Louis Intorre, Senior Vice President Financial Advisor at Morgan Stanley

01/10/2024

After 2023’s market rally, what should you expect for U.S. stocks this year? Check out the latest commentary and let’s connect.

2024 is more likely to be an average year for markets than a double-digit winner. Find out why and what it means for your portfolio.

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.

12/20/2023

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?

12/14/2023

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.

12/07/2023

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.

12/06/2023

Building and preserving wealth may involve not only maximizing your investment returns, but also enhancing your portfolio's tax efficiency. Let's discuss how we can customize a strategy for you.

Factoring the impact of taxes into your investment decisions can help you to keep more of your hard-earned money, both now and in the future.

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.

11/22/2023

Stocks may rally through year-end, but what comes next? Let’s discuss longer-term portfolio moves for you to consider.

Traders are anticipating a year-end equity rally, but longer-term investors may want to remain cautious. Here’s why.

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.

11/08/2023

Despite many investors being bullish on stocks, there’s evidence that they may need to prepare for a less rosy scenario. Let’s discuss how.

Many pundits are bullish on stocks, but there’s evidence that investors need to prepare for a less rosy scenario.

11/02/2023

As health care costs continue to rise, you will want to know the options you have to help control your financial exposure to uncovered care costs. Find out here.

Health care costs are rising—especially for retirees, and some may need long-term care. Learn the moves you can make to help prepare yourself.

11/01/2023

Instead of reaching for the highest-yielding stocks, today's playbook calls for a focus on steady dividend growers. Find out more in On the Markets.