The Dandridge Haskard and Werve Group at Morgan Stanley Wealth Management

The Dandridge Haskard and Werve Group at Morgan Stanley Wealth Management The Dandridge Haskard and Werve Group at Morgan Stanley believes that managing wealth involves far more than managing an investment portfolio.

It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. This also means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals. As Financial Advisors, we are committed to building a rela

tionship of trust in which we can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, we hope you will come to regard us as a valued resource and as professionals who can help you make a more informed decision on any financial issue. Our most important goal is to help you achieve your objectives and provide guidance that helps your wealth do more for you. Contact us to learn more on how we can help you reach your financial goals.

Studies have shown that completing crossword puzzles comes with many cognitive benefits and this article explains them. ...
12/21/2022

Studies have shown that completing crossword puzzles comes with many cognitive benefits and this article explains them. It is a fun, albeit frustrating at times, way to give your brain the exercise that it needs. Join me on this Crossword Puzzle Day in completing one!

"Turns out, doing crosswords is good for our brains," Brett Arends writes.

December 21st marks the official first day of winter! What traditions are you looking forward to this season?
12/21/2022

December 21st marks the official first day of winter! What traditions are you looking forward to this season?

How should you consider investing for both a new year and a new market cycle? Let’s discuss what strategies make sense f...
12/21/2022

How should you consider investing for both a new year and a new market cycle? Let’s discuss what strategies make sense for your portfolio.

What worked for investors in the past may not be profitable heading into 2023.

Happy Chanukah! Wishing you and yours a wonderful and joyous holiday.
12/18/2022

Happy Chanukah! Wishing you and yours a wonderful and joyous holiday.

Our strategists say we could see weaker corporate sales and profits in 2023. Where should investors like you look for op...
12/15/2022

Our strategists say we could see weaker corporate sales and profits in 2023. Where should investors like you look for opportunities? Let’s discuss.

Some investors think resilient corporate earnings will boost stocks in 2023. But weaker profits—and a drag on equities—appear more likely.

Our strategists forecast economic slowing in the U.S. next year, but not an outright recession. How should you position ...
12/07/2022

Our strategists forecast economic slowing in the U.S. next year, but not an outright recession. How should you position your portfolio? Let’s connect.

Investors should shift their focus from Fed rate hikes to consumer activity and the health of the U.S. economy.

Helping business owners with key strategic needs such as access to capital, plan administration and a variety of exit st...
11/26/2022

Helping business owners with key strategic needs such as access to capital, plan administration and a variety of exit strategies is my mission. Connect with me to discuss products and services for business planning. https://advisor.morganstanley.com/the-dandridge-haskard-and-werve-group/business_planning

The Dandridge Haskard and Werve Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, and Philanthropy.

Happy Native American Heritage Day! May we celebrate Native Americans today and year-round for their rich cultures, acco...
11/25/2022

Happy Native American Heritage Day! May we celebrate Native Americans today and year-round for their rich cultures, accomplishments, and contributions to our country’s past, present, and future.

From my family to yours, I would like to wish you a Happy Thanksgiving! May your hearts and homes be filled with gratitu...
11/24/2022

From my family to yours, I would like to wish you a Happy Thanksgiving! May your hearts and homes be filled with gratitude. Here’s a photo I drew of a cradled wood panel with a turkey.

Could bonds be a better investment than U.S. stocks heading into 2023? Let’s discuss what makes sense for your portfolio...
11/23/2022

Could bonds be a better investment than U.S. stocks heading into 2023? Let’s discuss what makes sense for your portfolio.

As U.S. equities struggle to break out of a bear market, opportunities abound in fixed income.

Happy Women’s Entrepreneurship Day! Women have tremendous power and global influence, without a doubt! The financial sta...
11/19/2022

Happy Women’s Entrepreneurship Day!

Women have tremendous power and global influence, without a doubt! The financial stats prove it...
• 42% of all U.S. businesses are owned by women (13 million)
• Women-owned businesses employ over 9.4 million workers
• Women are three percentage points more likely to start a business than men.
• 14% of startups have a female CEO.
• Women own 39% of the small businesses operating across the U.S.
• 66% of women business owners are the sole owners of their companies.
Can you imagine what would happen if more women came together and used their economic power to create positive change? Stats from: https://bit.ly/3TPhk9R

Emerging market stocks appear poised for a rebound in 2023. Let's discuss whether your portfolio can benefit.
11/16/2022

Emerging market stocks appear poised for a rebound in 2023. Let's discuss whether your portfolio can benefit.

Investors have largely shunned emerging market stocks this year, but this beaten-down asset class looks poised for a comeback in 2023.

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La Mesa, CA
91942

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