William P. duPont - Morgan Stanley

(on university pointe drive)
Financial and Investment Services in Fort Myers, FL
Financial and Investment Services

Location

7811 University Pointe Drive
Fort Myers, FL
33907

Photos

William P. duPont - Morgan Stanley Photo

Services

  • Wealth Planning
  • Private Wealth Management
  • Institutional Investment

Latest

October is National Disability Employment Awareness Month. It's always important to create opportunities and accessibility for everyone.
With delayed seasons and paused productions, incomes and career plans may seem unpredictable for many professional athletes and entertainers. Let’s work together and develop a plan to secure your financial future. MORGANSTANLEY.COM Financial Tips for Unpredictable Careers | 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. MORGANSTANLEY.COM Curbing Carbon Using Technologies | Morgan Stanley
It may be hard to remember during an election year, but the market is more correlated with the business cycle than with which political party is in the White House. Learn more in “U.S. Policy Pulse: A History of General Election Performance.” DM me for a copy.
#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.
At Morgan Stanley, giving back has been one of our core values, even from the beginning. Learn more about the 85 years of history that have shaped the firm. OURHISTORY.MORGANSTANLEY.COM Our History — 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
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
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.
Smart devices can be lucrative targets for cyber thieves. See how to protect your IoT devices while still enjoying their benefits. MORGANSTANLEY.COM Protecting Your Smart Devices | Morgan Stanley
History suggests market volatility subsides in the months around Election Day. Learn more about what this could mean for your portfolio: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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
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
We looked at 108 indices to see which assets may benefit based on who wins the presidential election. We found that the differences are significant and that conventional wisdom often doesn’t align with market results. Contact me to get access to the 2-part report “U.S. Policy Pulse: A History of General Election Performance” to learn more.
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
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
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
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
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.
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
Congress is unlikely to impose new taxes on individuals in 2021 regardless of the political party in office. See our report, “US Policy Pulse: What’s Tax Got to Do With It?” to learn why. DM me for a copy.
Biden’s individual income tax proposals are likely to foster sector-level opportunities in renewable energy, infrastructure, select areas of health care and housing. See our report, “US Policy Pulse: What’s Tax Got to Do With It?” to learn more. DM me for a copy.
The top five stocks in the S&P 500 make up more than 20% of the index, introducing concentration risk. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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
With so much uncertainty over the next month, our strategists say a pullback in the stock market is likely in the near term. Wealth Management’s Dan Skelly explains why on Bloomberg. MORGANSTANLEY.COM Skelly: Why a Pullback for Stocks Is Likely | Morgan Stanley
To reduce global greenhouse gas emissions, companies are pleding to decarbonize, creating investment opportunities. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Access to education has a huge role to play in ensuring racial justice and closing the racial wealth gap. As part of the commitment we made to diversity and inclusion earlier this year, The Morgan Stanley HBCU Scholars program will provide full scholarships and living expenses for 60 students at three top historically Black colleges: Howard University, Morehouse College and Spelman College. Learn more: MORGANSTANLEY.COM Morgan Stanley Launches Program to Provide 60 Students with Full-Four Year Scholarships | 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
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
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
With the election finally here, learn why we believe investors should favor the early-cycle recovery playbook—cyclicals over defensives, small over large caps, equal-weighted over cap-weighted S&P—and which sectors are likely to benefit under each candidate. DM me for a copy of our report, “US Policy Pulse: Biden vs. Trump: Sector Risks and Opportunities."
5 signs it may be time to review your company’s retirement plan provider. MORGANSTANLEY.COM Outgrown Your Retirement Plan | Morgan Stanley at Work
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
Cyberthieves are increasingly targeting remote workers. See how employees and employers can protect themselves. MORGANSTANLEY.COM Cybersecurity Tips for Remote Work | 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
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
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
Ready to re-enter the workforce, but not sure where to start? Have you been away from your profession for more than two years? Morgan Stanley’s Return to Work Program provides an opportunity to sharpen your skills, receive mentorship and gain new on-the-job experiences. Applications now open through November 27 for programs in New York and around the globe. Learn more: https://mgstn.ly/2FNeq5z
The U.S. economic recovery remains on track despite surging virus cases, the absence of CARES 2.0 legislation and recent election uncertainty. Wealth Management Chief Investment Officer Lisa Shalett explains why Oct. 28 on Bloomberg. MORGANSTANLEY.COM Shalett: ‘Grinding Improvement’ | Morgan Stanley
As President-elect Joe Biden prepares to take office, foreign policy, trade, COVID-19 and stimulus are just a few of the variables ahead for markets. MORGANSTANLEY.COM Post-Election 2020: What’s Ahead for Markets and Policy? | 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: 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
