Percent Move Report from Morgan Stanley | 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:
MORGANSTANLEY.COM
Keep Your Eyes on the Recovery | Morgan Stanley
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
Make being cyber smart part of your 2021 game plan. Each year, hackers try out new tricks. Ensure you’re staying one step ahead. Improve your cyber intelligence with our Personal Cybersecurity Checklist:
MORGANSTANLEY.COM
Personal Cybersecurity Checklist | 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.
MORGANSTANLEY.COM
Planning Today to Help You Thrive Tomorrow | Morgan Stanley
Investors may feel especially whipsawed between optimism and disappointment this year since economic recovery is dependent on a new factor: vaccine rollout.
MORGANSTANLEY.COM
Understanding the Volatility Playbook | 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.
Capital Markets Update - February 8th, 2021
Year to date:
S&P 500 - up 3.6%
NASDAQ - up 7.6%
Growth stocks - up 4.3%
Value stocks - up 2.9%
LINKBACK.MORGANSTANLEY.COM
linkback.morganstanley.com
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 skills that make or break your golf game can do the same for your portfolio—so take these tips to the links and the market.
MORGANSTANLEY.COM
The Surprising Connection Between Golf and Investing | 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!
Working alongside my father, Ron Stenger for the past few years has been incredible. His humility, integrity, and care for our client families are what built this outstanding business the past 40 years.
I’m proud to announce Ron and the Stenger Devermann Group at Morgan Stanley have been named to the 2021 Forbes Best-In-State Wealth Advisors list for Illinois.
Here’s to the next 40 years!
https://www.forbes.com/profile/ron-stenger/?sh=e90eb9447fc5
FORBES.COM
Ron Stenger
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
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.
MORGANSTANLEY.COM
Thoughts on the Market Podcast | Morgan Stanley
The travel industry has been hit hard by the COVID-19 pandemic. But what could be gained as the industry reopens and reimagines itself? Find out more in this episode of the Morgan Stanley podcast Now, What’s Next?
MORGANSTANLEY.COM
Reimagining Travel | Now, What's Next? from 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 skills that make or break your golf game can do the same for your portfolio—so take these tips to the links and the market.
MORGANSTANLEY.COM
The Surprising Connection Between Golf and Investing | 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:
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.
Capital Markets Update - March 1st, 2021
YTD:
NASDAQ composite - up 2.5%
S&P 500 index - up 1.7%
Dow - up 1.4%
Best performing sector YTD: energy (up 27.3%)
Worst performing sector YTD: utilities (down 6.9%)
https://linkback.morganstanley.com/web/sendlink/webapp/f/imlojjpg-3qrq-g000-9fa4-005056013303?store=1&d=UwBSZXNlYXJjaF9NU1NCAERFOTNGRUI1LTQyRUMtNEU3MC05ODZDLTdBRTQyRkJDMDdEMA%3D%3D&user=8czkvf9nev55a-0&__gda__=1866894885_84201f28265598006ba7749de67ede4f
Capital Markets Update - February 26th, 2021
https://linkback.morganstanley.com/web/sendlink/webapp/f/6pv4v6ps-3qro-g000-9f21-005056013215?store=1&d=UwBSZXNlYXJjaF9NU1NCADRFQjI5OEIyLUQ2RTgtNDg2Qy04OUEyLTBDRjhGNDAxNURCMA%3D%3D&user=cww8qfg4zln5thn-0&__gda__=1866634105_225cc19b95e6dfd6d5853bd4ff9f445c
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
According to a recent Small Business Administration survey, 88% of small business owners feel vulnerable to a cyber-attack. Statistics like this prove that cybersecurity has never been more important. Here are some key resources to help you protect yourself from cybercrime:
MORGANSTANLEY.COM
Online Security Center - How To Protect Yourself | 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
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
Getting started investing may be easier than you expect. Here's how:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Will an M&A rebound gain steam in 2021? Morgan Stanley bankers see potential strength in select sectors.
MORGANSTANLEY.COM
M&A in 2021: Recovery and Acceleration | 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
There is no single "best age" to start claiming Social Security. Learn about factors to consider when deciding:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
Higher yields, worsening virus data in Europe weigh on markets Thursday. Read more in the 1% Move report:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
$1.9 trillion is a ton of money. On this week's live conference call we'll unpack the massive stimulus bill and what it means for the stock market.
Join us live at 10am CT tomorrow for the next episode of Weekly Insights!
Phone: (877) 777-0154
Passcode: 4845524
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!
Don’t let the comforts of home cause you to relax your security standards. Home workstations are now 350% more likely to contain malware than an in-office corporate network. Stay informed and learn how protect yourself from potential threats:
MORGANSTANLEY.COM
Cybersecurity Tips for Remote Work | Morgan Stanley
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!
The recent sell-off in emerging markets may have created an opportunity to add selectively to China allocations in portfolios. Here's why:
MORGANSTANLEY.COM
China’s Sell-Off May Be an Opportunity | 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.
MORGANSTANLEY.COM
Thoughts on the Market Podcast | 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:
HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM
hsl-pnw-downloadable-files.s3.amazonaws.com
$1.9 trillion is a ton of money. On this week's live conference call we'll unpack the massive stimulus bill and what it means for the stock market.
Join us live at 10am CT tomorrow for the next episode of Weekly Insights!
Phone: (877) 777-0154
Passcode: 4845524
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!
