Janet Holt Financial Advisor at Morgan Stanley

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.

12/21/2023

Social Media: Following yesterday's setback, the S&P rallied after macroeconomic data gave more traction to the soft-landing narrative. 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.

12/20/2023

US equities ended lower today, as Treasury yields continued to decline, with the 10-year yield now down more than 40 bp in December. 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.

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?

12/14/2023

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.

12/13/2023

The S&P 500 Index increased, as the Fed's December "dot plot" sent dovish signals to investors.

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

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

Need holiday gift inspiration? Our Gifts for Good guide features socially conscious organizations that give back. https://bit.ly/3RqzDV3

11/22/2023

Stocks may rally through year-end, but what comes next? Let’s discuss longer-term portfolio moves for you to consider.

Traders are anticipating a year-end equity rally, but longer-term investors may want to remain cautious. Here’s why.

11/17/2023

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

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.

11/16/2023

As we look to close out the year on a healthy and hopeful note, let’s discuss ways to support the people you care for and the causes you value most.

As you reconnect with loved ones for the holidays, consider these impactful ways to give.