Brian F. Wilder, CFP, 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.

01/10/2024

Don’t wait to start making tax-smart moves. Consider these year-round strategies to help you keep more of what you earn. https://mgstn.ly/441a00r

01/08/2024

They're tax friendly, flexible and available to anyone. Yet 529 education savings plans are still underused. Here are five things that parents, grandparents and anyone hoping to get a leg up on college costs need to know.

They're tax friendly, flexible and available to anyone. Yet, 529 education savings plans are still underused. Here are five things that parents, grandparents and anyone hoping to get a leg up on college costs need to know.

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.

01/01/2024

Wishing everyone a happy and healthy New Year!

12/21/2023

Saving for retirement? Let’s talk about strategies to help reduce your taxable income and keep more of what you’ve saved. Modified

Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.

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?

12/18/2023

Wondering what to give this holiday season? Consider a gift that keeps on giving – contributions to a 529 plan can help cover future tuition bills and may provide potential tax benefits for the gift giver.

Looking for a more meaningful gift this holiday season? Consider giving your children, grandchildren, nieces and nephews the gift of learning—through a 529 plan.

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.

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.

12/01/2023

December 3rd is International Day of Persons with Disabilities. My colleagues and I at Morgan Stanley celebrate the achievements of all persons with disabilities and all the contributions they make in our workplaces and communities.