James McDonald, Financial Advisor at Morgan Stanley

01/04/2023

Morgan Stanley clients with eligible brokerage accounts can earn 4.00% 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/3X0XKtb

10/27/2022

Corporate earnings have been beating expectations so far, but can this resilience last? Read the latest insights from Morgan Stanley's Global Investment Office.

Third-quarter corporate earnings results have largely beaten expectations so far, but the resilience may not last. Find out why and what it could mean for investors.

08/03/2022

Our new 2.15% Annual Percentage Yield offer from Morgan Stanley’s Preferred Savings Program for qualifying cash helps you make the most of your cash. Learn more and get in touch to take advantage of this great rate for eligible clients. https://mgstn.ly/3b8zbbs

06/07/2022

Expectations of longer-term inflation are beginning to ease. Let’s discuss how you can position your portfolio for what’s ahead.

As inflation expectations ease and the economy downshifts to slower growth, investors may see new opportunities emerge. How to position portfolios.

04/27/2022

It’s the 10th anniversary of Morgan Stanley's Investing with Impact Platform, designed to help you better align your capital with your vision for a better world. Let’s discuss how to get started.

The Investing with Impact Platform focuses on flexibility and engagement, allowing both targeted allocation and full integration of impact objectives into an investment portfolio.

03/02/2022

A strategy known as income smoothing can help you save on taxes once you start tapping into your retirement savings. Here’s how it works

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

03/01/2022

The closer to retirement, the more vulnerable you are to adverse market conditions. Let’s discuss how you can prepare for the market’s unknowns.

An uncertain market can influence your decision of when to retire. Learn how to help protect your nest egg.

02/21/2022

Now that’s what we call a comeback! The E*TRADE Baby returned to the big game in our latest campaign.

When the E*TRADE baby finds out about the state of personal finances, he realizes retirement will have to wait. Check out what happens.Learn more about our i...

02/11/2022

Communicating about money with your Valentine can be tough, but it’s important to get on the same page as your partner when it comes to financial matters.

Your relationship is about living a happy life together, not dollars and cents. Turns out, a little financial planning may help you get there.

01/27/2022

Why are people buying Bitcoin? Why are they avoiding it? Learn the cryptocurrency's characteristics, valuation approaches, its ESG considerations and more:

01/27/2022

Today, more than ever, investors have more sustainable investment strategies to choose from. While this is great progress, it makes it harder for investors to differentiate between them. Impact Signal evaluates how asset managers’ investment process and ongoing engagement with companies are generating more positive environmental and social impact than their peers. For a copy of the full report, reach out to me.

01/15/2022

What financial goals call for saving rather than investing? Let’s discuss the key differences between these financial strategies and how each may fit into your financial plan.

Many people use the terms “saving” and “investing” interchangeably. While these two concepts are related, they aren’t exactly equal.