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. MORGANSTANLEY.COM Donor Advised Funds: Giving to Charity | 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
The COVID-19 crisis has been a catalyst for transformation of the technology sector. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
We expect it to take until the middle of next year for US GDP to return to the level of Q4 2019. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Even if your financial goals may seem out of reach, it’s never too late to course-correct—and it might be easier than you think. Together, we can make a strategy for your new tomorrow. Contact me today to get back on track. MORGANSTANLEY.COM What to Do If You Are Off Track on Your Goals | 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
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
The new Morgan Stanley Institute for Inclusion aims to catalyze and accelerate a diversity, equity, and inclusion strategy that can drive meaningful change within our firm and beyond. https://mgstn.ly/39aTWAb YOUTUBE.COM The Institute for Inclusion | 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
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
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
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
Split the cost of a group gift easily with #Zelle. Look for Zelle in Morgan Stanley online and the mobile app and #GiftBetter. Learn more:https://mgstn.ly/36YaJnf
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
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
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
Jeff McMillan, Chief Analytics and Data Officer for Morgan Stanley Wealth Management, sat down with Nasdaq’s TradeTalks to discuss financial planning for veterans and the unique skillsets they bring to the table for corporate America. NASDAQ.COM #TradeTalks: Financial planning for veterans and the unique skillsets they bring to the table
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
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
It’s a trend Morgan Stanley Private Wealth Advisor Kimberley Hatchett sees playing out on a personal level with her clients: women feeling more empowered to take their seat at the table when it comes to money and family finances. YOUTUBE.COM Morgan Stanley Women Without Limits: Kimberley Hatchett
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
Split the cost of a group gift easily with #Zelle. Look for Zelle in Morgan Stanley online and the mobile app and #GiftBetter. Learn more:https://mgstn.ly/36YaJnf
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
The interest rate used to calculate payments and interest on many floating-rate loans, derivatives and bonds is changing. Here's what you should know about LIBOR: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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
All the best to everyone this holiday season!
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
Wealth management is more than just dollars and cents. Hear from Head of Diversity & Inclusion Kara Underwood about how more women are investing in change. YOUTUBE.COM Morgan Stanley Women Without Limits: Kara Underwood
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
Worried about protecting an elderly loved one from cybersecurity threats? See our guide for caregivers. MORGANSTANLEY.COM Seniors’ Guide to Cybersecurity | Morgan Stanley
Investors should prepare now for the economic recovery we expect to see next year. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
All the best to everyone this holiday season!
Tax efficiency makes a big difference. Let’s talk before year-end. MORGANSTANLEY.COM Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
The top-five stocks in the S&P 500 make up more than 20% of the index, introducing concentration risk. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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
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
Kwanzaa blessings to you and yours!
Wishing a wonderful Christmas holiday and much success in the New Year!
‘Tis the season for joy, love and peace. Merry Christmas!
Tax efficient strategies can have a surprisingly large impact on lifetime wealth accumulation. Learn more: MORGANSTANLEY.COM Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
The financial sector is among our top ideas for 2021. Here’s why: MORGANSTANLEY.COM 5 Reasons to Consider Investing in Financials in 2021 | Morgan Stanley
Navigating the professional playing field as an entry-level employee is tough, especially while many are still working virtually. Learn what my Morgan Stanley colleagues had to share with a group of students recently around taking steps from college to career. MORGANSTANLEY.COM 7 Pieces of Career Advice for Students | 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
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
Most preferreds issue qualified dividends, which are taxed at lower rates than income from bonds. Call me to discuss this option. MORGANSTANLEY.COM Understanding Bank Preferreds | Morgan Stanley
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
2020 is almost over. Consider incorporating tax-efficient investment strategies into your wealth plan today to help you build more wealth for tomorrow. Learn more here: MORGANSTANLEY.COM Tax-Aware Strategies for Your Wealth Plan | Morgan Stanley
All of us at Morgan Stanley are committed to providing exceptional service for our clients every day. Congratulations to our client service center for the recognition from J.D. Power for exceptional customer service for phone support in Cash Management and Digital Support and Stock Plan Services.
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
Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
Financial security can bring peace of mind, but a sound plan requires more than just luck. Our goals-based advice combines both investments and protection solutions.
