Markets may already reflect the speed and scope of the recovery. Read more in On the Markets: …w-downloadable-files.s3.amazonaws.com/1181/otm_april…

Preparing for a rainy day is critical to meeting your financial goals. Let’s talk about how I can help you prepare your portfolio with our Portfolio Risk Platform. morganstanley.com/articles/portf…

Equities are likely to take a break this summer, as businesses face higher costs and lower profits. Read more in On the Markets: …w-downloadable-files.s3.amazonaws.com/1181/otm_july2…

Treasury yields have fallen recently, but investors concerned about slowing economic growth may be overlooking other key market signals. Let’s discuss the potential portfolio implications. morganstanley.com/ideas/why-are-…

Current interest rates are not compatible with a booming economy and earnings growth. Something has to give. Read On the Markets for what this means for investors. …w-downloadable-files.s3.amazonaws.com/1181/on-the-ma…

Despite slowdown fears, the backdrop for consumers remains strong. Let's discuss how your portfolio can benefit from robust spending. morganstanley.com/ideas/consumer…

As the market-buoying effect of policy assistance wanes, where can investors find higher yields and portfolio diversification? Investment Management’s James Caron highlights bond opportunities for consideration after peak easy money. morganstanley.com/ideas/bond-mar…

How much money will you need to save for a comfortable retirement? Here are three strategies that may help you optimize your 401(k) plan in the year ahead. morganstanley.com/articles/401k-…

Building and preserving wealth may involve enhancing your portfolio's tax efficiency. Let's discuss how we can work with your tax advisor to customize a strategy for you. morganstanley.com/articles/tax-e…

Are you ready for earnings season? Wealth Management’s Lisa Shalett explains why rising costs could weigh on companies’ Q3 earnings results. Let’s discuss how to prepare. morganstanley.com/ideas/earnings…

Thinking about your legacy? Learn how a trust can help you pass on assets. morganstanley.com/articles/why-y…

Could the ongoing U.S. labor shortage impact your investments? Let’s discuss strategies to help keep your portfolio on track. morganstanley.com/ideas/labor-sh…

Considering tapping your portfolio for a big purchase? Let’s discuss how I can help you find tax-smart ways to draw from your accounts with Morgan Stanley’s Intelligent Withdrawals tool. morganstanley.com/articles/selli…

The market environment isn't nearly as rich with opportunity as it was a year ago. That means investors must be more selective. We discuss sectors of interest in the latest On the Markets. linkback.morganstanley.com/web/sendlink/w…

Will stock-market returns be harder to come by in 2022? Our top investment strategist thinks so. Let’s discuss strategies to help you navigate a more challenging investment landscape. mgstn.ly/3FV6qsR

Travel? Volunteering? Exploring new hobbies? Whatever your pursuits may be in retirement, it’s essential to plan ahead for your spending needs. Let’s talk about strategies to help keep you on track. morganstanley.com/articles/retir…

Intra-Year Advances and Declines

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