I’d like to wish a meaningful fast to my friends observing Yom Kippur.
The seasons changing are always a good time to reflect. Happy Fall!
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
As COVID-19 vaccine development continues in phase three studies, the logistics of FDA approvals, production and the complex hurdles of distribution are taking shape.
MORGANSTANLEY.COM
Why Vaccine Discovery Is Just the Beginning | Morgan Stanley
Today, we remember the heroism and strength of first responders, those who gave their lives and those who survived. #NeverForget
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
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
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
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
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
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
In part two of our special election episode, we look at the policies that could potentially come out of divided party control among the White House, Senate and House, and how they might impact markets.
MORGANSTANLEY.COM
U.S. Election 2020: Divided Government Scenarios | 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
Don't forget to turn those clocks back - it's Daylight Savings!
Boo! Happy Halloween!
On Veteran’s Day, and every day, I’m grateful to those who have served.
Even with outstanding insurance coverage, there are still hidden risks you may not see coming. Learn more about how a simple risk assessment can go a long way in closing any coverage gaps and help you avoid major loss or liability.
MORGANSTANLEY.COM
How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
All eyes are on the U.S. Presidential race as markets also weigh climbing coronavirus cases in the U.S., fiscal stimulus uncertainty and October’s jobs report.
MORGANSTANLEY.COM
Markets Parse Election Results, Jobs Report | Morgan Stanley
Amid the uncertainty, three topics should be front of mind for investors: implications of a divided government, the path to fiscal stimulus and tax changes.
MORGANSTANLEY.COM
Why the Election Just Got Trickier | 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
Confidence in the ability of the central bank to suppress market volatility through aggressive policy may be misplaced.
MORGANSTANLEY.COM
An Artificial Calm? | Morgan Stanley
Happy Thanksgiving to those with us and those far away.
Although the U.S. faces a challenging winter, vaccine availability and momentum could propel the economy to expand an impressive 6% in 2021. The outlook for investors.
MORGANSTANLEY.COM
Special Episode: 2021 U.S. Outlook | 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.
MORGANSTANLEY.COM
Giving Thanks for a Brighter 2021 | Morgan Stanley
Global economies are set for next phase of a V-shaped recovery in both developed and emerging markets. Why that could be good news for equities and credit markets.
MORGANSTANLEY.COM
Special Episode: 2021 Global Outlook | 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.
MORGANSTANLEY.COM
Tax-Aware Strategies for Your Wealth Plan | 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
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
Today is the first day of winter! What traditions are you looking forward to this season?
Tax efficiency makes a big difference. Let’s talk before year-end.
MORGANSTANLEY.COM
Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
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.
MORGANSTANLEY.COM
What’s in Store for ESG Investing? | Morgan Stanley
Wishing everyone a happy and healthy New Year!
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
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
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
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
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
Flipping a coin is actually more accurate than Punxsutawney Phil's weather prediction, but isn’t nearly as charming. Happy Groundhog 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
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
Wishing everyone a sweet Valentine’s Day!
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 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
What are the potential impacts of the new administration's infrastructure and environmental agenda? Will higher interest rates lead to inflation? Subscribe to Thoughts on the Market Podcast. Listen for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley.
MORGANSTANLEY.COM
Thoughts on the Market Podcast | Morgan Stanley
Grateful for all the amazing women in my life today and every day. Happy International Women’s Day!
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!
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
Don’t forget to set your clocks forward this Sunday!
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 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
Don’t forget to set your clocks forward this Sunday!
