Brian F. Wilder, CFP, Financial Advisor at Morgan Stanley

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 U.S. Stock Market Outlook: A Time for Balance | Morgan Stanley 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.

They're tax friendly, flexible and available to anyone. Yet 529 education savings plans are still underused. Here are five things that parents, grandparents and anyone hoping to get a leg up on college costs need to know.

5 Things You May Not Know About 529s (But Should) | Morgan Stanley They're tax friendly, flexible and available to anyone. Yet, 529 education savings plans are still underused. Here are five things that parents, grandparents and anyone hoping to get a leg up on college costs need to know.

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

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Wishing everyone a happy and healthy New Year!

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

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.

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

Did the Fed Jump the Gun? | Morgan Stanley The U.S. central bank may be moving quickly to cut interest rates as inflation risks remain. How should investors proceed?

Wondering what to give this holiday season? Consider a gift that keeps on giving – contributions to a 529 plan can help cover future tuition bills and may provide potential tax benefits for the gift giver.

Give the Gift of Education This Holiday Season | Morgan Stanley Looking for a more meaningful gift this holiday season? Consider giving your children, grandchildren, nieces and nephews the gift of learning—through a 529 plan.

Today’s unique investing environment brings its own set of risks and opportunities. How can you prepare? Check out this article and let’s connect.

3 Risks in an Unfamiliar Market | Morgan Stanley Investors are navigating strange terrain with a surprisingly resilient economy, a top-heavy stock market and a deeply indebted government. Here’s how to stay on course.

Will markets keep up their momentum in 2024? Check out the latest market commentary and let’s discuss how to prepare your portfolio for next year.

Investors Aiming for Perfection in 2024 | Morgan Stanley Strong market performance this year has left investors with lofty expectations for 2024. Here’s why they may need to proceed with caution.

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.

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December 3rd is International Day of Persons with Disabilities. My colleagues and I at Morgan Stanley celebrate the achievements of all persons with disabilities and all the contributions they make in our workplaces and communities.

Whether you want to donate to charity or invest in a loved-one’s future, consider these tax-smart ways to help make your giving go further.

Tax-Savvy Ways to Give | Morgan Stanley If you’re inclined to help others, consider these tax-efficient ways to make your giving go further.

It’s Giving Tuesday! Discover how charitable giving can be beneficial for causes you care about and your financial plan. Let’s connect and discuss.

Should You Give on Giving Tuesday? | Morgan Stanley This international movement raised more than $3.1 billion for a diverse set of charities last year. Why not participate?

Stocks may rally through year-end, but what comes next? Let’s discuss longer-term portfolio moves for you to consider.

Cautious Moves for a Short-Sighted Market | Morgan Stanley Traders are anticipating a year-end equity rally, but longer-term investors may want to remain cautious. Here’s why.

May your hearts and homes be filled with gratitude this Thanksgiving.

Increased market volatility due to global and geopolitical market events has left many wondering where their portfolio risk is coming from. Morgan Stanley’s Portfolio Risk Platform paired with our risk advice can help you better understand where your portfolio risk is coming from and how it can be addressed. Connect with us to learn how the Portfolio Risk Platform and our risk advice can help you navigate the risk of volatile markets.

You Can’t Manage Portfolio Risk Without Seeing the Big Picture | Morgan Stanley What if there were a resource that could show you where your investment exposures are and how they might affect your returns in different scenarios?

You’ve worked hard to build wealth, now it’s time to protect your legacy. This 7-step estate planning checklist can help you plan for how your assets will be passed down to your beneficiaries.

Estate Planning Essentials: 7 Key Steps | Morgan Stanley Creating an estate plan can help protect your wealth and prevent hardship for your heirs.

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

Despite many investors being bullish on stocks, there’s evidence that they may need to prepare for a less rosy scenario. Let’s discuss how.

Don’t Be Fooled by the Latest Market Rebound | Morgan Stanley Many pundits are bullish on stocks, but there’s evidence that investors need to prepare for a less rosy scenario.

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.

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U.S. stocks have pulled back sharply. Should you prepare for more turbulence ahead? Check out the latest market commentary and let’s connect.

How to Weather the U.S. Stock Selloff | Morgan Stanley Tightening financial conditions, persistent inflation and a mixed earnings outlook could make for more stock-market turbulence. Here’s how investors can prepare.

Wishing you a Happy Halloween!

Minimizing the impact of taxes in your portfolio can help you build wealth over time. Let’s discuss what strategies might make sense for you.

These Steps May Reduce Your Taxes | Morgan Stanley A key strategy for boosting long-term investment returns is being smart about tax efficiency.

Should investors be concerned about the surging national debt? Read our chief strategist’s view and let’s discuss implications for your portfolio.

Investors Eye Risks as U.S. Debt Surges | Morgan Stanley Swelling federal debt could spell trouble for markets and the economy. How can investors prepare?

Even small contributions to a retirement fund can have a big impact for young investors. Let me know how I can help you get started.

The Millennial and Gen Z Guide to a Sweet Retirement | Morgan Stanley How the power of time can help savvy young investors grow an impressive portfolio.

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/498pbIH

You’ve worked hard to build wealth. Now it’s time to protect your legacy. Let’s work together on this 7-step estate planning checklist.

Estate Planning Essentials: 7 Key Steps | Morgan Stanley Creating an estate plan can help protect your wealth and prevent hardship for your heirs.

How can investors like you navigate today’s higher-interest-rate environment? Check out the latest market commentary and let’s discuss.

Why Higher Interest Rates May Not Go Away | Morgan Stanley Why interest rates and economic growth could surprise to the upside and how investors can prepare.

Claiming Social Security Benefits early may seem tempting, but waiting until full retirement age could lead to higher payments. Let’s discuss.

Social Security Benefits: It Can Pay to Wait | Morgan Stanley Maximizing your Social Security retirement benefits can help you achieve your financial goals.