Victor Kurtz, Wealth Advisor at Morgan Stanley

07/04/2025

09/27/2023

How could the Fed’s latest decision on interest rates affect your investments? Check out this week’s market commentary and let’s connect.

The Fed has long warned of sticky inflation and a need to keep interest rates aloft. Now markets seem to be listening. Here’s what that could mean for your portfolio.

09/26/2023

The S&P 500 Index declines amid economic data pointing to softening conditions. 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.

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.

09/21/2023

The S&P 500 Index declined over labor data that reinforces a higher-for-longer path for rates. 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.

09/21/2023

Learn how you can use tax-efficient strategies to gift to family members and help preserve your family's wealth for the long term. Click play for video insights from Morgan Stanley and learn more here: https://mgstn.ly/48inqYZ

09/20/2023

Will a big upturn in corporate profits help boost U.S. stocks next year? Check out the latest market commentary and let’s discuss.

Sticky inflation, bloated inventories and a weary U.S. consumer could dash investors’ hopes for resurgent corporate earnings in 2024.

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.

09/15/2023

Social Media: S&P 500 Index falls, as a quadruple-witching event spurs volatility. 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.

09/14/2023

Think you’re immune to ransomware attacks? Unfortunately, that’s not the case. Apply these prevention strategies to help deter cybercriminals.

Ransomware attacks can be a big problem for small businesses. Learn about prevention tips and recovery strategies.

08/31/2023

Rapid developments in reshoring, energy transformation and data generation could make this a watershed moment for infrastructure investing. Find out more in On the Markets.

08/30/2023

Will the U.S. stock market’s recent lull in performance continue? Check out the latest market commentary and let’s connect.

Surging interest rates, a deteriorating Chinese economy and mixed U.S. economic results may continue to weigh on stocks.