The David Miller Group at Morgan Stanley

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05/17/2024

Ask any investor today what the absolute greatest risk to their portfolio is and you'll likely hear a list of current concerns - geopolitical, economic, federal reserve policy, etc.

If everyone in the room is thinking the same things, maybe someone isn't thinking.

What if the top issue to be addressed isn't any of these things at all? What is it that isn't being discussed?

Read more in our latest report, The Preeminent Investment Risk

advisor.morganstanley.com

Handling the complex process of executor duties during an emotional time is a challenge even for the strongest person. T...
05/10/2024

Handling the complex process of executor duties during an emotional time is a challenge even for the strongest person. This checklist may help you with that process.

www.morganstanley.com

Do you want to understand how to demystify credit scores and navigate the world of lending? Register for Morgan Stanley ...
05/06/2024

Do you want to understand how to demystify credit scores and navigate the world of lending? Register for Morgan Stanley Wealth Management's next Wealth Education session on Monday, May 6 at 4:00 ET and learn how to make informed decisions about credit and debt management.

morganstanley.zoom.us

04/19/2024

2024 marks the 15 year anniversary of the end of the Global Financial Crisis, the most severe economic crisis since the Great Depression.

We now have the benefit of hindsight to look back and see how the recovery unfolded and what decisions were best to make at that time.

Read more in our latest post, 15 Year Look Back: Learning From The Global Financial Crisis

advisor.morganstanley.com

04/05/2024

The "secret" to becoming a great investor is similar to what it takes to be a professional athlete. It requires discipline to a process or routine. Not just any routine, but the right one.

Very few people reach this level of greatness because of how difficult it can be when times get tough.

Read more in our latest report, What Investors Can Learn From Athletes.

advisor.morganstanley.com

03/22/2024

As we prepare for basketball's march madness tournament, it's a good time to reflect on how maddening the stock market can be.

What causes the madness of the markets? Many things, but one of the greatest frustrations to investors is the significant swings in price.

Read more in our latest report, March Madness - Stock Market Edition.

advisor.morganstanley.com

If there’s anything we’ve learned in the last 4 years, it must be that the world is wildly unpredictable.   This won’t s...
01/12/2024

If there’s anything we’ve learned in the last 4 years, it must be that the world is wildly unpredictable.

This won’t stop financial “experts” from attempting to predict what will happen in 2024.

Read more in our latest post, Forecast Frenzy.

Learn more about From My Desk from David J. Miller at Morgan Stanley.

Many investors were challenged in 2023 due to a variety of negative economic and political events.  Those who remained p...
12/29/2023

Many investors were challenged in 2023 due to a variety of negative economic and political events.

Those who remained patient and disciplined may have fared better than others.

Achieving success often comes down to following a few key principles.

Read more in our latest post, Achieving Success.

Learn more about From My Desk from David J. Miller at Morgan Stanley.

Of all of the financial mistakes that we can make, there are a few that can be really devastating.   One of the biggest ...
12/15/2023

Of all of the financial mistakes that we can make, there are a few that can be really devastating.

One of the biggest – and most common – mistakes that investors make is trying to buy and sell their investments at the right “time”, in an attempt to maximize gain and minimize loss.

This can be a financially fatal mistake.

Read more in our latest post, Timing the Market.

Learn more about From My Desk from David J. Miller at Morgan Stanley.

One of the most common mistakes investors make is taking current events and extrapolating them into the future.   In oth...
12/01/2023

One of the most common mistakes investors make is taking current events and extrapolating them into the future.

In other words, if you drove your car straight into oncoming traffic – without swerving – you would likely get into an accident. But if you changed course and turned back into your lane you could avoid a collision.

Knowing that the world is constantly changing and todays problems will eventually be solved is an important consideration when making smart financial decisions.

Read more in our latest report, Magnifying The Present

Learn more about From My Desk from David J. Miller at Morgan Stanley.

Thanksgiving is one of my favorite holidays.  Taking time to reflect on all things to be grateful for can be very uplift...
11/24/2023

Thanksgiving is one of my favorite holidays. Taking time to reflect on all things to be grateful for can be very uplifting.

Please enjoy our latest post, Expressing Gratitude Can Increase Happiness.

Happy Thanksgiving to you and your family.

Learn more about From Our Team from The David Miller Group at Morgan Stanley.

James Clear, author of Atomic Habits, said “the most important skill we have is in controlling our attention.”  Many inv...
11/17/2023

James Clear, author of Atomic Habits, said “the most important skill we have is in controlling our attention.”

Many investors have been anxious this year due to various global, political, and financial crises. Choosing to stay calm amid chaos can help us make better financial decisions.

Read more in our latest report, Calm Amid Crises.

Learn more about From Our Team from The David Miller Group at Morgan Stanley.

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