Cary Morris, Vice President, Financial Advisor at Morgan Stanley
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Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.
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.
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.
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:
Today, we honor the victims and heroes of 9/11. Thinking of everyone impacted by this day twenty-two years ago, we will never forget.
Happy Labor Day! Hope you all have a safe and enjoyable holiday.
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.
Morgan Stanley clients with eligible brokerage accounts can earn 5.00% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/452hK2D
With generative artificial intelligence likely to drive rapid change and potential opportunities, investors are looking to history as a guide. Find out more in On the Markets.
Despite upcoming risks to economic growth, opportunities in a variety of areas persist, including among developed market bonds and Japanese and emerging market equities. Find out more in On the Markets midyear outlook edition.
Amid elevated economic, fiscal and geopolitical risks, gold's role as a safe haven and diversifier is as important as ever. Find out more in our latest On the Markets.
Happy Mother's Day to all the wonderful mothers and women in my life! Celebrating you and all that you do for your families.
Morgan Stanley clients with eligible brokerage accounts can earn 4.60% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/3nQyJVI
Health care offers the right combination of offense and defense to navigate a challenging economic outlook. Find out more in On the Markets.
Hope that everyone has been having a great week! In this article from Barron’s, our CEO James Gorman explains how the power of scale has enabled Morgan Stanley’s sustained success in an unpredictable market.
Barron's | Inside Morgan Stanley’s Success—and What’s Ahead Morgan Stanley plans to hit $10 trillion in client assets over the next decade
Wishing everyone a very happy holiday weekend. I hope you are all able to celebrate with family and friends!
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/3KBUlN9
After an aggressive rate hiking cycle in 2022, we may need to acknowledge that perhaps the economy is less interest rate-sensitive than previous years. Hear more from Chief Investment Officer & Head of the Global Investment Office Lisa Shalett:
Recent developments could encourage the Fed to raise rates further and keep them higher for longer than previously expected. Find out more in On the Markets. https://mgstn.ly/40e3VwB
As you prepare to file your 2022 taxes, let’s meet and discuss opportunities to implement additional tax-efficient strategies to your financial plan. Also, please visit the knowledge center tab on my website for more information on this tax season. https://advisor.morganstanley.com/cary.l.morris
Are You Prepared for Tax Day? | Morgan Stanley The countdown to Tax Day has begun. Here are some steps you can take as the deadline approaches.
A relatively resilient labor market and still strong capital spending backdrop suggest an economic recession may be technically avoided. Hear more from Chief Investment Officer & Head of the Global Investment Office Lisa Shalett:
Transformative capital spending could drive new leadership in areas such as energy, infrastructure and real estate in coming years. Find out more in On the Markets. https://mgstn.ly/40e3VwB
Concerned by signs of slowing economic growth? Check out the latest market commentary, and let’s discuss what recent economic data may mean for your portfolio. Please send me a message or give me a call if I can help you navigate your investing journey.
Investors Cannot Ignore Bad Economic News | Morgan Stanley The Fed’s fight against inflation is working, but it’s taking a toll on the economy and corporate profits. Learn how investors should consider positioning portfolios as market sentiment shifts.
Morgan Stanley clients with eligible brokerage accounts can earn 4.00% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/3X0XKtb
With 2023 underway, it is a great time to review your finances or begin to get your finances organized. My team and I would like to invite you to reach out so we can help. Check out my website to learn more:
Cary L Morris | Wichita, KS | Morgan Stanley Wealth Management Cary L Morris can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, and Philanthropy.
In this year of transitions, focus on getting paid to wait. Consider allocations to fixed income, dividend growers and areas with low expectations, like China and EM. Find out more in On the Markets. https://mgstn.ly/3Z6ozy4
Wishing everyone a happy and healthy New Year!
Read the article below to learn a few ways to prepare yourself for 2023:
6 Ways to Start Fresh Financially in 2023 | Morgan Stanley Heading into the New Year, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These six steps can get you started.
Check out what Morgan Stanley economists forecast in 2023:
Looking for a Soft Landing | Morgan Stanley Explore why Morgan Stanley economists think 2023 will be defined in respect to growth, inflation, rate hikes and their forecast for global growth.
Happy Holidays to you and your family! I hope you have a great holiday season.
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