Preston Schoenfeld, Financial Advisor at Morgan Stanley

05/11/2023

Without a succession plan in place for your art collection, your heirs may be entangled in a legal battle for ownership. Let’s sit down and discuss a plan for your art collection.

Having an estate plan that considers your collection’s legacy may help preserve its value and avoid trouble for future generations.

05/02/2023

Health care offers the right combination of offense and defense to navigate a challenging economic outlook. Find out more in On the Markets.

04/06/2023

Although contagion risk from regional banks appears limited following policy actions, equities remain vulnerable to a lending slowdown. Find out more in On the Markets: https://mgstn.ly/43eHFnS

04/04/2023

Carving out your opportunity to combat climate change with philanthropy can feel overwhelming at first. Morgan Stanley partnered with the Aspen Institute to highlight five approaches to climate giving. Let’s discuss how you can make an impact.

There are many ways to make a meaningful impact in climate philanthropy. Here are five approaches to consider.

03/10/2023

After an aggressive rate hiking cycle in 2022, we may need to acknowledge that perhaps the economy is less interest rate-sensitive than previous years. Hear more from Chief Investment Officer & Head of the Global Investment Office Lisa Shalett:

03/01/2023

Recent developments could encourage the Fed to raise rates further and keep them higher for longer than previously expected. Find out more in On the Markets. https://mgstn.ly/40e3VwB

02/16/2023

Concerned about market losses impacting your retirement plan? Let’s discuss five strategies that may help protect your savings.

The unpredictability of financial markets can disrupt even the best-laid retirement plans. These five strategies may help investors stay on track.

02/10/2023

A relatively resilient labor market and still strong capital spending backdrop suggest an economic recession may be technically avoided. Hear more from Chief Investment Officer & Head of the Global Investment Office Lisa Shalett:

02/01/2023

Transformative capital spending could drive new leadership in areas such as energy, infrastructure and real estate in coming years. Find out more in On the Markets. https://mgstn.ly/40e3VwB

01/31/2023

Near-term market action can stoke powerful emotions and cloud judgment. The team and I can help you stay focused on long-term investment goals. Let’s connect.

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

01/30/2023

Some goals are a continual priority, but uncontrollable factors like market volatility could impact your progress. Let’s take some time to meet and make sure you’re on track.

Heading into the New Year, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These six steps can get you started.

01/03/2023

In this year of transitions, focus on getting paid to wait. Consider allocations to fixed income, dividend growers and areas with low expectations, like China and EM. Find out more in On the Markets. https://mgstn.ly/3Z6ozy4