Robin Sherwood-Barrie, Wealth Advisor at Morgan Stanley

Harnessing Morgan Stanley's global resources and intellectual capital, we can help to create a financial strategy that works for you and your family.

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2024 U.S. Stock Market Outlook: A Time for Balance | Morgan Stanley 01/10/2024

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.

01/03/2024

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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Did the Fed Jump the Gun? | Morgan Stanley 12/20/2023

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?

Security Tips for the Giving Season | Morgan Stanley 12/19/2023

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.

3 Risks in an Unfamiliar Market | Morgan Stanley 12/14/2023

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.

Investors Aiming for Perfection in 2024 | Morgan Stanley 12/07/2023

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.

Five Holiday Scams to Avoid | Morgan Stanley 12/07/2023

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.

12/05/2023

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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12/01/2023

Need holiday gift inspiration? Our Gifts for Good guide features socially conscious organizations that give back. https://bit.ly/49V2jNb

Global Macroeconomic Outlook 2024 | Morgan Stanley 11/30/2023

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.

Cautious Moves for a Short-Sighted Market | Morgan Stanley 11/22/2023

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.

Tax-Smart Strategies to Consider for Your Retirement | Morgan Stanley 11/17/2023

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.

Your 2023 Guide to Holiday Giving | Morgan Stanley 11/16/2023

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.

Sidestep Social Engineering Scams | Morgan Stanley 11/13/2023

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.

Don’t Be Fooled by the Latest Market Rebound | Morgan Stanley 11/09/2023

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.

11/01/2023

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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How to Weather the U.S. Stock Selloff | Morgan Stanley 11/01/2023

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.

Investors Eye Risks as U.S. Debt Surges | Morgan Stanley 10/25/2023

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?

Moonshot: AI Brain Implants | Morgan Stanley 10/24/2023

An AI-powered brain implant helped a paralyzed patient speak through a digital avatar. Though scale and commercialization remain distant, the breakthrough shows the remarkable moonshot potential of brain-computer interfaces.

Moonshot: AI Brain Implants | Morgan Stanley Brain-computer interfaces could one day help enable doctors to treat serious brain injury and restore mobility and cognition after paralysis.

The Top Cybersecurity Terms You Need to Know | Morgan Stanley 10/19/2023

You’ve probably heard of cybersecurity terms like ransomware, phishing and encryption. But do you really know what they mean? Our guide breaks down what you should know.

The Top Cybersecurity Terms You Need to Know | Morgan Stanley When it comes to cybersecurity, knowledge is your first line of defense.

10/16/2023

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/46U05eD

Why Higher Interest Rates May Not Go Away | Morgan Stanley 10/11/2023

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.

Double Trouble: A Strong Dollar and Rising Oil Prices | Morgan Stanley 10/04/2023

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?

10/03/2023

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:

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10/03/2023

Fall season means new car savings! For my Reserved clients, check out Morgan Stanley Reserved’s automobile offers from BMW, Lexus, Mercedes-Benz, Audi and more: https://mgstn.ly/3PJSIR0

Have Markets Finally Adapted to Higher Rates? | Morgan Stanley 09/27/2023

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

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.

Fall Planning for Your Finances | Morgan Stanley 09/26/2023

What financial goals do you want to achieve before year-end? Let’s talk about moves you can make this fall to help set yourself up for success.

Fall Planning for Your Finances | Morgan Stanley Learn the money moves you can make this fall to set yourself up for success in 2024 and beyond. Find tips on investing, taxes, charitable giving and more.

09/21/2023

Learn how you can use tax-efficient strategies to gift to family members and help preserve your family's wealth for the long term. Click play for video insights from Morgan Stanley and learn more here: https://mgstn.ly/46jgfh5

Investors Shouldn’t Bank on Resurgent Corporate Earnings | Morgan Stanley 09/20/2023

Will a big upturn in corporate profits help boost U.S. stocks next year? Check out the latest market commentary and let’s discuss.

Investors Shouldn’t Bank on Resurgent Corporate Earnings | Morgan Stanley Sticky inflation, bloated inventories and a weary U.S. consumer could dash investors’ hopes for resurgent corporate earnings in 2024.

Would a Government Shutdown Matter to Markets? | Morgan Stanley 09/19/2023

Wondering if a government shutdown could affect your investments? Check out the latest commentary from our public policy strategist and let’s connect.

Would a Government Shutdown Matter to Markets? | Morgan Stanley A U.S. government shutdown looks increasingly likely. Here are the answers to investors’ top three questions.

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