The Roccki Group at Morgan Stanley

01/15/2022

Take a holistic look at the year ahead to determine what you may need to adjust to meet your financial goals. I can help you determine the right moves for your financial situation.

Heading into the New Year, it’s time to take stock of your budget, debt and investments—and how they map to your financial goals. Here’s how.

01/14/2022

The mid-cycle transition has been well established at this point--but it remains incomplete. So far, we have experienced a rolling correction across many asset categories. Learn more of MS & Co. CIO Mike Wilson's views:

01/04/2022

A new year could bring new investment opportunities even if the market narrative isn't changing much. Read the latest On the Markets for our recommended approach to equities, including an emphasis on large-cap defensive quality:

12/09/2021

With the Fed indicating it will taper asset purchases on a more aggressive timeline, this is a distinct tightening of financial conditions. We think there is still more downside to valuations and we expect growth to disappoint expectations:

12/01/2021

The market environment isn't nearly as rich with opportunity as it was a year ago. That means investors must be more selective. We discuss sectors of interest in the latest On the Markets.

11/16/2021

Whether you want to donate to charity or invest in a loved-one’s future, consider these tax‐smart ways to help make your giving go further.

Discover how you can incorporate tax efficiency into your plans for donating to charitable organizations or giving gifts to family and friends.

11/12/2021

Just like bear markets have ended with a recession, the mid-cycle transition is ending with a correction. We expect the next and final stage to end with a 10%-15% correction in the S&P 500 and Nasdaq, says MS & Co. CIO Mike Wilson:

11/04/2021

In honor of Veterans Day, Morgan Stanley is proud to be the Presenting Sponsor of The Honor Foundation’s “A Toast to Veterans.” Learn more about the great work being done to support the extraordinary men and women who have fought and continue to fight for our country. Join us November 11 by registering here: https://mgstn.ly/3nwYRkt

11/02/2021

Investors should be patient and avoid chasing returns in what we view as an unattractive risk-return environment. We discuss why in the latest On the Markets.

10/27/2021

One key trend we have been following is the transition occurring within the energy sector, and what that means for the future of energy generation and consumption. This audiocast includes highlights from a recent webinar discussion on the future of energy.

10/25/2021

October is Cybersecurity Awareness Month—a great time to brush up on cybersecurity best practices. Here are some tips to help you respond to the most common cyber fraud scenarios you may face.

Discover what to do if and when your identity, accounts, devices or information is compromised, and useful next steps you can take to limit damage.

10/21/2021

Smart devices, we can’t live without them. But they can present security risks. Here’s how to protect yourself: https://mgstn.ly/3Fhj6KS