Garrett Morkill, Financial Advisor at Morgan Stanley

01/05/2022

Will stock-market returns be harder to come by in 2022? Our top investment strategist thinks so. Let’s discuss strategies to help you navigate a more challenging investment landscape.

The U.S. stock market has rewarded passive investors handsomely in recent years, but that could soon change. Here’s how to navigate today’s more challenging investment landscape.

01/04/2022

A new year could bring new investment opportunities even if the market narrative isn't changing much. Read the latest On the Markets for our recommended approach to equities, including an emphasis on large-cap defensive quality:

12/22/2021

Is your portfolio prepared for the Fed’s plan to accelerate monetary-policy tightening? Let’s discuss strategies to help you navigate this change.

The Federal Reserve plans to accelerate monetary-policy tightening, but is this new policy stance a hard pivot or just a slight shift?

12/15/2021

Do you want to discuss personal strategies for investing amid rising rates? The Fed’s plans for tightening monetary policy could impact your portfolio. Learn more and get in touch.

U.S. bond investors are signaling a lower peak for interest rates, concerned that accelerated policy tightening might short-circuit the economic recovery.

12/09/2021

With the Fed indicating it will taper asset purchases on a more aggressive timeline, this is a distinct tightening of financial conditions. We think there is still more downside to valuations and we expect growth to disappoint expectations:

12/09/2021

Is your portfolio ready for 2022? Let’s talk about what could be in store for the economy and financial markets—and how you can stay prepared.

As the economic imbalances wrought by the pandemic begin to ease, investors could be in for hotter-than-expected growth and inflation. How to keep portfolios in balance.

12/01/2021

The market environment isn't nearly as rich with opportunity as it was a year ago. That means investors must be more selective. We discuss sectors of interest in the latest On the Markets.

11/30/2021

Help make your giving go further. Let’s discuss some tax-savvy ways to support the people and causes you care about.

Discover how you can incorporate tax efficiency into your plans for donating to charitable organizations or giving gifts to family and friends.

11/29/2021

Labor shortages are just one of the ways the pandemic is fundamentally reshaping the U.S. workforce. Here's Wealth Management Chief Investment Officer Lisa Shalett’s perspective on what it could mean for investors.

Labor shortages in the U.S. may not be so temporary, with significant implications for inflation, monetary policy, earnings and stocks.

11/24/2021

Have you thought about how rising inflation could affect your portfolio? Let’s discuss how I can help you navigate today’s financial markets.

Why the U.S. stock market seems to be overlooking Main Street’s inflation concerns, and what it could mean for investors.

11/24/2021

As we approach the end of the year, consider incorporating tax-efficient strategies into your financial plan today.

Tax planning is important. Explore our Tax Solutions & Services hub to see how you can incorporate tax efficient strategies into your wealth plan.

11/16/2021

Whether you want to donate to charity or invest in a loved-one’s future, consider these tax‐smart ways to help make your giving go further.

Discover how you can incorporate tax efficiency into your plans for donating to charitable organizations or giving gifts to family and friends.