Michele Vanderlinde, Financial Advisor at Morgan Stanley

01/03/2024

Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.

12/28/2023

Will markets keep up their momentum in 2024? Check out the latest market commentary and let’s discuss how to prepare your portfolio for next year.

Strong market performance this year has left investors with lofty expectations for 2024. Here’s why they may need to proceed with caution.

12/26/2023

Thinking about year-end tax considerations? One option is diversifying a concentrated position. Let’s connect and discuss how these 4 strategies may help.

Investment portfolios concentrated in a single stock can be risky. Learn to diversify without boosting your tax bill.

12/26/2023

Increased market volatility due to global and geopolitical market events has left many wondering where their portfolio risk is coming from. Morgan Stanley’s Portfolio Risk Platform paired with our risk advice can help you better understand where your portfolio risk is coming from and how it can be addressed. Connect with us to learn how the Portfolio Risk Platform and our risk advice can help you navigate the risk of volatile markets.

What if there were a resource that could show you where your investment exposures are and how they might affect your returns in different scenarios?

12/26/2023

With the Fed signaling rate cuts in 2024, how should you invest? Let’s discuss portfolio moves to consider.

The U.S. central bank may be moving quickly to cut interest rates as inflation risks remain. How should investors proceed?

12/26/2023

Today’s unique investing environment brings its own set of risks and opportunities. How can you prepare? Check out this article and let’s connect.

Investors are navigating strange terrain with a surprisingly resilient economy, a top-heavy stock market and a deeply indebted government. Here’s how to stay on course.

12/19/2023

It’s the giving season! Learn how to avoid common charitable giving scams with these helpful tips.

Reduce the risk of fraud and help ensure your money is going to a deserving charity instead of a devious criminal by following these tips.

12/07/2023

Don’t get fooled by these five holiday scams. Find out how to protect yourself.

Stay a step ahead of cybercriminals this season by being aware of these scams.

12/05/2023

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets.

12/05/2023

Giving gifts to family members remains a cherished part of the holiday routine for many. Let’s discuss some financially smart ways to approach this tradition. https://mgstn.ly/41ckREG

11/30/2023

Macroeconomic Outlook 2024: Morgan Stanley Economists see slower growth in the year ahead as central banks focus on taming inflation.

In 2024, inflation should continue to fall, accompanied by a global slowdown in growth.

11/17/2023

Saving for retirement? Let’s talk about strategies to help reduce your taxable income and keep more of what you’ve saved.

Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.