Keith Underwood, Financial Advisor at Morgan Stanley

Keith Underwood, Financial Advisor at Morgan Stanley Morgan Stanley Wealth Management

US equities declined sharply on Friday, with stronger-than-expected employment data prompting a hawkish repricing of mon...
06/05/2026

US equities declined sharply on Friday, with stronger-than-expected employment data prompting a hawkish repricing of monetary policy expectations. Read more in the 1% Move report.

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The Global Investment Committee's refreshed Stock-Bond Indicator uses a more adaptive, data-driven approach to help inve...
06/05/2026

The Global Investment Committee's refreshed Stock-Bond Indicator uses a more adaptive, data-driven approach to help investors navigate changing market conditions.

brightcove.net

Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering busines...
06/04/2026

Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering businesses a flexible way to enhance retirement savings and tax efficiency.

brightcove.net

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Out...
06/03/2026

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Outlook edition of On the Markets.

morganstanley.com

Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the ...
06/02/2026

Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the bond market are pointing to new risks.

brightcove.net

A closer look at the shifting outlook for direct lending, including the impact of lower rates, liquidity dynamics, valua...
06/01/2026

A closer look at the shifting outlook for direct lending, including the impact of lower rates, liquidity dynamics, valuation pressures, and evolving credit quality on investor returns.

brightcove.net

Employee ownership is emerging as a powerful succession strategy, helping founders preserve legacy while driving long-te...
05/29/2026

Employee ownership is emerging as a powerful succession strategy, helping founders preserve legacy while driving long-term performance and broader wealth creation.

brightcove.net

Security concerns are reshaping supply chains—and markets. What could it mean for your portfolio? Our top thinkers share...
05/28/2026

Security concerns are reshaping supply chains—and markets. What could it mean for your portfolio? Our top thinkers share insight. https://livesocial.seismic.com/aFeTXq

While US equities have surged, bonds have sold off. Why are the two markets so at odds? They may reflect different views...
05/27/2026

While US equities have surged, bonds have sold off. Why are the two markets so at odds? They may reflect different views on the source of inflation and how long higher rates will last.

brightcove.net

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key t...
05/22/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

brightcove.net

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Greenwich, CT

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Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

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+19142145738

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