Hasie Capital Group at Morgan Stanley

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Thank you to Forbes for the recognition on this year’s Best-In-State Wealth Management Teams ranking. https://mgstn.ly/4...
01/12/2024

Thank you to Forbes for the recognition on this year’s Best-In-State Wealth Management Teams ranking. https://mgstn.ly/48t8eb1

[Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://mgstn.ly/3tFyVdy)]

01/03/2024

Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.

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.

12/05/2023

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets.

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.

11/01/2023

Instead of reaching for the highest-yielding stocks, today's playbook calls for a focus on steady dividend growers. Find out more in On the Markets.

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.

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