Wes Hollan Financial Advisor First Vice President at Morgan Stanley

01/20/2022

How will your portfolio hold up as the Fed tightens policy in 2022? Let's discuss ways to help you navigate the tighter financial conditions ahead.

The latest run-up in interest rates may not be as fleeting as some investors think. What it could mean for portfolios.

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.

12/31/2021

Wishing you peace, love, and laughter in the New Year!

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?

12/21/2021

Today is the winter solstice, which marks the first day of winter in the Northern Hemisphere and the shortest day of the year.

12/21/2021

Wine brings people together in a way that can create lifelong memories. Here are 5 steps for hosting a memorable wine tasting at your home. https://mgstn.ly/31fZGaf

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

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.

12/08/2021

Shop with purpose this holiday season from socially conscious organizations featured in our Gifts for Good guide: https://mgstn.ly/3wTkX4R

12/01/2021

Happy Holidays! May your days be cozy and bright.

11/26/2021

This holiday season, express gratitude as a family with these tips:

A Grateful Discussion

11/25/2021

May your hearts and homes be filled with gratitude this Thanksgiving.