James Whalen, Financial Advisor at Morgan Stanley

Nasdaq 100 enters into correction territory as equities can't hold onto gains on Thursday. 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.

How will your portfolio hold up as the Fed tightens policy in 2022? Let's discuss ways to help you navigate the tighter financial conditions ahead.

Why Portfolio Construction Could Get Tougher | Morgan Stanley The latest run-up in interest rates may not be as fleeting as some investors think. What it could mean for portfolios.

Stocks sold off sharply on Tuesday as 10-year Treasury yields surge to highest level since 2020. 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.

The future of work was a big debate pre-pandemic, but COVID-19 has added a disruptive new wrinkle. Morgan Stanley discusses the new future of work with Uber CEO Dara Khosrowshahi.

Uber and the New Future of Work: The Morgan Stanley Interview | Morgan Stanley The future of work was already a debate pre-pandemic, but COVID-19 continues to add a disruptive wrinkle. We sit down with Uber CEO Dara Khosrowshahi to discuss the ever-changing state of work.

Losses accelerated into the close on Thursday as technology shares lead equity market decline. 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.

Equity markets slide on Wednesday as the December FOMC minutes signal potentially more hawkish monetary policy outlook. 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 stock-market returns be harder to come by in 2022? Our top investment strategist thinks so. Let’s discuss strategies to help you navigate a more challenging investment landscape.

Why Passive Investors May Have a Tougher Time in 2022 | Morgan Stanley The U.S. stock market has rewarded passive investors handsomely in recent years, but that could soon change. Here’s how to navigate today’s more challenging investment landscape.

Holiday cheer continues on Wall Street as the S&P 500 closes at yet another all-time high. 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.

US stocks bounce back for second straight day as S&P 500 poised to re-test all-time highs. 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 your portfolio prepared for the Fed’s plan to accelerate monetary-policy tightening? Let’s discuss strategies to help you navigate this change.

How Aggressive Is the Fed’s New Policy Stance? | Morgan Stanley The Federal Reserve plans to accelerate monetary-policy tightening, but is this new policy stance a hard pivot or just a slight shift?

US stocks rebound on Tuesday, reversing all of Monday's losses as the long holiday weekend approaches. 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.

US stocks trade lower on Monday as fiscal stimulus woes, further Omicron spread pressure markets. 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.

US equities slide into the weekend as concerns over virus spread mount. 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.

Stocks surge following Wednesday's Fed meeting even as central bank announces accelerated taper. 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.

Do you want to discuss personal strategies for investing amid rising rates? The Fed’s plans for tightening monetary policy could impact your portfolio. Learn more and get in touch.

How High Will Interest Rates Rise? | Morgan Stanley U.S. bond investors are signaling a lower peak for interest rates, concerned that accelerated policy tightening might short-circuit the economic recovery.

Is your portfolio ready for 2022? Let’s talk about what could be in store for the economy and financial markets—and how you can stay prepared.

2022 Outlook: The Great Rebalancing Begins | Morgan Stanley As the economic imbalances wrought by the pandemic begin to ease, investors could be in for hotter-than-expected growth and inflation. How to keep portfolios in balance.

US stocks continue rebound as the S&P 500 has largest daily gain since March. 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.

Stocks open the week with a rally on Monday as markets look to recover from two consecutive weeks of declines. 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.

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US stocks rebound on Thursday as cyclical equities drive market gains. 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.

Markets give up early gains to close sharply lower as Omicron concerns weigh on sentiment. 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.

Stocks retreat on Tuesday as Fed Chair signals potential accelerated taper. 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.

Help make your giving go further. Let’s discuss some tax-savvy ways to support the people and causes you care about.

Tax-Efficient Charitable Giving Strategies | Morgan Stanley Discover how you can incorporate tax efficiency into your plans for donating to charitable organizations or giving gifts to family and friends.

Labor shortages are just one of the ways the pandemic is fundamentally reshaping the U.S. workforce. Here's Wealth Management Chief Investment Officer Lisa Shalett’s perspective on what it could mean for investors.

Will “Missing Workers” Start to Weigh on U.S. Stocks? | Morgan Stanley Labor shortages in the U.S. may not be so temporary, with significant implications for inflation, monetary policy, earnings and stocks.

Stocks bounce back modestly on Monday as Omicron concerns linger over markets. 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 records lowest single-day return since February in holiday-shortened session as new COVID-19 variant drives de-risking across markets. 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.

May your hearts and homes be filled with gratitude this Thanksgiving.
My favorite Holiday! A lot to be grateful for this year.

Have you thought about how rising inflation could affect your portfolio? Let’s discuss how I can help you navigate today’s financial markets.

Diverging Views on Inflation Could Be a Risk for Investors | Morgan Stanley Why the U.S. stock market seems to be overlooking Main Street’s inflation concerns, and what it could mean for investors.

As we approach the end of the year, consider incorporating tax-efficient strategies into your financial plan today.

Tax Efficient Investing and Financial Planning | Morgan Stanley Tax planning is important. Explore our Tax Solutions & Services hub to see how you can incorporate tax efficient strategies into your wealth plan.

How should you invest in a time of high inflation and a Fed that’s waiting to raise rates? Let's talk about strategies that make sense for you.

Are Policymakers Being Too Patient on Inflation Risk? | Morgan Stanley The Fed is modestly tapping the brakes on monetary stimulus, but will it do enough to cool a stock market that may be at risk of overheating?