The Morrow Group, Financial Advisors at Morgan Stanley

12/07/2021

We hope you will join us for a special holiday season Lessons in Leadership event with Leslie Odom Jr., Tony and Grammy Award-Winning Artist, on Wednesday, December 8 at 8:00 PM ET. Register here: https://mgstn.ly/3klBJVa

11/30/2021

Labor shortages are just one of the ways the pandemic is fundamentally reshaping the U.S. workforce. Here's Wealth Management Chief Investment Officer Lisa Shalett’s perspective on what it could mean for investors.

Labor shortages in the U.S. may not be so temporary, with significant implications for inflation, monetary policy, earnings and stocks.

10/20/2021

It was great to see many of our clients and friends in person last week. We look forward to continuing to engage in the coming months. Stay tuned.

10/12/2021

As companies accelerate the move to cloud computing, cybersecurity challenges have intensified. Learn how two key software markets are poised to converge to mitigate new threats.

As cyber threats follow enterprises into the cloud, two key software markets are set to converge. A look at the opportunities for investors.

10/11/2021

We're looking forward to getting back together with clients and friends (finally!). We are hosting an event this Wednesday evening at the Fairfield County Hunt Club. We’ve asked Joe Del Vecchio, Managing Director at JPMorgan, to discuss some of the best investment ideas for the remainder of the year. We will provide drinks and appetizers in an outdoor setting, as well as some friendly conversation.

If you would like to attend or learn more about this event please contact us, or you can find more information at our website link below.

The Morrow Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, Philanthropy, Mosaic, Retirement for Plan Sponsors, and Financial Wellness.

10/06/2021

It has been a long time since we've been able to get together with clients and friends. We will be hosting an event at the Fairfield County Hunt Club on the evening of October 13. We’ve asked Joe Del Vecchio, Managing Director at JPMorgan, to discuss some of the best investment ideas for the remainder of the year. We will provide drinks and appetizers in an outdoor setting, as well as some friendly conversation.

If you are interested in attending or learning more about the event please contact us or view the link below for additional information.

[email protected]

https://advisor.morganstanley.com/the-morrow-group/documents/field/m/mo/morrow-group/JPMorgan%20GTM_10-21_FINAL.pdf

09/29/2021

The end of the year will be here before you know it. Learn the money moves you can make this fall to help set yourself up for success in 2022 and beyond.

Learn key financial planning tips to start 2022 off right and reach your long-term goals, including asset allocation, estate planning, taxes and charitable giving.

09/23/2021

Although only Elle would stop for a picture before running into the class, both she and Ophelia started school last week. I can’t believe how fast the time goes and how quickly they are growing up.

09/21/2021

Electrification could represent a $45 billion market opportunity by 2030. Morgan Stanley Research finds that investing in electrical-gear makers may offer access to this trend at potentially lower risk.

Are electrical markets a lower-risk way of playing compelling investment themes such as electric vehicles, grid modernization, energy storage and distributed power? A unique take for investors.

08/17/2021

America’s new boomtowns: Did the pandemic really spark a permanent exodus from cities? Morgan Stanley analysis finds that the answer is more nuanced and positive than you might think. Here’s a look at which U.S. cities are booming, which have yet to bounce back, and what it could mean for assets tied to urban living.

Investors thought COVID caused an exodus from cities, but Morgan Stanley analysis shows that many cities are booming or rebounding. A look at the implications for assets tied to urban living.

08/09/2021

Join us on August 24 at 6:30 PM ET for a virtual conversation with Carli Lloyd, Olympic Gold Medalist, World Cup champion and two time FIFA World Player of the Year. Carli will share how hard work, dedication, sacrifice and the relentless pursuit to be better every day has helped her to continuously elevate her game, no matter what the circumstances or pressure. You can find the registration page on our website at the link below.

https://advisor.morganstanley.com/the-morrow-group -clients