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How to Build a Green Investment Portfolio | Morgan Stanley
We expect volatility to remain high for the next two to three months as our fragile economy absorbs some recent disappointments. Learn more:
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How Policy Uncertainty May Have Caused Latest U.S. Correction | 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
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.
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On Climate, Investors Seek Positive Change | Morgan Stanley
#HispanicHeritageMonth celebrates the vast history, culture and contributions of Hispanic-Americans. We honor these traditions and the culture of the Hispanic-Latino heritage, today and every day.
I’d like to wish a meaningful fast to my friends observing Yom Kippur.
While stocks have grown more volatile as the election approaches, interest rates have barely budged. That may not last once the election outcome is clear. Here’s why:
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An Election Investing Strategy from Now to November | 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.
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Fall Planning for Your Finances | Morgan Stanley
Happy #HispanicHeritageMonth! Celebrate the month’s festivities by checking out Parade’s “Latinx Culture Guide”, featuring 20 tv shows, documentaries, movies, TED Talks, and books that highlight and celebrate the Latinx culture.
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The Latinx Culture Guide: 20 TV Shows, Documentaries, Movies, TED Talks, and Books to Add to Your List
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.
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Fall Planning for Your Finances | Morgan Stanley
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Climate Risk in Stock Portfolios | 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.
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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:
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Could U.S. Markets Soon Get Unstuck? | 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.
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The State of Your Parents' Estate | Morgan Stanley
China could represent an attractive long-term strategic investment opportunity. Here’s why:
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3 Reasons Investors Shouldn’t Overlook China’s Economic Rebound | Morgan Stanley
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.
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Time to Reconsider Conventional Investing Wisdom | Morgan Stanley
Don't forget to turn those clocks back - it's Daylight Savings!
Boo! Happy Halloween!
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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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.
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How Affluent Families Can Plan for Hidden Risks | Morgan Stanley
Even with news outlets naming Joe Biden the President-elect, headlines about the transition of power will likely contribute to volatility. Here’s what investors should do:
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Election 2020: Investors Should Focus on the Big Picture | 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
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
Happy Thanksgiving to those with us and those far away.
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
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
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
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
