James Whalen, Financial Advisor at Morgan Stanley

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James Whalen, Financial Advisor at Morgan Stanley

Financial Advisor at Morgan Stanley

CERTIFIED FINANCIAL PLANNER™ professional I do not have a take it or leave it approach.

As your Financial Advisor, I can help construct an investment portfolio that is in line with your goals and objectives, as well as your tolerance for risk. As the world continues to become more complex, the value of experience and advice grows with each passing day. I construct financial plans that help ease the concerns of my clients and provide a path toward the retirement lifestyle one would ho

pe to achieve. Some clients simply utilize my services for advice and overall consulting on investments. Many lean heavily on my advice, while others like to call their own shots. I utilize individual stocks, bonds, mutual funds, and ETFs. Through Morgan Stanley, my clients have access to a broad range of financial solutions. I have specifically focused on working with plan sponsors with their 401(k) or other employer-sponsored plans. I can help to identify the best platform based off of asset levels and participant balances.

©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

For more information on the designation(s), go to:
https://advisor.morganstanley.com/james.whalen.iii
NMLS #: 1460455

01/20/2022

Nasdaq 100 enters into correction territory as equities can't hold onto gains on Thursday. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

01/20/2022

How will your portfolio hold up as the Fed tightens policy in 2022? Let's discuss ways to help you navigate the tighter financial conditions ahead.

The latest run-up in interest rates may not be as fleeting as some investors think. What it could mean for portfolios.

01/18/2022

Stocks sold off sharply on Tuesday as 10-year Treasury yields surge to highest level since 2020. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

01/18/2022

The future of work was a big debate pre-pandemic, but COVID-19 has added a disruptive new wrinkle. Morgan Stanley discusses the new future of work with Uber CEO Dara Khosrowshahi.

The future of work was already a debate pre-pandemic, but COVID-19 continues to add a disruptive wrinkle. We sit down with Uber CEO Dara Khosrowshahi to discuss the ever-changing state of work.

01/13/2022

Losses accelerated into the close on Thursday as technology shares lead equity market decline. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

01/05/2022

Equity markets slide on Wednesday as the December FOMC minutes signal potentially more hawkish monetary policy outlook. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

01/05/2022

Will stock-market returns be harder to come by in 2022? Our top investment strategist thinks so. Let’s discuss strategies to help you navigate a more challenging investment landscape.

The U.S. stock market has rewarded passive investors handsomely in recent years, but that could soon change. Here’s how to navigate today’s more challenging investment landscape.

12/27/2021

Holiday cheer continues on Wall Street as the S&P 500 closes at yet another all-time high. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

12/22/2021

US stocks bounce back for second straight day as S&P 500 poised to re-test all-time highs. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

12/22/2021

Is your portfolio prepared for the Fed’s plan to accelerate monetary-policy tightening? Let’s discuss strategies to help you navigate this change.

The Federal Reserve plans to accelerate monetary-policy tightening, but is this new policy stance a hard pivot or just a slight shift?

12/21/2021

US stocks rebound on Tuesday, reversing all of Monday's losses as the long holiday weekend approaches. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

12/20/2021

US stocks trade lower on Monday as fiscal stimulus woes, further Omicron spread pressure markets. Read more in the 1% Move report:

Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

Address

340 Broadway
Saratoga Springs, NY
12866

Website

http://www.morganstanleyfa.com/james.whalen.iii/

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