The Warner Center Group at Morgan Stanley

08/11/2023

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.42% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/43HkW2O

07/17/2023

In uncertain markets, alternative investments may be useful. They can provide income, help diversify your portfolio and serve as an inflation hedge. Let’s discuss if any strategies make sense for you.

In the current environment, strategies that worked before may not be effective. Alternative investments could play a valuable role in your portfolio.

06/07/2023

Where can investors like you find opportunities in dividend stocks today? Here are four areas our strategists are watching.

Dividend stocks in industrials, health care, consumer staples and global markets could help your portfolio stay resilient in today’s uncertain environment.

12/15/2022

Your tax situation is as unique as your investment goals. That’s why we’ve enhanced Tax Management Services custom client preferences to create a personalized experience tailored to your needs. https://mgstn.ly/3DAClA6

11/17/2022

Did you know that you can use investment losses to offset taxes? Tax-loss harvesting may be especially useful now, in what's been a rough year for stocks and bonds alike. Learn about opportunities here: https://mgstn.ly/3EoYJgj

10/07/2022

Volatility is pushing the bond market closer to a bottom. Let’s discuss fixed-income investments that may be worth considering.

Recent volatility in bonds may be pushing the market closer to a bottom. How can investors find advantage?

09/22/2022

The Fed’s fight against inflation looks far from over. Is your portfolio prepared? Let’s discuss ways to help you navigate what’s ahead.

Rising inflation has roiled markets, but under the surface, stock investors seem relatively calm. Should they be?

08/31/2022

The cybersecurity sector is growing and creating new ways to keep data safe. See how you can position your portfolio for this megatrend.

The cybersecurity sector is rapidly growing and developing new ways to guard against sophisticated attacks. How can you take advantage of the long-term investment opportunity?

07/14/2022

Let’s have a mid-year conversation on your investing goals. Connect with me so we can go over a plan.

Learn what to do if you are off track on your financial goals. Consider these planning tips from Morgan Stanley professionals to help you adjust.

06/24/2022

On Bloomberg, Morgan Stanley Wealth Management’s Dan Skelly explains that while stocks could sell off further on weaker earnings, he doesn’t see a recession occurring and triggering yet another phase of selling.

Part 1 of the current bear market was likely about inflation and interest-rate concerns. Next, says Morgan Stanley Wealth Management’s Dan Skelly, may be a sell-off driven by weaker earnings—perhaps a drop of another 5% to 10%.

05/12/2022

Qualified investors may be able to use alternative investments to help reduce volatility, enhance returns, manage taxes and earn more income while maintaining a goals-based approach for asset allocation. Learn more about how we can help diversify your portfolio with alternatives.

Diversify your portfolio with alternative investments strategies, including private equity, hedge funds and more, aimed to reduce volatility and enhance returns.

04/29/2022

S&P 500 has biggest daily gain since March 9 as mega-cap tech earnings drive markets higher. 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.