The Agathos Group at Morgan Stanley

01/03/2024

Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.

12/07/2023

Our Team is pleased to share our latest monthly newsletter "Take Five". In this edition, we include reports on cutting-edge developments in artificial intelligence, Morgan Stanley’s economic outlook for 2024 and select planning insights. You can also visit our website via the newsletter, for additional updates from our Team.

12/05/2023

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.

12/05/2023

Giving gifts to family members remains a cherished part of the holiday routine for many. Let’s discuss some financially smart ways to approach this tradition. https://mgstn.ly/3uHpJoZ

12/01/2023

Need holiday gift inspiration? Our Gifts for Good guide features socially conscious organizations that give back. https://bit.ly/3T73aUT

11/29/2023

Thinking about year-end tax considerations? One option is diversifying a concentrated position. I wanted to share 4 strategies that may help.

Investment portfolios concentrated in a single stock can be risky. Learn to diversify without boosting your tax bill.

11/17/2023

Saving for retirement? Let’s talk about strategies to help reduce your taxable income and keep more of what you’ve saved.

Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.

11/10/2023

Veterans Day originated as “Armistice Day” on November 11th, 1919, the first anniversary of the end of World War I. Congress passed a resolution in 1926 for an annual observance, and November 11 became a national holiday beginning in 1938. Unlike Memorial Day, Veterans Day pays tribute to all American veterans—living or dead—but especially gives thanks to living veterans who served their country honorably during war or peacetime.

On this Veterans Day, we honor the bravery and dedication of those who serve our country. We are forever grateful for their service.

11/01/2023

Instead of reaching for the highest-yielding stocks, today's playbook calls for a focus on steady dividend growers. Find out more in On the Markets.

10/31/2023

Should investors be concerned about the surging national debt? Read our chief strategist’s view and let’s discuss implications for your portfolio, here.

Swelling federal debt could spell trouble for markets and the economy. How can investors prepare?

10/27/2023

An AI-powered brain implant helped a paralyzed patient speak through a digital avatar. Though scale and commercialization remain distant, the breakthrough shows the remarkable moonshot potential of brain-computer interfaces. Read more.

Brain-computer interfaces could one day help enable doctors to treat serious brain injury and restore mobility and cognition after paralysis.

10/24/2023

Thinking about your legacy? October is Estate Planning Awareness Month. Our team is equipped to help you understand how trusts can help you pass on assets to loved ones and establish them where needed.

You can’t take it with you, but through a trust, you can define how you want your life’s work and wealth to continue to benefit the people and causes you love and care for.