Julie Canterbury, Financial Advisor at Morgan Stanley

12/13/2022

Are you aware of the potential difference in lifetime savings from a tax-smart portfolio? Here are some strategies we can discuss as part of a year-end planning conversation.

Tax strategies can have a surprisingly large potential impact on lifetime wealth accumulation. Here are some of the techniques that could help you keep more money growing.

12/13/2022

Tax-smart investing can help lower your tax burden and grow your wealth over time. Before the new year, let’s discuss strategies available to you.

A key strategy for boosting long-term investment returns is being smart about tax efficiency.

12/13/2022

As you consider financial gifts to children or other family members, you may also want to think about how you’d like your gifts to be used. Let’s discuss options to consider.

As you consider gifting options, ask yourself how you would like financial gifts made to children or other family members to be used.

12/12/2022

US stocks rally on Monday ahead of highly anticipated November CPI report. 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.

12/07/2022

Our strategists forecast economic slowing in the U.S. next year, but not an outright recession. How should you position your portfolio? Let’s connect.

Investors should shift their focus from Fed rate hikes to consumer activity and the health of the U.S. economy.

12/06/2022

US stocks extend declines Tuesday as the economic outlook remains cloudy. 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.

12/06/2022

Cybercriminals don’t take the holidays off. Be aware of these five common scams.

Stay a step ahead of cybercriminals this season by being aware of these scams.

12/06/2022

S&P 500 records lowest daily return in nearly a month as Treasury yields spike on Monday. 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.

12/05/2022

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.

12/05/2022

Get a clearer picture of an investment’s environmental and social impact. Let’s discuss how our tools can help you meet your values-based investing goals.

Discover our Impact Signal and Diversity, Equity and Inclusion Signal tools to find investing opportunities that align with your values and could meet your goals.

12/01/2022

As a challenging year winds down, opportunities have materialized in fixed income and emerging markets stocks. Learn more about our 2023 outlook in On the Markets. https://mgstn.ly/3Wra4mY

12/01/2022

Don’t be fooled by scammers this holiday season. Send Money with Zelle® shows which of your contacts are already enrolled with Zelle®. Only use Zelle® to gift money to those you know. Learn more here: https://mgstn.ly/3ioTLYE