Rajvi Berry, Financial Advisor at Morgan Stanley

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.

The S&P 500 Index declined over higher than expected retail sales numbers. Read more in the 1% Move report

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

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.

Without a succession plan in place for your art collection, your heirs may be entangled in a legal battle for ownership. Let’s sit down and discuss a plan for your art collection.

Preserving Artwork for Future Generations | Morgan Stanley Having an estate plan that considers your collection’s legacy may help preserve its value and avoid trouble for future generations.

Wondering what the Fed’s latest rate hike could mean for your money? Check out the latest market commentary and let’s discuss.

Investing Smarter as Inflation Persists | Morgan Stanley Investors who think inflation and interest rates will drop sharply this year are buying up stocks. They may well be disappointed.

S&P 500 rallies as constituents beat earnings expectations. Read more in The 1% Move report:

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

S&P 500 falls on lower jobs data Tuesday as markets await Fed decision. Read more in The 1% Move report:

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

Health care offers the right combination of offense and defense to navigate a challenging economic outlook. Find out more in On the Markets.

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Thinking about your legacy? Learn how a trust can help you pass on assets.

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.

After a busy day for 1Q23 earnings reports, the S&P 500 Index posts the largest gain since the beginning of January. Read more in the 1% Move report:

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

Join us for a webinar on Thursday, May 18, with Morgan Stanley cybersecurity expert Prashanth Challa and award-winning correspondent Jessica Yellin. They’ll unpack the power of artificial intelligence for cybersecurity—the good and the bad—and outline the practical steps you can take to secure your digital footprint. Register here: https://bit.ly/3VbOGSA

Should you buy into the equity market’s optimism or heed the cautionary signals in fixed income? Check out the latest market commentary and let’s discuss.

The Warning Signs Investors Should Not Ignore | Morgan Stanley With business conditions worsening and financial conditions apt to tighten, equity investors’ recent optimism may be misplaced.

Equities declined Tuesday as a busy earnings week moves forward. Read more in the 1% Move report:

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

At least once a year, it’s a good idea to see if the amount you’re saving and investing is on pace to equal the money you’ll need in retirement. Let’s discuss how I can help.

A Six-Step Retirement Checkup | Morgan Stanley Given recent market volatility, checking in on your retirement plan may make a lot of sense.

How can you prepare your portfolio as recession risks grow? Check out the latest commentary and let's discuss.

3 Risks That Could Derail U.S. Stocks | Morgan Stanley Cracks in the labor market, worsening business conditions and weak corporate earnings bode ill for equities.

S&P 500 Index rises ahead of 1Q23 earnings season. Read more in The 1% Move report:

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

April is Financial Literacy Month! Let’s connect about your plan and discuss how you’re progressing towards your goals.

Financial Literacy for Any Stage of Your Life | Morgan Stanley Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. Whatever your needs are, consider these tips to help.

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/3GopXo0

Could emerging stresses in alternative asset classes impact your portfolio? Check out this week’s market commentary and let’s discuss.

Why U.S. Stocks Remain Vulnerable | Morgan Stanley Strains in commercial real estate and other assets may be raising the risk for equities.

Carving out your opportunity to combat climate change with philanthropy can feel overwhelming at first. Morgan Stanley partnered with the Aspen Institute to highlight five approaches to climate giving. Let’s discuss how you can make an impact.

Making a Difference with Climate Philanthropy | Morgan Stanley There are many ways to make a meaningful impact in climate philanthropy. Here are five approaches to consider.

S&P 500 Index closes the first quarter of 2023 with a 7.0% gain. Read more in The 1% Move report:

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

S&P 500 Index closes Wednesday higher as 92% of the constituents rise on the day. Read more in the 1% Move report:

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

Is recent news about the banking industry giving you more questions than answers? This week’s market commentary from Morgan Stanley can help you put things in perspective. Let’s connect.

Why Investors Should Brace for ‘Stagflation’ | Morgan Stanley Turmoil in the banking system increases the odds of recession, higher unemployment and untamed inflation. Here’s how to prepare.

Federal Reserve hikes rates 25bp but markets fall into the close as the US Treasury Secretary speaks.

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

US stocks rally for second straight session ahead of tomorrow's FOMC meeting. Read more in the 1% Move report:

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

Equities end the week higher as markets swing ahead of next week's Fed rate decision. Read more in The 1% Move report:

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

Equities and US Treasury yields head higher following additional banking system supports. Read more in The 1% Move report:

S&P Market 1 Percent Move Report from Morgan Stanley | Morgan Stanley Read timely commentary on market performance whenever the S&P 500 changes more than 1% in a day.

Are the Fed’s inflation-fighting tools not working as planned? Morgan Stanley sees three obstacles impeding the central bank’s progress. Let’s discuss what it could mean for your portfolio.

How Investors Should Play the “Hot” Economy | Morgan Stanley With economic data coming in stronger than expected, and inflation persisting despite Fed action, what should investors do now?