Brandon Baxter, Financial Advisor at Morgan Stanley

09/28/2021

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.

Factoring the impact of taxes into your investment decisions can help you to keep more of your hard-earned money, both now and in the future.

09/18/2021

Is your portfolio positioned for the next U.S. stock market rotation? Wealth Management’s Lisa Shalett discusses how you can invest for a shift in market leadership.

Why investors’ U.S. market detour into growth and defensive stocks may soon change course, and how investors can prepare.

09/17/2021

This year it’s school supplies. One day it’ll be college tuition. Learn how a 529 plan can help your family be prepared for the future.

Through challenging times, don’t lose sight of how important it is to continue to save and invest for the future education expenses of your children and grandchildren. These ideas can help.

09/11/2021

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

09/10/2021

Art indices can help collectors make better decisions around managing the works they own. Let's talk about the nuances of these indices and what it means for you.

How art-market indices can help collectors and owners better understand this important asset class.

09/09/2021

Investors should watch for potential structural changes to commercial real estate post-pandemic, spurred by the growing role of technology, evolving preferences for remote work and rising costs for property owners.

09/08/2021

Join us on September 23 for a virtual conversation with Samantha Brown, travel expert & host of "Samantha Brown’s Places to Love" on PBS. She will share her views on how to use travel as an investment tool in life and relationships. This virtual event is part of the Morgan Stanley Wealth Management Lessons in Leadership series. Register here: https://mgstn.ly/3BJp1WD

08/27/2021

Moving can have differing tax and lifestyle implications from one U.S. state to another. Explore some of the key issues you should consider before choosing a new home.

Discover how moving from one U.S. state to another can have important tax, estate and lifestyle implications. Explore some of the key issues.

08/26/2021

How does cryptocurrency fit into an institutional portfolio? Learn about the various frameworks we consider to answer the question:

08/25/2021

Shifts in market leadership indicate we're transitioning to a mid-cycle environment, and investors should positon accordingly. See how:

08/24/2021

America’s new boomtowns: Did the pandemic really spark a permanent exodus from cities? Morgan Stanley analysis finds that the answer is more nuanced and positive than you might think. Here’s a look at which U.S. cities are booming, which have yet to bounce back, and what it could mean for assets tied to urban living.

Investors thought COVID caused an exodus from cities, but Morgan Stanley analysis shows that many cities are booming or rebounding. A look at the implications for assets tied to urban living.

08/22/2021

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.