Marcelo Tebet, Financial Advisor at Morgan Stanley

12/19/2023

Exciting news! I am launching a brand new weekly Finance Webinar Series designed to keep you informed and better prepared to navigate this ever evolving financial landscape. In this first episode, we are going to be discussing the market outlook for the upcoming year.

To register, please email me at [email protected].

Hope to see you there!

12/13/2023

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?

12/12/2023

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.

10/03/2023

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: https://mgstn.ly/3LnJcR6

Whether it is panic selling, hiding out in cash, or trading frantically during volatile markets, investors tend to make several mistakes that can hurt them long-term. Know how to spot—and avoid—the most common bad behaviors.

09/04/2023

Happy Labor Day! Have a safe and enjoyable weekend.

08/21/2023

Even small contributions to a retirement fund can have a big impact for young investors. Let me know how I can help you get started.

How the power of time can help savvy young investors grow an impressive portfolio.

08/04/2023

Morgan Stanley clients with eligible brokerage accounts can earn 5.00% 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/452hK2D

08/01/2023

Will the U.S. stock market keep rallying in 2023? Check out the latest market commentary and let’s discuss what portfolio moves make sense for you.

Despite favorable conditions for the U.S. economy and markets today, investors may still want to brace for a pullback.

07/17/2023

Tempted to join in the U.S. stock-market rally? Let’s discuss why chasing recent performance isn’t always the right move.

The recent stock market rally overlooks fundamental risks. Here’s why cautious investors shouldn’t fear missing out on short-term gains.

07/13/2023

Can the stock market’s rally keep going? Check out our strategists' latest commentary and let’s discuss implications for your portfolio.

Bond volatility, surging interest rates and a resilient U.S. dollar suggest investors should beware of the bust that could follow the boom.

06/26/2023

Morgan Stanley clients with eligible brokerage accounts can earn 4.75% 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/3CKQ5r6

06/15/2023

Keeping excess cash out of the market may be the safest option in a tough economic climate, but there could be a big opportunity cost. Let’s discuss what you can do to help keep your money growing.

Cash may be safe, but it’s losing value to inflation. How can you invest it while seeking some defensive qualities for your portfolio?