Capital Plaza Group at Morgan Stanley

01/12/2024

After 2023’s market rally, what should you expect for U.S. stocks this year? Check out the latest commentary and let’s connect.

2024 is more likely to be an average year for markets than a double-digit winner. Find out why and what it means for your portfolio.

01/08/2024

With the Fed signaling rate cuts in 2024, how should you invest? Let’s discuss portfolio moves to consider.

The U.S. central bank may be moving quickly to cut interest rates as inflation risks remain. How should investors proceed?

12/29/2023

Wishing everyone a happy and healthy New Year!

11/22/2023

Be grateful for everything you have, and enjoy this day to the fullest. Happy Thanksgiving, everyone!

11/13/2023

Join us on November 15 for a timely update on the complex events currently unfolding in Washington with Michael Stein, Morgan Stanley’s Global Head of Government Relations. https://bit.ly/49CiqPA

11/10/2023

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

11/08/2023

If you’ve been named as your parent’s executor, you’ll find it’s a role with both emotional and administrative tasks. Here are some key guidelines:

If you’ve been named as your parent’s executor, you’ll find it’s a role with both emotional and administrative tasks. Here are some key guidelines.

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.

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

10/17/2023

The number of U.S. workers with multiple income streams is increasing steadily, with earnings of $200 billion today poised to double by 2030. Generative AI could help these “multi-earners” hold down their many jobs.

The number of U.S. workers with multiple income streams is increasing steadily, with earnings of $200 billion today poised to double by 2030. Generative AI could help these “multi-earners” hold down their many jobs.

10/11/2023

Many investors focus on tax-loss harvesting toward year end but it's a strategy that can help you year-round. What is tax-loss harvesting exactly, and how do some investors use it to opportunistically reduce their tax bills?
Hope you find this article helpful!

What is tax-loss harvesting exactly, and how do some investors use it to opportunistically reduce their tax bills?

09/26/2023

What financial goals do you want to achieve before year-end? Let’s talk about moves you can make this fall to help set yourself up for success.

Learn the money moves you can make this fall to set yourself up for success in 2024 and beyond. Find tips on investing, taxes, charitable giving and more.

09/19/2023

Wondering if a government shutdown could affect your investments? Check out the latest commentary from our public policy strategist and let’s connect.

A U.S. government shutdown looks increasingly likely. Here are the answers to investors’ top three questions.