Jim Lacamp, Sr Vice President, 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.

12/29/2023

Wishing everyone a happy and healthy New Year! Have a great weekend!

12/22/2023

‘Tis the season for joy, love and peace. Merry Christmas! Hope you have a great weekend!

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?

12/19/2023

It’s the giving season! Learn how to avoid common charitable giving scams with these helpful tips.

Reduce the risk of fraud and help ensure your money is going to a deserving charity instead of a devious criminal by following these tips.

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.

12/07/2023

Claiming Social Security Benefits early may seem tempting, but waiting until full retirement age could lead to higher payments. Feel free to reach out if you would like to discuss.

Maximizing your Social Security retirement benefits can help you achieve your financial goals.

12/07/2023

Don’t get fooled by these five holiday scams. Find out how to protect yourself.

Stay a step ahead of cybercriminals this season by being aware of these scams.

12/06/2023

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.

11/27/2023

Wondering what to give during 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.

11/23/2023

Grateful for the abundance of blessings this year has brought. Wishing you all a Happy Thanksgiving filled with joy, warmth, and cherished moments with loved ones.