Thomas ORourke, Financial Advisor at Morgan Stanley

A directed trust can be a helpful estate planning tool for bequeathing valuable assets to beneficiaries. Let's connect to discuss if this strategy is right for you.

Enhancing Flexibility and Control with Directed Trusts | Morgan Stanley www.morganstanley.com

As you prepare for Tax Day, discover the tools and strategies available to you with Morgan Stanley's Total Tax 365.

Your Guide to Tax-Efficient Planning | Morgan Stanley www.morganstanley.com

Automakers are racing toward a future where software, not hardware, will define cars. The shift is forcing manufacturers to put computers at the center of vehicle design. Here's how software will continue to change the market, and the way we drive.

The Future of Cars | Morgan Stanley www.morganstanley.com

Investors want to know how to weigh the impacts of global conflict and geopolitical tensions. Morgan Stanley Research offers insights on Red Sea disruption to oil supplies, trade flows and regional economies.

What Global Turmoil Could Mean for Investors | Morgan Stanley www.morganstanley.com

What's the market missing on airline demand, decarbonization's investment potential, India stocks and more? Morgan Stanley Research's annual "Big Debates" series explores what could move stocks in 2024.

5 Unexpected Investment Ideas for 2024 | Morgan Stanley www.morganstanley.com

From "Margin Expanders" to "Trailblazers," discover four types of companies our strategists see leading the AI revolution—and how you can invest.

Megatrends: How to Invest in the AI Boom | Morgan Stanley www.morganstanley.com

Is your portfolio future-proof? Morgan Stanley Research identifies its top three long-term investment themes, and explains how longevity, artificial intelligence and the clean energy transition will impact markets in 2024 and beyond.

Three Investing Trends for 2024 and Beyond | Morgan Stanley www.morganstanley.com

The U.S. economy appears to have achieved a "soft landing"—but what comes next? Check out the latest market commentary and let's connect.

What Comes After the Soft Landing? | Morgan Stanley www.morganstanley.com

Can today's economic strength help lift stocks in 2024? Check out the latest market commentary and then let's connect.

A Bull Run Could Ride on the Labor Market | Morgan Stanley www.morganstanley.com

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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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.

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?

Interested in donating more complex assets this season? Let’s talk about how to make donations to your Morgan Stanley GIFT account.

Donor Advised Funds: A Smart Way to Manage Your Giving | Morgan Stanley There’s more to charitable giving than you may realize. Here’s one method that may be tax-efficient and can help maximize your impact.

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

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

It’s the giving season! Learn how to avoid common charitable giving scams with these helpful tips.

Security Tips for the Giving Season | Morgan Stanley Reduce the risk of fraud and help ensure your money is going to a deserving charity instead of a devious criminal by following these tips.

Don’t get fooled by these five holiday scams. Find out how to protect yourself.

Five Holiday Scams to Avoid | Morgan Stanley Stay a step ahead of cybercriminals this season by being aware of these scams.

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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As we look to close out the year on a healthy and hopeful note, let’s discuss ways to support the people you care for and the causes you value most.

Your 2023 Guide to Holiday Giving | Morgan Stanley As you reconnect with loved ones for the holidays, consider these impactful ways to give.

Thinking about your legacy? October is Estate Planning Awareness Month. Let’s connect and discuss 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.

Your retirement has the potential to be the most fulfilling period of your life. Let’s work together on your financial and personal plan as you transition from work life to retired life.

Are You Prepared For Retired Life? | Morgan Stanley Your retirement has the potential to be the most fulfilling period of your life–but you need to have a plan for your time as well as your finances.

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?

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.

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.

It’s Fraud Awareness Week. Discover common scams and how to stop a fraudster in their tracks.

Sidestep Social Engineering Scams | Morgan Stanley Cybercriminal activity continues to evolve. Stay up-to-date about common schemes you might encounter so you can help prevent fraud.

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.

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?

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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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?

What do the stronger U.S. dollar and rising oil prices mean for your portfolio today? Read the latest market commentary and let’s discuss.

Double Trouble: A Strong Dollar and Rising Oil Prices | Morgan Stanley The U.S. dollar and oil prices are surging in tandem, creating a dual threat for global economies, companies and consumers. How can investors prepare?

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.