Tim Jeffrey, Financial Advisor at Morgan Stanley

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.

03/10/2023

After an aggressive rate hiking cycle in 2022, we may need to acknowledge that perhaps the economy is less interest rate-sensitive than previous years. Hear more from Chief Investment Officer & Head of the Global Investment Office Lisa Shalett:

03/09/2023

Stocks fall, bonds rally as markets await tomorrow's jobs report. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

03/07/2023

Equities decline while yields rise following Fed Chair Powell's semiannual Monetary Policy Report. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

03/06/2023

As you prepare to file your 2022 taxes, let’s meet and discuss opportunities to implement additional tax-efficient strategies to your financial plan.

The countdown to Tax Day has begun. Here are some steps you can take as the deadline approaches.

03/03/2023

US stocks rise on Friday as the 10-year Treasury yield falls back below 4%. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

03/02/2023

Amid elevated valuations, some strategists are asking if U.S. stocks are worth the risk. Check out the latest market commentary and let’s discuss.

Amid elevated valuations and interest rates, the risks of owning U.S. stocks today may outweigh the rewards.

03/01/2023

Recent developments could encourage the Fed to raise rates further and keep them higher for longer than previously expected. Find out more in On the Markets. https://mgstn.ly/40e3VwB

02/24/2023

US stocks retreat on Friday as PCE inflation rises more than expected. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

02/23/2023

Are you concerned about having too much of your portfolio in a few stocks or even just one company? Let’s discuss tax-smart ways to diversify your investments.

Investment portfolios concentrated in a single stock can be risky. Learn to diversify without boosting your tax bill.

02/22/2023

How should you invest if economic growth and inflation pick back up? Check out the latest commentary and let’s discuss.

Will economic growth today simply postpone a “hard landing”?

02/21/2023

US equities decline below 4000 while the 10-year U.S. Treasury yield reaches the highest level since November 2022. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.