The Patuxent Group at Morgan Stanley

10/12/2023

Today, on National Savings Day, ask me about how I can help you balance your savings and investments to help you reach your financial goals. Visit our teams website for more information:

The Patuxent Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, Philanthropy, Mosaic, Retirement for Plan Sponsors, Insights and Outcomes, and Financial Wellness.

10/06/2023

The S&P 500 Index rallies to end the week, following a stronger-than-expected nonfarm payroll 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.

10/03/2023

S&P 500 Index declines amid higher-than-expected job openings and increased equity volatility. 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.

10/03/2023

Losses are painful, but investors who can stay focused on their goals, rather than obsessing over monthly returns, will likely be better off in the long run. Here are some of the top mistakes investors typically make and how to avoid them: https://mgstn.ly/3LnJcR6

Whether it is panic selling, hiding out in cash, or trading frantically during volatile markets, investors tend to make several mistakes that can hurt them long-term. Know how to spot—and avoid—the most common bad behaviors.

09/26/2023

The S&P 500 Index declines amid economic data pointing to softening conditions. 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.

09/24/2023

Wishing a meaningful fast to my friends observing Yom Kippur.

09/21/2023

The S&P 500 Index declined over labor data that reinforces a higher-for-longer path for rates. 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.

09/19/2023

Wondering if a government shutdown could affect your investments? Check out the latest commentary from our public policy strategist and let’s connect.

A U.S. government shutdown looks increasingly likely. Here are the answers to investors’ top three questions.

09/18/2023

As we kick off another school year, The Patuxent Group wants to make sure you thought about how your goals to fund future education expenses fits in the context of your broader portfolio and other life goals. Learn more about how the Morgan Stanley National Advisory 529 Plan can help you invest in a brighter future for your loved ones. Feel free to reach out if you have any questions. https://mgstn.ly/3vNoEdp

09/15/2023

Social Media: S&P 500 Index falls, as a quadruple-witching event spurs volatility. 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.

09/15/2023

Shanah Tovah!

09/11/2023

Today, we honor the victims and heroes of 9/11. Thinking of everyone impacted by this day twenty-two years ago.