What are your New Year’s resolutions this year? If getting your finances organized is one of them —keep track of spending, budgeting and savings with the Morgan Stanley Spending + Budgeting Tool. Learn more and let’s talk soon about your goals for 2021. MORGANSTANLEY.COM Online Financial Tools | Morgan Stanley
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
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
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
"Four million privately held businesses stand to change hands over the next two decades. Three quarters of those owners do not have an exit plan.” Find out how Morgan Stanley can support small businesses from Liz Dennis, Head of Strategic Client Management. MORGANSTANLEY.COM Monetizing Your Small Business | Morgan Stanley Minute
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
Before you return to pre-pandemic spending habits, take a closer look at your budget. There may be some line items that aren’t as necessary as you once thought. I can help you design a new budget for a New Year. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
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
“We see the revival of commodity prices as another reason to expect a good decade for emerging markets,” says Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Team. Listen now for more key takeaways: MORGANSTANLEY.COM The Case for Commodities This Decade
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
Given recent market volatility, you may need to tweak your portfolio or adjust your savings rate to meet your investing targets in 2021. I can help you determine the right moves for your financial situation. MORGANSTANLEY.COM New Year Financial Resolutions: A Fresh Start | Morgan Stanley
“Generally there’s a pretty big gap between how parents approach the money conversation and how teenagers are ready to absorb the money conversation,” says Daniel DiBiasio, Managing Director, Wealth Management. Learn how to bridge the gap. MORGANSTANLEY.COM Talking to Teens About Money | Morgan Stanley Minute
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
Learn how markets can help address complex ESG problems such as coronavirus, climate change and inequality. MORGANSTANLEY.COM How Business Can Drive Sustainability | Morgan Stanley
For 2021, GIMA is adding Real Assets, Infrastructure, Green Energy, Direct Lending, and Opportunistic Real Estate to its alternative investing themes. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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
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
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
“We see the revival of commodity prices as another reason to expect a good decade for emerging markets,” says Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Team. Listen now for more key takeaways: MORGANSTANLEY.COM The Case for Commodities This Decade
What does the word “no” mean to you? Krystal Barker Buissereth, Head of Financial Wellness, believes that nothing is impossible. Learn which three key attributes she credits to building a successful career in this video. YOUTUBE.COM Morgan Stanley Women Without Limits: Krystal Barker Buissereth
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
Learn how markets can help address complex ESG problems such as coronavirus, climate change and inequality. MORGANSTANLEY.COM How Business Can Drive Sustainability | Morgan Stanley
For 2021, GIMA is adding Real Assets, Infrastructure, Green Energy, Direct Lending, and Opportunistic Real Estate to its alternative investing themes. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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
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
While rates remain stagnant in 2021, the cash investment landscape is ever-changing. Read our Global Liquidity team’s outlook on the new year. MORGANSTANLEY.COM The More Rates Stay the Same, the More Things Change
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
What does the word “no” mean to you? Krystal Barker Buissereth, Head of Financial Wellness, believes that nothing is impossible. Learn which three key attributes she credits to building a successful career in this video. YOUTUBE.COM Morgan Stanley Women Without Limits: Krystal Barker Buissereth
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
Learn how markets can help address complex ESG problems such as coronavirus, climate change and inequality. MORGANSTANLEY.COM How Business Can Drive Sustainability | Morgan Stanley
For 2021, GIMA is adding Real Assets, Infrastructure, Green Energy, Direct Lending, and Opportunistic Real Estate to its alternative investing themes. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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
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
May the Year of the Ox be good to you. Happy Chinese New Year!
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. MORGANSTANLEY.COM 2021: A New Space Economy | Morgan Stanley
Did you know that 90% of women have one or more risk factors for developing heart disease? Join me in raising awareness by knowing the facts. #GoRedforWomen GOREDFORWOMEN.ORG Facts
Which hedge fund strategies may see renewed opportunities in 2021? Our Hedge Funds Team explores high active risk, opportunistic investments, alternative yield and risk mitigation. MORGANSTANLEY.COM Today’s Hedge Funds: Solutions to a 60/40 Problem
Investors should prepare now for the economic recovery we expect to see in the second half of this year. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.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
Cooperation between businesses and regulators as they combat COVID-19 is leading to more innovation in health care. Learn more: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
A tale of two halves. Our Active International Allocation team explains how their outlook changes throughout 2021. Learn more. MORGANSTANLEY.COM Active International Allocation 2021 Outlook: A Tale of Two Halves
Widespread agreement about where the economy and markets are heading may set up risks for later this year. Here’s why: MORGANSTANLEY.COM Consensus on Recovery Could Lead to Market Instability | 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
