Laurie Golden Jeffrey, Financial Advisor at Morgan Stanley

01/12/2024

Heading into 2024, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These six steps can get you started.

11/22/2023

We would like to wish you and your family a Happy and Healthy Thanksgiving!

10/26/2023

The recent rise in long term yields and economic tightening raises the question of how restrictive U.S. financial conditions have become.

The rise in Treasury yields, among other factors, has caused significantly tighter financial conditions. If these conditions slow growth in the fourth quarter, another rate hike this year seems unlikely.

09/29/2023

Whether it’s strengthening your passwords or treating emails from unknown senders with more caution, you can take a number of steps to reduce the threat of identity theft, online scams, malware, fraud and more.

09/08/2023

Although back-to-school spending appears to be trending higher than in 2022, there are signs that U.S. consumers could feel pinched before the holiday season.

08/31/2023

Happy Labor Day! Have a safe and enjoyable weekend with family and friends!

08/04/2023

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

06/29/2023

As the U.S. Economy still angles for a soft landing, the recent Federal Open Markets Committee meeting may have left more questions than answers.

06/08/2023

Claiming Social Security Benefits early may seem tempting, but waiting until full retirement age could lead to higher payments. Let’s discuss!

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

05/05/2023

Morgan Stanley clients with eligible brokerage accounts can earn 4.60% 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/44LgcuP

03/09/2023

Stocks fall, bonds rally as markets await tomorrow's jobs report. 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.

03/07/2023

Equities decline while yields rise following Fed Chair Powell's semiannual Monetary Policy Report. 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.