The Heritage Group at Morgan Stanley

11/30/2023

Macroeconomic Outlook 2024: Morgan Stanley Economists see slower growth in the year ahead as central banks focus on taming inflation.

In 2024, inflation should continue to fall, accompanied by a global slowdown in growth.

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.

10/24/2023

An AI-powered brain implant helped a paralyzed patient speak through a digital avatar. Though scale and commercialization remain distant, the breakthrough shows the remarkable moonshot potential of brain-computer interfaces.

Brain-computer interfaces could one day help enable doctors to treat serious brain injury and restore mobility and cognition after paralysis.

09/26/2023

What financial goals do you want to achieve before year-end? Let’s talk about moves you can make this fall to help set yourself up for success.

Learn the money moves you can make this fall to set yourself up for success in 2024 and beyond. Find tips on investing, taxes, charitable giving and more.

09/19/2023

Wondering if a government shutdown could affect your investments? Check out the latest commentary from our public policy strategist and let’s connect.

A U.S. government shutdown looks increasingly likely. Here are the answers to investors’ top three questions.

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.

08/15/2023

Learn why stronger-than-expected performance in construction and infrastructure has led us to increase our U.S. GDP forecast for the second half of 2023.

Construction and infrastructure are showing stronger-than-expected growth, improving GDP forecasts for the second half of the year.

08/10/2023

Morgan Stanley clients with eligible brokerage accounts can earn 5.00% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/452hK2D

07/25/2023

Carefully managing distributions from your portfolio during retirement can save on taxes, leaving you more money to spend and enjoy. Let’s discuss whether this approach might make sense for you.

Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy.

07/18/2023

Travel? Volunteering? Exploring new hobbies? Whatever your pursuits may be in retirement, it’s essential to plan ahead for your spending needs. Let’s talk about strategies to help keep you on track.

Everyone has a different idea of their dream retirement. Whatever you envision, it’s essential to plan ahead so that your nest egg will last.

06/27/2023

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Complete these tasks to make sure everything is aligned.

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Here’s a mid-year checklist to help get you started.

05/16/2023

Your retirement has the potential to be the most fulfilling period of your life. Let’s work together on your financial and personal plan as you transition from work life to retired life.

Your retirement has the potential to be the most fulfilling period of your life–but you need to have a plan for your time as well as your finances.