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
The world will look radically different in 2021. Our Global Multi-Asset team discusses. MORGANSTANLEY.COM The World Will Look Radically Different in 2021
Learning and celebrating this Black History Month with great resources like this one from the National Park Service. NPS.GOV African American Heritage (U.S. National Park Service)
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
Have your paid your taxes yet? You can now electronically authorize checks to third parties using eAuthorizations on Morgan Stanley Online or the Mobile App. So save a trip to the Post Office and enroll in eAuthorizations today. MORGANSTANLEY.COM Online Security Center - Digital Tools | Morgan Stanley
Comparative analysis shows sustainable funds beating traditional peers in 2020 amid coronavirus. MORGANSTANLEY.COM Sustainable Funds Beat Peers in 2020 | 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.
Proud to announce our newest initiative to support students from HBCUs. In partnership with the Barron’s in Education program, we’re providing students with the resources and access they will need to achieve their dreams. Read more: MORGANSTANLEY.COM Morgan Stanley Wealth Management Teams with Barron’s in Education to Sponsor Access to Critical Financial Tools for Historically Black Colleges and Universities | Morgan Stanley
Congratulations to my Morgan Stanley colleagues and industry friends named to the Forbes Best-In-State Wealth Advisors list for 2021. Feeling proud to work among the best of the best in our industry.
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
The traits that have made you successful as an athlete can help you excel as an entrepreneur. If you’re thinking of going into business for yourself after sports, let’s develop a plan that sets you up for success. MORGANSTANLEY.COM Athletes Turned Entrepreneurs: Transition Tips | Morgan Stanley
Ten key themes may reshape global markets this year and drive a shift in the profile of winners and losers. MORGANSTANLEY.COM 2021 Investing: Top 10 Trends to Watch | Morgan Stanley
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
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
Have your paid your taxes yet? You can now electronically authorize checks to third parties using eAuthorizations on Morgan Stanley Online or the Mobile App. So save a trip to the Post Office and enroll in eAuthorizations today. MORGANSTANLEY.COM Online Security Center - Digital Tools | Morgan Stanley
Comparative analysis shows sustainable funds beating traditional peers in 2020 amid coronavirus. MORGANSTANLEY.COM Sustainable Funds Beat Peers in 2020 | Morgan Stanley
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. MORGANSTANLEY.COM Cybersecurity in the Connected Age | Morgan Stanley Minute
We're excited to be back at THE PLAYERS Championship with Book Trust USA. Last year we reached our $1M donation mark, helping to provide books to students in need and inspiring a love of reading. Follow along with Eagle Up to track our 2021 progress!
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
No surprise that finances are a leading source of stress for employees. Luckily, says Jed Finn, there’s something employers can do about it. MORGANSTANLEY.COM Financial Wellness at Work | Morgan Stanley Minute
“We now find that 85% of individual investors are interested in sustainable investing. Among millennials, the interest is even stronger.” Learn more from Courtney Thompson in a Morgan Stanley Minute. MORGANSTANLEY.COM The Scale of Sustainable Investing | Morgan Stanley Minute
Bjarne Stroustrup created C++ as a versatile tool that wouldn’t just meet his immediate needs as an engineer, but could also be endlessly adapted for other applications. Here’s the Secret Engine of Everything in a Morgan Stanley Minute. MORGANSTANLEY.COM Bjarne Stroustrup on C Plus Plus | Morgan Stanley Minute
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
We answer clients’ most frequently asked questions regarding stimulus and tax policy. Contact me directly for a copy of “US Policy Pulse: FAQs From Our Clients,” to learn more.
Remote learning and social distancing mean more screen time for kids. But how is it affecting their mental health? Our study with the Child Mind Institute will assess the impact and make recommendations to address problematic behaviors. MORGANSTANLEY.COM Kids, Screen-time and the Pandemic | Morgan Stanley
We believe inflation is likely to be higher in the next cycle compared to the past cycle. These charts help explain why: HSL-PNW-DOWNLOADABLE-FILES.S3.AMAZONAWS.COM hsl-pnw-downloadable-files.s3.amazonaws.com
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
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 degree of fiscal stimulus and its directness in targeting households and small businesses—combined with healthy budgets and pent-up demand—are likely to increase monetary velocity. WM’s Lisa Shalett discusses how this could drive inflation on Bloomberg. MORGANSTANLEY.COM Shalett: Monetary Velocity Picking Up | Morgan Stanley
Invest in your future and contribute to your IRA today on Morgan Stanley Online. You have until April 15 to make a contribution for tax year 2020 (if eligible). Don’t miss out!
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
Are kids being impacted by increased screen-time during the pandemic? We are helping researchers find out. MORGANSTANLEY.COM Kids, Screen-time and the Pandemic | Morgan Stanley
How should investors view our changing workplaces, post-pandemic? Microsoft CEO Satya Nadella sits down with Morgan Stanley. MORGANSTANLEY.COM Microsoft CEO Satya Nadella on Being "Digital First Responders" | Morgan Stanley
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

Information

Company name
William P. duPont - Morgan Stanley
Category
Financial and Investment Services
Est
1935

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    You can reach them at: 239-432-5283. It’s best to call William P. duPont - Morgan Stanley during business hours.
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    William P. duPont - Morgan Stanley is located at this address: 7811 University Pointe Drive Fort Myers, FL 33907.