The Patteson Wealth Management Group at Morgan Stanley

The Patteson Wealth Management Group at Morgan Stanley Tailored wealth planning strategies for entrepreneurs, business owners and families with significant wealth.

We assist a variety of clients, focusing on those with closely held businesses and significant wealth. Given our focus, we have extensive knowledge and experience integrating operational businesses, real estate, investment management and financial planning for our clients. Our typical client has a minimum net worth of $10,000,000 and operates or previously sold a closely held business. They face c

omplex issues including transitioning the business, liability exposure and the integration of a comprehensive wealth management strategy. Disclaimers:
© 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

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S&P 500 rebounds Monday after testing bear market territory last week. Read more in the 1% Move report:
05/23/2022

S&P 500 rebounds Monday after testing bear market territory last week. 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 records largest daily decline since June 2020 as inflation headwinds pressure retail company earnings. Read more...
05/18/2022

S&P 500 records largest daily decline since June 2020 as inflation headwinds pressure retail company earnings. 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.

Equity markets rally Tuesday following better than expected economic reports. Read more in the 1% Move report:
05/17/2022

Equity markets rally Tuesday following better than expected economic reports. 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.

Will rapidly rising interest rates put the brakes on the red-hot housing market? Learn why this market is unique.
05/17/2022

Will rapidly rising interest rates put the brakes on the red-hot housing market? Learn why this market is unique.

Rising mortgage rates may not have the same effect on home prices and rents as they have in past cycles. On the contrary, housing availability and affordability could get worse before it gets better.

While stocks rallied on Friday, S&P 500 still closed down for sixth consecutive week. Read more in the 1% Move report:
05/13/2022

While stocks rallied on Friday, S&P 500 still closed down for sixth consecutive week. 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.

Losses are painful, but investors who can stay focused on their goals, rather than obsessing over monthly returns, will ...
05/12/2022

Losses are painful, but investors who can stay focused on their goals, rather than obsessing over monthly returns, will likely be better off in the long run. See why.

Whether it is panic selling, hiding out in cash, or trading frantically, investors tend to make several mistakes that can hurt them in volatile markets. Here’s how to avoid the most common bad behaviors.

S&P 500 declines on Wednesday following a strong CPI print. Read more in the 1% Move report:
05/11/2022

S&P 500 declines on Wednesday following a strong CPI print. 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.

Stock rout continues on Monday as S&P 500 tumbles to lowest level since March 2021. Read more in the 1% Move report:
05/09/2022

Stock rout continues on Monday as S&P 500 tumbles to lowest level since March 2021. 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 erases all of prior day's gains Thursday as weakness in technology stocks drives the index lower. Read more in t...
05/05/2022

S&P 500 erases all of prior day's gains Thursday as weakness in technology stocks drives the index lower. 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 records largest daily gain since May 2020 as Federal Reserve meets expectations by hiking rates 50 basis points....
05/04/2022

S&P 500 records largest daily gain since May 2020 as Federal Reserve meets expectations by hiking rates 50 basis points. 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.

Is “retirement account sprawl” ruining your ability to see a true picture of your investment performance? Let's talk abo...
05/04/2022

Is “retirement account sprawl” ruining your ability to see a true picture of your investment performance? Let's talk about what you can do to take back control.

Maintaining multiple retirement accounts may incur avoidable fees and make it difficult to track performance. Consolidating your accounts may be the answer.

05/03/2022

With diversification as important as ever, we explore a variety of sectors, including credit, venture capital and crypto. Find out more in our latest On the Markets.

Address

1111 Northshore Drive Suite N 160
Knoxville, TN
37919

Telephone

+18656941031

Website

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