Ian Davis

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03/10/2022

It's our 7th year at THE PLAYERS Championship. This year, for our Eagles For Impact Challenge, we've teamed up with First Tee - an organization dedicated to helping all children develop important life skills and build inner strength and confidence through golf. Because Morgan Stanley and First Tee share a commitment to diversity and inclusion, we will donate $5,000 for every eagle made at this week's tournament. https://mgstn.ly/3KoZqGE

“The time is always right to do what is right.” – Martin Luther King Jr.Today, we honor the achievements of civil rights...
01/17/2022

“The time is always right to do what is right.” – Martin Luther King Jr.

Today, we honor the achievements of civil rights leader, Martin Luther King Jr. The most influential African American civil rights leader of the 1960s, he was instrumental in the passage of the Civil Rights Act of 1964 and the Voting Rights Act of 1965. His courage, strength, and resilience will always be remembered as we continue the fight for racial equality today.

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

The mid-cycle transition has been well established at this point--but it remains incomplete. So far, we have experienced...
01/13/2022

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:

01/07/2022

On the Markets offers our market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. This audiocast highlights key takeaways from the January edition.

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:

Heading into the New Year, it’s time to take stock of your budget, debt and investments—and how they map to your financi...
12/14/2021

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.

With the Fed indicating it will taper asset purchases on a more aggressive timeline, this is a distinct tightening of fi...
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.

May your hearts and homes be filled with gratitude this Thanksgiving.
11/25/2021

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

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

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San Antonio, FL
78212

Telephone

+12102774422

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