Scott Lowe, Financial Advisor at Morgan Stanley

08/17/2023

Can breakthrough ideas stop climate change and eliminate poverty? Morgan Stanley Research sits down with Bill Gates.

Watch as Morgan Stanley Research speaks with Bill Gates about how digitalization can improve quality of life in developing nations and why he’s backing companies on the verge of “mind blowing” breakthroughs in clean energy.

04/09/2023

Breakthroughs in artificial intelligence may help fuel economic activity and productivity growth in the decades to come. Let’s discuss how these trends could impact your portfolio.

Aging populations and the lower cost of technology are propelling companies to invest more in productivity-boosting automation. What could this mean for your portfolio?

02/14/2023

Love is in the air! Here is some advice to help couples ensure a strong financial partnership.

Thinking of taking the next step with someone special? Head off money headaches by taking time to talk about your finances first.

02/13/2023

Your charitable gifts plus volunteer efforts can have a meaningful impact on causes you care about. Here’s how you can get involved.

By combining your charitable gifts with volunteer efforts, you can have a meaningful impact on causes you care about even if you don’t have a lot of money to give away.

02/12/2023

Though having a budget may seem simple, sticking to one can be challenging. Let’s talk about steps to help you create a budget you can stick to.

Discover steps to building a budget, including understanding your expenses, to assess where to save more or cut spending to help meet your financial goals.

02/11/2023

If you dipped into your rainy-day fund over the past few years—or never had one in the first place—I can help you prioritize your fund and identify your savings needs.

Having an emergency fund for unplanned expenses can save you from a bad situation. Here’s how to create and prioritize an emergency savings account.

02/09/2023

US stocks fall on Wednesday as Q422 earnings season rolls on. 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.

01/26/2023

Listen in to Invested at Work, Morgan Stanley at Work's new podcast on workplace financial benefits. We’re having meaningful conversations about how we can provide organizations with some clarity and financial empowerment. https://mgstn.ly/3WbwqaY

12/19/2022

Employees are paying greater attention to their workplace financial benefits this year—and many in the workforce are recognizing that their needs are not being fully addressed. Learn more in our latest State of the Workplace Study: https://mgstn.ly/3UqD2Cb

12/09/2022

Morgan Stanley at Work compares common small to mid-size business retirement solutions, so you can select the right choice for your business. Learn more here: https://mgstn.ly/3A41MYI

12/06/2022

S&P 500 records lowest daily return in nearly a month as Treasury yields spike on Monday. 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.

11/30/2022

You understand the importance of offering retirement benefits, but how do you select the right option for your small to mid-size business? Morgan Stanley at Work walks through common retirement solutions. Learn more here: https://mgstn.ly/3sSJg1H