James Bishop, Financial Advisor at Morgan Stanley

The Fed may soon start the much-anticipated rate cuts, but how far and how fast will it go? It's complicated.

How Far, How Fast? brightcove.net

Today, we remember the lives lost, honor the heroes who emerged, and reflect on the resilience and unity that arose from the tragedy of 9/11. We will never forget.

Our next 2024 Election Insights event on Thursday, September 12 will feature exclusive perspectives from Morgan Stanley thought leaders on the domestic and international policy issues that could impact investors.

Join us:
https://livesocial.seismic.com/arIr2E

Happy Labor Day weekend! Wishing you a relaxing and well deserved day off.

Tax policy changes could be on the horizon with the 2024 election. Here are answers to key questions you may have.

Tax Policy and Your Portfolio | Morgan Stanley morganstanley.com

The mid-year is an excellent time to review your financial goals and assess your progress. For additional guidance and resources, be sure to check out my website, where you will find tools and resources to help you achieve your financial objectives. https://livesocial.seismic.com/aK9aEL

When market volatility picks up, it's important to stay focused on your goals. Here are some common mistakes to avoid—and what to do instead.

Top 5 Mistakes Investors Make in Volatile Markets | Morgan Stanley morganstanley.com

Happy Financial Awareness Day! Today is a great opportunity to reflect on your financial goals and take charge of your financial journey.

https://livesocial.seismic.com/allhxG

How should you position your portfolio ahead of Fed rate cuts? Let's discuss what strategies make the most sense for you. Learn more here.

Rethinking the Rate-Cut Playbook | Morgan Stanley morganstanley.com

Learn more about how your investment decisions can create a positive economic, social and environmental impact and make a meaningful difference in the world. Join our next Wealth Education for the Next Generation session on Monday, August 5 at 4PM ET. Register here:
https://livesocial.seismic.com/au2mNM

How could the General Election impact the markets, the economy, taxes and your portfolio? Join us on July 31st for a conversation with Morgan Stanley's Michael J. Stein, Global Head of Government Relations, and Monica Guerra, Head of U.S. Public Policy, for their perspectives. Register here:
https://livesocial.seismic.com/aL6sId

Your financial objectives are unique to you. Let's create a tailored investment strategy that aligns with your goals. Reach out to me for a chat.

Why Having a Goal Is Key to Investing morganstanley.com

Tired of managing multiple accounts? Discover how consolidation can help you combat 'account sprawl' and simplify your financial journey.

Help Simplify Your Life through Financial Consolidation morganstanley.com

Mortgage rates are forecast to drop in 2024, but affordability likely won't return to pre-pandemic levels. Morgan Stanley's wrap-up of the latest real estate trends looks at what that means for buyers, sellers, investors and policymakers.

Navigating Real Estate & Homeownership in 2024 www.morganstanley.com

It's never too early to start planning for your financial goals as a couple to make sure you're both on the same page. Review these tips and let's discuss how I can help you set up a plan.

6 Money Questions to Ask Your Partner Before You Commit morganstanley.com

Good news! Morgan Stanley clients with eligible brokerage accounts can now earn up to 5.73% Annual Percentage Yield. We now have a limited-time promotion of our 6-month New Money Certificate of Deposit (CD). Learn more and contact me to take advantage of this competitive CD offer until 8/20/2024:
https://livesocial.seismic.com/aWYvee

Happy 4th of July! Today we honor our independence and cherish our unity. Wishing you a wonderful 4th spent with family and friends.

Developing the technologies that can help us live longer and healthier may take years or decades and require significant investment. Here's what investors need to know.

The New Technologies for Longer, Healthier Lives www.morganstanley.com

In a positive sign for airlines, cruise operators, hotels and casinos, a Morgan Stanley Research survey finds high-end consumers are planning to spend more on their vacations this summer.

Summer Travel Prepares for Takeoff www.morganstanley.com

Happy Father's Day to all the incredible fathers and father figures out there! Enjoy your special day.

How may November's outcome impact investors? Join Morgan Stanley's Michael J. Stein, Global Head of Government Relations, and Michael Zezas, Global Head of Fixed-Income and Thematic Research, on Tuesday, June 18 to hear their perspectives.

General Election & The Markets – Tuesday, June 18, 12:00 PM ET morganstanley.webcasts.com

We help business owners and entrepreneurs build, preserve and manage wealth so they can pursue their financial goals. Register and join us on Wednesday, June 5th at 4PM ET for an exclusive virtual event to learn about the suite of resources Morgan Stanley offers to support your business through every stage of its life cycle.

Morgan Stanley Support for Each Stage of Your Business morganstanley.zoom.us

I am excited to announce that the latest edition of my monthly newsletter is now live on my website. Please visit the "My Story and Services" tab to check out the May 2024 edition. Click the link below to explore now! https://livesocial.seismic.com/aJgVkh

On this Memorial Day weekend, I would like to express my gratitude for the brave individuals who sacrificed their lives for our country. Thank you for your unwavering support and sacrifices. We owe a debt of gratitude to all who have served and their families who have endured so much. Our Offices will be closed on 05/27.

Even in an election year, inflation seems to be leading the headlines. Here's why Morgan Stanley Research thinks the election's outcome isn't likely to have a big impact in the near term on inflation or the macroeconomic picture.

Election 2024: Inflation Outlook www.morganstanley.com

Humans are living longer than ever before. How can we make the most of our extra time? Register and join us on Monday, May 20, for an insightful discussion with Dr. Joseph Coughlin, Director of the MIT AgeLab.

Lessons on Longevity with Dr. Joseph Coughlin morganstanley.webcasts.com

Disability Insurance Awareness Month in May aims to raise awareness about the importance of income protection. Let's discuss the coverage that makes sense for you.

Protecting Your Income from the Unexpected | Morgan Stanley www.morganstanley.com

Happy Mother's Day to all the Moms out there. Thank you for all that you do!

As you consider financial gifts to children or other family members, you may also want to think about how you'd like your gifts to be used.

Next Generation Gifting Considerations | Morgan Stanley www.morganstanley.com

Happy Cinco de Mayo! May this day be filled with celebration.