Stephen Hagy, Financial Advisor at Morgan Stanley

02/03/2022

Do you think the Fed is too far behind in addressing inflation? Or that it risks over-tightening the economy in response? Let's discuss how you can position your portfolio for either scenario.

A potential Fed policy error could alternately lead to slowed growth or untamed inflation. How to prepare for either scenario.

01/31/2022

Setting a goal is an important first step in creating an investment plan. Unsure of your financial goals? Let’s talk about how I can help.

With a clear goal in mind, investors can create a realistic plan for achieving it within a certain time frame. Here’s how.

01/26/2022

Are you concerned about continued volatility as the Fed tightens monetary policy? Let’s discuss strategies that may help your portfolio in turbulent markets.

Financial markets could hit more turbulence as the Fed accelerates money tightening. Why there may still be volatility ahead.

01/25/2022

Your data says a lot about you. This Data Privacy Week, understand how your personal information is used and collected and take control of your digital footprint. https://mgstn.ly/3qPyzg7

01/20/2022

How will your portfolio hold up as the Fed tightens policy in 2022? Let's discuss ways to help you navigate the tighter financial conditions ahead.

The latest run-up in interest rates may not be as fleeting as some investors think. What it could mean for portfolios.

01/20/2022

Travel? Volunteering? Exploring new hobbies? Whatever your pursuits may be in retirement, it’s essential to plan ahead for your spending needs. Let’s talk about strategies to help keep you on track.

Everyone has a different idea of their dream retirement. Whatever you envision, it’s essential to plan ahead so that your nest egg will last.

01/14/2022

Cybercriminals are making plans for the new year too. Learn more about evolving cyber schemes and how you can protect yourself online. https://mgstn.ly/3nqFfiv

01/08/2022

Start the new year off right by enrolling in our Spending and Budgeting tool on Morgan Stanley Online. Receive insight into where your money is going with an integrated dashboard that brings together your cash flow and activity for enhanced analysis. Learn more: https://mgstn.ly/3qjUhaz

01/06/2022

Will stock-market returns be harder to come by in 2022? Our top investment strategist thinks so. Let’s discuss strategies to help you navigate a more challenging investment landscape.

The U.S. stock market has rewarded passive investors handsomely in recent years, but that could soon change. Here’s how to navigate today’s more challenging investment landscape.

12/31/2021

Wishing you peace, love, and laughter in the New Year!

12/30/2021

Ring in the new year with confidence by enrolling in Spending and Budgeting. See where your money is going with access to an interactive dashboard and receive insights based on current vs. previous month spending and spending trends. Start today: https://mgstn.ly/3EhGJkW

12/28/2021

Wish you could send a hug to your loved ones this holiday season? Do the next best thing. Send money to friends and family with Zelle®, wherever they bank in the U.S. https://mgstn.ly/3m2rm9r