Alastair Patterson Financial Advisor at Morgan Stanley

01/09/2024

January is Financial Wellness Month. Celebrate by making sure your finances are prepared to help you achieve the future you want. Learn how by visiting our Planning for the Future page. https://mgstn.ly/3NVlHQE

11/28/2023

With weight loss drugs starting to change the way obesity is treated, implications for the food industry and related sectors are far-reaching. Find out more in On the Markets:

11/23/2023

Stocks may rally through year-end, but what comes next? Let’s discuss longer-term portfolio moves for you to consider.

Traders are anticipating a year-end equity rally, but longer-term investors may want to remain cautious. Here’s why.

11/16/2023

Estate planning can be an emotionally and financially complex task, but a well-informed plan can make a big difference for your loved ones. Learn more and explore other estate planning video insights from Morgan Stanley here: https://mgstn.ly/3R16C1K

11/09/2023

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

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.

09/05/2023

The battle between hackers and cybersecurity teams has extended to the world of AI. Learn how to protect yourself.

In the evolving landscape of artificial intelligence (AI), both cybersecurity teams and hackers are using AI to their advantage.

08/31/2023

Even small contributions to a retirement fund can have a big impact for young investors. Let me know how I can help you get started.

How the power of time can help savvy young investors grow an impressive portfolio.

08/29/2023

The closer to retirement, the more vulnerable you may be to adverse market conditions. Let’s discuss how you can prepare for the market’s unknowns during your golden years.

The market can influence your decision of when to retire. Learn how to help protect your nest egg, including the potential role of annuities in retirement.

08/18/2023

Preparing for the unexpected is a key aspect of financial planning. Let’s discuss how a custom life insurance policy can help protect your family.

Learn how life insurance can help you protect your loved ones and help ensure their financial security.

08/15/2023

Morgan Stanley clients with eligible brokerage accounts can earn 5.00% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/452hK2D

08/10/2023

Will the U.S. stock market keep rallying in 2023? Check out the latest market commentary and let’s discuss what portfolio moves make sense for you.

Despite favorable conditions for the U.S. economy and markets today, investors may still want to brace for a pullback.

08/08/2023

Recent advancements in artificial intelligence (AI)—including machine learning and natural language processing—can be powerful tools for sustainability-focused investors. But make sure you are aware of the risks and questions to ask when assessing AI capabilities. Let's chat.

Learn the biggest applications of artificial intelligence for sustainable investing, risks and questions ESG investors should ask when assessing AI tools.