Brent Faulk Vice President Financial Advisor at Morgan Stanley
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Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.
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.
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.
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:
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.
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.
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.
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.
Health care offers the right combination of offense and defense to navigate a challenging economic outlook. Find out more in On the Markets.
04/06/2023
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/43d5YSP
03/20/2023
You still have time to max out your IRA contributions for the 2022 tax year (if eligible). Contribute by the April 18, 2023 deadline and invest in your future retirement today.
Tax-Smart Strategies 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.
03/13/2023
Recent legislation has made 529 Plans more flexible, giving families one more reason to invest for their loved one’s future education expenses. Listen to this audiocast to learn why: https://mgstn.ly/3EPBBrc
03/10/2023
After an aggressive rate hiking cycle in 2022, we may need to acknowledge that perhaps the economy is less interest rate-sensitive than previous years. Hear more from Chief Investment Officer & Head of the Global Investment Office Lisa Shalett:
03/06/2023
As you prepare to file your 2022 taxes, let’s meet and discuss opportunities to implement additional tax-efficient strategies to your financial plan.
Are You Prepared for Tax Day? | Morgan Stanley The countdown to Tax Day has begun. Here are some steps you can take as the deadline approaches.
03/01/2023
Recent developments could encourage the Fed to raise rates further and keep them higher for longer than previously expected. Find out more in On the Markets. https://mgstn.ly/40e3VwB
02/23/2023
Are you concerned about having too much of your portfolio in a few stocks or even just one company? Let’s discuss tax-smart ways to diversify your investments.
4 Tax-Smart Ways to Diversify Your Portfolio | Morgan Stanley Investment portfolios concentrated in a single stock can be risky. Learn to diversify without boosting your tax bill.
02/16/2023
Concerned about market losses impacting your retirement plan? Let’s discuss five strategies that may help protect your savings.
Protecting Your Retirement From Market Volatility | Morgan Stanley The unpredictability of financial markets can disrupt even the best-laid retirement plans. These five strategies may help investors stay on track.
02/09/2023
A relatively resilient labor market and still strong capital spending backdrop suggest an economic recession may be technically avoided. Hear more from Chief Investment Officer & Head of the Global Investment Office Lisa Shalett:
02/06/2023
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.
02/01/2023
Transformative capital spending could drive new leadership in areas such as energy, infrastructure and real estate in coming years. Find out more in On the Markets. https://mgstn.ly/40e3VwB
01/31/2023
Near-term market action can stoke powerful emotions and cloud judgment. The team and I can help you stay focused on long-term investment goals. Let’s connect.
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?
01/30/2023
Paying for college has become a major life expense that requires smart planning. Morgan Stanley offers a suite of education savings products that can help you achieve your goals. Learn more.
529 Plans: A Powerful Tool to Save for Education | Morgan Stanley Though education costs continue to climb, starting to save early can make a difference.
01/27/2023
Could you be keeping more of what you earn? Let’s discuss strategies to help reduce the impact of taxes on your portfolio all year round, part of Morgan Stanley’s Total Tax 365 approach.
Want to Keep More of Your Investment Returns? Consider These Tax Moves | Morgan Stanley Establishing a tax management strategy for your investments can help you keep more of your returns.
01/16/2023
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
01/05/2023
The “Jock Tax” may take a serious bite out of the earnings of athletes, entertainers, and others who earn income conducting business in multiple states. Morgan Stanley recently sat down with EisnerAmper to discuss planning for the "Jock Tax." Listen to this audiocast to learn more: https://mgstn.ly/3FNcq9N
01/03/2023
In this year of transitions, focus on getting paid to wait. Consider allocations to fixed income, dividend growers and areas with low expectations, like China and EM. Find out more in On the Markets. https://mgstn.ly/3Z6ozy4
12/19/2022
Tax-smart investing can help lower your tax burden and grow your wealth over time. Before the new year, let’s discuss strategies available to you.
Want to Keep More of Your Investment Returns? Consider These Tax Moves | Morgan Stanley Establishing a tax management strategy for your investments can help you keep more of your returns.
12/16/2022
Before welcoming 2023, let’s takes some time to review this year’s financial progress towards your goals and plan for your priorities in the new year.
6 Ways to Start Fresh Financially in 2023 | Morgan Stanley Heading into the New Year, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These six steps can get you started.
12/16/2022
Inflation is expected to come down in 2023, which may lead to investment opportunities in fixed income, commodities and real estate to name a few. Hear more from Chief Investment Officer Mike Wilson:
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