The Bettendorf Group at Morgan Stanley

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08/01/2023

With generative artificial intelligence likely to drive rapid change and potential opportunities, investors are looking to history as a guide. Find out more in On the Markets.

06/29/2023

Despite upcoming risks to economic growth, opportunities in a variety of areas persist, including among developed market bonds and Japanese and emerging market equities. Find out more in On the Markets midyear outlook edition.

06/02/2023

Amid elevated economic, fiscal and geopolitical risks, gold's role as a safe haven and diversifier is as important as ever. Find out more in our latest On the Markets.

The battle between hackers and cybersecurity teams has extended to the world of AI. Learn how to protect yourself.
05/25/2023

The battle between hackers and cybersecurity teams has extended to the world of AI. Learn how to protect yourself.

In the evolving landscape of artificial intelligence (AI), both cybersecurity teams and hackers are using AI to their advantage.

After an aggressive rate hiking cycle in 2022, we may need to acknowledge that perhaps the economy is less interest rate...
03/10/2023

After an aggressive rate hiking cycle in 2022, we may need to acknowledge that perhaps the economy is less interest rate-sensitive than previous years. Hear more from Chief Investment Officer & Head of the Global Investment Office Lisa Shalett:

As you prepare to file your 2022 taxes, let’s meet and discuss opportunities to implement additional tax-efficient strat...
03/06/2023

As you prepare to file your 2022 taxes, let’s meet and discuss opportunities to implement additional tax-efficient strategies to your financial plan.

The countdown to Tax Day has begun. Here are some steps you can take as the deadline approaches.

Recent developments could encourage the Fed to raise rates further and keep them higher for longer than previously expec...
03/01/2023

Recent developments could encourage the Fed to raise rates further and keep them higher for longer than previously expected. Find out more in On the Markets. https://mgstn.ly/40e3VwB

Are you concerned about having too much of your portfolio in a few stocks or even just one company? Let’s discuss tax-sm...
02/23/2023

Are you concerned about having too much of your portfolio in a few stocks or even just one company? Let’s discuss tax-smart ways to diversify your investments.

Investment portfolios concentrated in a single stock can be risky. Learn to diversify without boosting your tax bill.

Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.
02/21/2023

Consider these tax season moves. The sooner you get started, the better prepared you’ll be for Tax Day.

The countdown to Tax Day has begun. Here are some steps you can take as the deadline approaches.

Concerned about market losses impacting your retirement plan? Let’s discuss five strategies that may help protect your s...
02/16/2023

Concerned about market losses impacting your retirement plan? Let’s discuss five strategies that may help protect your savings.

The unpredictability of financial markets can disrupt even the best-laid retirement plans. These five strategies may help investors stay on track.

A relatively resilient labor market and still strong capital spending backdrop suggest an economic recession may be tech...
02/09/2023

A relatively resilient labor market and still strong capital spending backdrop suggest an economic recession may be technically avoided. Hear more from Chief Investment Officer & Head of the Global Investment Office Lisa Shalett:

Talk to your kids about internet safety. Learn how to help protect your loved ones with our latest cyber tips.
02/07/2023

Talk to your kids about internet safety. Learn how to help protect your loved ones with our latest cyber tips.

The internet can be a dangerous playground for children. While opportunities for education, friendship and fun abound, there are plenty of safety hazards, too

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