Jacqui Lister, Financial Advisor at Morgan Stanley

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After 2023’s market rally, what should you expect for U.S. stocks this year? Check out the latest commentary and let’s c...
01/10/2024

After 2023’s market rally, what should you expect for U.S. stocks this year? Check out the latest commentary and let’s connect.

2024 is more likely to be an average year for markets than a double-digit winner. Find out why and what it means for your portfolio.

With the Fed signaling rate cuts in 2024, how should you invest? Let’s discuss portfolio moves to consider.
12/20/2023

With the Fed signaling rate cuts in 2024, how should you invest? Let’s discuss portfolio moves to consider.

The U.S. central bank may be moving quickly to cut interest rates as inflation risks remain. How should investors proceed?

Today’s unique investing environment brings its own set of risks and opportunities. How can you prepare? Check out this ...
12/14/2023

Today’s unique investing environment brings its own set of risks and opportunities. How can you prepare? Check out this article and let’s connect.

Investors are navigating strange terrain with a surprisingly resilient economy, a top-heavy stock market and a deeply indebted government. Here’s how to stay on course.

Will markets keep up their momentum in 2024? Check out the latest market commentary and let’s discuss how to prepare you...
12/07/2023

Will markets keep up their momentum in 2024? Check out the latest market commentary and let’s discuss how to prepare your portfolio for next year.

Strong market performance this year has left investors with lofty expectations for 2024. Here’s why they may need to proceed with caution.

Stocks may rally through year-end, but what comes next? Let’s discuss longer-term portfolio moves for you to consider.
11/22/2023

Stocks may rally through year-end, but what comes next? Let’s discuss longer-term portfolio moves for you to consider.

Traders are anticipating a year-end equity rally, but longer-term investors may want to remain cautious. Here’s why.

Despite many investors being bullish on stocks, there’s evidence that they may need to prepare for a less rosy scenario....
11/09/2023

Despite many investors being bullish on stocks, there’s evidence that they may need to prepare for a less rosy scenario. Let’s discuss how.

Many pundits are bullish on stocks, but there’s evidence that investors need to prepare for a less rosy scenario.

U.S. stocks have pulled back sharply. Should you prepare for more turbulence ahead? Check out the latest market commenta...
11/01/2023

U.S. stocks have pulled back sharply. Should you prepare for more turbulence ahead? Check out the latest market commentary and let’s connect.

Tightening financial conditions, persistent inflation and a mixed earnings outlook could make for more stock-market turbulence. Here’s how investors can prepare.

Should investors be concerned about the surging national debt? Read our chief strategist’s view and let’s discuss implic...
10/25/2023

Should investors be concerned about the surging national debt? Read our chief strategist’s view and let’s discuss implications for your portfolio.

Swelling federal debt could spell trouble for markets and the economy. How can investors prepare?

How can investors like you navigate today’s higher-interest-rate environment? Check out the latest market commentary and...
10/11/2023

How can investors like you navigate today’s higher-interest-rate environment? Check out the latest market commentary and let’s discuss.

Why interest rates and economic growth could surprise to the upside and how investors can prepare.

What do the stronger U.S. dollar and rising oil prices mean for your portfolio today? Read the latest market commentary ...
10/04/2023

What do the stronger U.S. dollar and rising oil prices mean for your portfolio today? Read the latest market commentary and let’s discuss.

The U.S. dollar and oil prices are surging in tandem, creating a dual threat for global economies, companies and consumers. How can investors prepare?

How could the Fed’s latest decision on interest rates affect your investments? Check out this week’s market commentary a...
09/27/2023

How could the Fed’s latest decision on interest rates affect your investments? Check out this week’s market commentary and let’s connect.

The Fed has long warned of sticky inflation and a need to keep interest rates aloft. Now markets seem to be listening. Here’s what that could mean for your portfolio.

Will a big upturn in corporate profits help boost U.S. stocks next year? Check out the latest market commentary and let’...
09/20/2023

Will a big upturn in corporate profits help boost U.S. stocks next year? Check out the latest market commentary and let’s discuss.

Sticky inflation, bloated inventories and a weary U.S. consumer could dash investors’ hopes for resurgent corporate earnings in 2024.

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