The North Shore Group At Morgan Stanley

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Wishing a meaningful fast to my friends observing Yom Kippur.
09/25/2023

Wishing a meaningful fast to my friends observing Yom Kippur.

Wondering if a government shutdown could affect your investments? Check out the latest commentary from our public policy...
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.

Social Media: S&P 500 Index falls, as a quadruple-witching event spurs volatility. Read more in the 1% Move report:
09/15/2023

Social Media: S&P 500 Index falls, as a quadruple-witching event spurs volatility. 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.

L'Shanah Tovah! As we welcome the Jewish New Year, all of us at The North Shore Group would like to extend our warmest w...
09/15/2023

L'Shanah Tovah! As we welcome the Jewish New Year, all of us at The North Shore Group would like to extend our warmest wishes. May the year ahead bring you and your loved ones an abundance of joy, good health, and prosperity. Happy Rosh Hashanah!

Morgan Stanley leadership sat with the Shibutani siblings, groundbreaking ice skaters, to discuss the importance of spre...
09/12/2023

Morgan Stanley leadership sat with the Shibutani siblings, groundbreaking ice skaters, to discuss the importance of spreading the stories of other amazing AAPI figures in their book, Amazing: Asian Americans and Pacific Islanders Who Inspire Us All: https://mgstn.ly/3r6xaVh

Today, we honor the victims and heroes of 9/11. Thinking of everyone impacted by this day twenty-two years ago.
09/11/2023

Today, we honor the victims and heroes of 9/11. Thinking of everyone impacted by this day twenty-two years ago.

As a teacher at heart, I love educating my clients on investing and helping them achieve their goals. By taking a holist...
09/08/2023

As a teacher at heart, I love educating my clients on investing and helping them achieve their goals. By taking a holistic approach at the North Shore Group, we study our clients' finances and make recommendations based on their complete situation, not just a piece of it. Visit our website to learn more:

The North Shore Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, Philanthropy, and Financial Wellness.

S&P 500 Index rises as economic data may support a less hawkish Fed. Read more in the 1% Move report:
08/29/2023

S&P 500 Index rises as economic data may support a less hawkish Fed. 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.

The S&P 500 declined by 1.3% on Thursday as AI optimism waned, and Powell’s Jackson Hole speech moves into focus. Read m...
08/24/2023

The S&P 500 declined by 1.3% on Thursday as AI optimism waned, and Powell’s Jackson Hole speech moves into focus. 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.

S&P 500 Index rises, as economic data supports a potential pause from the Fed. Read more in the 1% Move report:
08/23/2023

S&P 500 Index rises, as economic data supports a potential pause from the Fed. 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.

Learn why stronger-than-expected performance in construction and infrastructure has led us to increase our U.S. GDP fore...
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.

The S&P 500 Index declined over higher than expected retail sales numbers. Read more in the 1% Move report
08/15/2023

The S&P 500 Index declined over higher than expected retail sales numbers. 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.

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