Gary Perl, Financial Advisor at Raymond James

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.

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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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?

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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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.

Celebrating Global Entrepreneurship Week!
Embracing innovation, collaboration, and resilience as we empower entrepreneurs worldwide to shape the future.
Let inspire change and fuel the spirit of entrepreneurship together!

On this Veterans Day, we honor and express our gratitude to the brave men and woman who have selflessly serve our country. Your dedication and sacrifice have protected our freedom and kept us safe. Thank you for your service and countless sacrifices you’ve made . Let's always remember and support our veterans, not just today, but every day.

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.

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?

National Retirement Security Week is a crucial reminder that it's never too early to plan for your financial future. As we celebrate this week, let's commit to taking steps towards a secure retirement. Whether it's through diligent savings, wise investments, or seeking professional guidance, let's all work towards a retirement that's as comfortable and fulfilling as our working years.
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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.

October is Financial Planning Month!
Empowering individuals to secure their financial future is a passion of mine. If you're looking to make informed decisions about your finances, lets connect! Let's work together to achieve your financial goals.
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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?

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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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.

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.

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.37% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/3Riqs9B

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.

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Will the U.S. stock market’s recent lull in performance continue? Check out the latest market commentary and let’s connect.

Why Stocks’ Rally Could Keep Slowing Down | Morgan Stanley Surging interest rates, a deteriorating Chinese economy and mixed U.S. economic results may continue to weigh on stocks.

The Perl Group at Morgan Stanley work closely with institutions to define and align their investment strategies, policies and cash flow, so they not only support and champion the mission of their organization, but do so in a way that helps them achieve important sustainable goals and priorities. We also assist them with strategies to attract new donors and work with existing donors, as well as educational opportunities for committee and board members. Please visit our website (https://advisor.morganstanley.com/the-perl-group) or contact us directly for more information!

THE PERL GROUP | Loveland, CO | Ponte Vedra Beach, FL | Morgan Stanley Wealth Management THE PERL GROUP can help you achieve your financial goals. Learn about Mosaic, Retirement, Family, Investing, Business Planning, Philanthropy, and Financial Wellness.

Worried the equity rally may fade? Check out the latest market commentary and let’s discuss what investment moves make sense for you.

Why Cautious Investors Should Consider Treasury Bonds | Morgan Stanley With solid yields and potential for price appreciation, U.S. government bonds offer a prudent hedge for investors’ portfolios.

Will recent strength in the economy and equity markets persist in 2024? Let’s discuss how to position your portfolio for what may be ahead.

3 Risks to the U.S. Economy in 2024 | Morgan Stanley The economy’s resilience is keeping investors bullish on U.S. stocks. It may be time to prepare for a less favorable scenario.

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.42% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/43HkW2O