Pacific Highland Group at Morgan Stanley

01/11/2024

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

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.

01/08/2024

The S&P 500 Index rallied today as tech rallies and one-year inflation expectations reach their lowest point since January 2021. Read more in the 1% Move report:

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12/29/2023

If you are a professional at a non-profit organization, today is a good day to pick up the phone. I know of a wealthy donor who does what she calls "Dialing With Dollars." She calls non-profits that she likes on the last day of the year, and if someone is there working and answers the phone, she sends them a check! AFP News Agency

12/29/2023

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.

12/26/2023

It took me until December to find my best book of the year. David Brooks' "How to Know a Person" Great stories illuminating how to make people feel seen and heard.

David Brooks is a regular on the NewsHour every Friday night. But while you were watching him, David was watching all of us. Pulling from his observations and other works, his new book, "How to Know a Person: The Art of Seeing Others Deeply and Being Deeply Seen," dives into the topic of human c***e...

12/23/2023

Wishing all our friends a wonderful time this season and health, happiness, and prosperity in 2024.

12/13/2023

Anchoring: When we get fixed on a prior number that has no meaning to current decisions, such as the highest monthly value our statements hit (One of the 188 Cognitive Biases from Wikipedia that may keep us from being good investors).

12/11/2023

"When I left the dining room after sitting next to Gladstone, I thought he was the cleverest man in England.
But when I sat next to Disraeli, I left feeling that I was the cleverest woman." Jennie Jerome, later Lady Randolph Churchill, Winston Churchill's mother.

12/01/2023

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.41% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/3RkAtCx

11/29/2023

On behalf of all of San Diego, thank you for your generosity, Laurie McGrath!

The Laurie C. McGrath Foundation pledges the second-largest gift Sharp has ever received, for a tower at the Metro campus.

11/29/2023

After reading his wisdom for years, my daughter and I had a chance to hear him in person last year. Wise man. RIP.

Charlie Munger was Vice Chairman of Berkshire Hathaway and Warren Buffett's closest business partner. Before he died at age 99, he shared three "basic rules" that drove his success in life — and they can help any young person today.

11/29/2023

Thank you, Lauren Mapp and the San Diego Union Tribune for spotlighting frontotemporal dementia and the lifetime of work my wife Wanda Smith has put into it.

The lesser-known form, linked to a genetic mutation, has an earlier onset and a different caregiving timeline