Scott Duplantis Financial Advisor & Sr. Portfolio Manager at Morgan Stanley

Looking to maximize your after-tax return in 2024? Read below on how direct indexing can help you customize your investment strategy and potentially lower your tax bill.

Using Direct Indexing for Tax Savings and Flexibility | Morgan Stanley Learn more about the advantages of a direct indexing strategy and how it can help you meet your financial goals.

Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.

image.msmail.morganstanley.com

Macroeconomic Outlook 2024: Morgan Stanley Economists see slower growth in the year ahead as central banks focus on taming inflation.

Global Macroeconomic Outlook 2024 | Morgan Stanley In 2024, inflation should continue to fall, accompanied by a global slowdown in growth.

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets.

image.msmail.morganstanley.com

Saving for retirement? Let’s talk about strategies to help reduce your taxable income and keep more of what you’ve saved.

Tax-Smart Strategies to Consider for Your Retirement | Morgan Stanley Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.

Instead of reaching for the highest-yielding stocks, today's playbook calls for a focus on steady dividend growers. Find out more in On the Markets.

image.msmail.morganstanley.com

Thinking about your legacy? October is Estate Planning Awareness Month. Read below to see how a trust can help you pass on assets to loved ones.

Why You May Need a Trust | Morgan Stanley You can’t take it with you, but through a trust, you can define how you want your life’s work and wealth to continue to benefit the people and causes you love and care for.

Explore the pay, benefits and bonus structures that single family offices are using to attract and retain talent in Morgan Stanley’s latest benchmarking report. https://mgstn.ly/45zcpzQ

With weight loss drugs starting to change the way obesity is treated, implications for the food industry and related sectors are far-reaching. Find out more in On the Markets:

image.msmail.morganstanley.com

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

Have Markets Finally Adapted to Higher Rates? | Morgan Stanley 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.

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

Defending Your Small Business From Ransomware | Morgan Stanley Ransomware attacks can be a big problem for small businesses. Learn about prevention tips and recovery strategies.

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.

image.msmail.morganstanley.com

Going through a divorce can be financially and emotionally stressful. I’m here to help you regain a sense of control and avoid these common mistakes.

Money and Divorce: 6 Financial Mistakes to Avoid | Morgan Stanley Navigating the division of assets in a divorce can be a long and difficult process. Learn how to avoid mistakes and plan for your future.

With generative artificial intelligence likely to drive rapid change and potential opportunities, investors are looking to history as a guide. Find out more in On the Markets.

image.msmail.morganstanley.com

Planning an international trip? Here are a few money tips to help you enjoy your travels.

Smart Money Moves When Traveling Abroad | Morgan Stanley Consider these tips when planning for foreign travel and perhaps save yourself time, money and headaches.

College can be a challenging time for many students, but it’s also an opportunity to establish good financial habits. Below are some tips to pass along before small budgeting missteps lead to long-term problems.

Sage Credit Advice for College Students | Morgan Stanley Teach your college-age child to avoid debt pitfalls, control impulse buying and create a clean credit report for life.

Despite upcoming risks to economic growth, opportunities in a variety of areas persist, including among developed market bonds and Japanese and emerging market equities. Find out more in On the Markets midyear outlook edition.

image.msmail.morganstanley.com

How can you create a family business that lasts? Learn about six key priorities to building a family enterprise that endures throughout the generations. Reach out if you’d like to discuss.

Bitly | Too Many Requests | 429 Error This is a 429 error. Try accessing this page directly or wait a few minutes and try again. Everyone has their limits, and we're getting too many requests right now.

Amid elevated economic, fiscal and geopolitical risks, gold's role as a safe haven and diversifier is as important as ever. Find out more in our latest On the Markets.

image.msmail.morganstanley.com

With my oldest son Talon graduating elementary school and making his way to middle school, there is no better time than now to start thinking and planning for college. I have below a helpful page with various different resources to help you along the process, no matter what stage you are at.

Education Planning Center: 529 Plans and More | Morgan Stanley With education costs rising, paying for college has become a major life expense that requires smart planning. Find answers to key questions here.

Health care offers the right combination of offense and defense to navigate a challenging economic outlook. Find out more in On the Markets.

www.morganstanley.com

In uncertain markets, alternative investments may be useful. They can provide income, help diversify your portfolio and serve as an inflation hedge.

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

Thinking about your legacy? Learn how a trust can help you pass on assets.

Why You May Need a Trust | Morgan Stanley You can’t take it with you, but through a trust, you can define how you want your life’s work and wealth to continue to benefit the people and causes you love and care for.

Near-term market action can stoke powerful emotions and cloud judgment. Click the link below to read the article discussing different patterns of financial behavior.

Rational Investing in an Age of Uncertainty | Morgan Stanley When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

In this article from Barron’s, our CEO James Gorman explains how the power of scale has enabled Morgan Stanley’s sustained success in an unpredictable market.

Barron's | Inside Morgan Stanley’s Success—and What’s Ahead Morgan Stanley plans to hit $10 trillion in client assets over the next decade

Is recent news about the banking industry giving you more questions than answers? This week’s market commentary from Morgan Stanley can help you put things in perspective.

Why Investors Should Brace for ‘Stagflation’ | Morgan Stanley Turmoil in the banking system increases the odds of recession, higher unemployment and untamed inflation. Here’s how to prepare.

Breakthroughs in artificial intelligence may help fuel economic activity and productivity growth in the decades to come.

Megatrends: Powering a New Automation Age | Morgan Stanley Aging populations and the lower cost of technology are propelling companies to invest more in productivity-boosting automation. What could this mean for your portfolio?

Although contagion risk from regional banks appears limited following policy actions, equities remain vulnerable to a lending slowdown. Find out more in On the Markets: https://mgstn.ly/3zIvDFq