Patrick McDevitt, CRPC, Financial Advisor at Morgan Stanley

03/03/2022

Staying on track with your goals is easier when you’re not alone. Learn more why advice matters.

Going it alone can be difficult. Learn how a professional can work with you to build a wealth plan that helps you reach your goals.

01/28/2022

Travel? Volunteering? Exploring new hobbies? Whatever your pursuits may be in retirement, it’s essential to plan ahead for your spending needs. Let’s talk about strategies to help keep you on track.

Everyone has a different idea of their dream retirement. Whatever you envision, it’s essential to plan ahead so that your nest egg will last.

12/20/2021

Morgan Stanley Research forecasts that inflation in major markets will “peak then retreat” by more than two percentage points over the course of 2022. Learn more in the 2022 Global Macro Outlook.

Morgan Stanley projects healthy global economic growth of 4.7% for 2022 based on an outlook that includes easing inflation pressures, moderate monetary tightening, and robust business investments.

08/16/2021

Learn how new investing approaches can allow you to position your portfolio to have an impact on racial equity, while pursuing your financial goals.

Investors can play a critical role in helping to advance racial equity. Learn how you can build your portfolio to support companies that take a stand for diversity and help create a more inclusive society, while pursuing your financial goals.

02/02/2021

A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks. Find out how we can help protect you against the unexpected.

Hidden risks abound. For affluent families, this can mean unwanted financial exposure. A simple risk assessment can go a long way to closing these gaps.

12/15/2020

Why the global V-shaped economic recovery has stayed on track, despite recently rising COVID cases and shutdowns, putting 6.4% GDP growth in reach for 2021.

Morgan Stanley projects strong global GDP growth of 6.4% for 2021—led first by emerging markets, followed by reopening economies in the U.S. and Europe—in a macro outlook that diverges from the consensus.

12/04/2020

A unique feature of 529 plans to be aware of as we approach year-end: you may be able to contribute up to five times the annual gift tax exclusion in one year—as much as $75,000 (or $150,000 for married couples). Learn more.

This holiday season, you may want to skip the latest electronic gadget and give your children or grandchildren the gift of learning—through a 529 education savings plan.

12/02/2020

While there is near-term risk of a pullback, CIO Mike Wilson sees a 10% gain for the S&P 500 in 2021. See why in ‘On the Markets:’

07/27/2020

As the world reopens, you may want to think about revisiting your financial plan. Get started by answering these key questions:

As we all begin to look to the future, remember to take stock of what’s important. The ideas here can help you organize your financial life, prepare for the unexpected and stay focused on what truly matters to you and your family long term.

07/15/2020

When markets get choppy it helps to have a plan in place to help keep you on track. We can work with you to identify your goals and tailor a plan that is flexible enough to grow with your family as things change. Learn more:

Our investment goal setting platform is built on Morgan Stanley’s intellectual capital and financial planning capabilities to provide you with comprehensive investing solutions for your personal finance objectives.

06/29/2020

Worried about generating consistent retirement income during turbulent markets? Consider these approaches:

An uncertain market can influence your decision on when to retire. Learn how to help protect your nest egg.

06/03/2020

With a 529 plan you can invest in your child’s future and maximize education savings. Remember that we can navigate these uncertain times together, and work to keep you on track with your education goals.

With the rising costs of college, families are taking a multigenerational approach to planning for education and other life goals.