Joe Finelli

Financial Advisor at Morgan Stanley. NMLS#: 2630537 Visit website for more info.

[Joe Finelli @JoeFinelliMS]

Growing consumer adoption of wearable devices and voluntary lab tests could reduce spending on preventable diseases and influence a wide range of industries, from healthcare to food retail. https://t.co/p5LOXkirLC

[Joe Finelli @JoeFinelliMS]

Following a record stock market rally in April, consider additional sources of portfolio diversification like health care, gold and various scarce resources. Find out more in On the Markets. https://t.co/HPFuSrWnQX

[Joe Finelli @JoeFinelliMS]

The market for weight-loss drugs continues to expand faster than expected, providing a meaningful boost to select biopharma companies while creating varied implications across consumer sectors. https://t.co/iyUiWrVxbx

[Joe Finelli @JoeFinelliMS]

Consider evaluating your portfolio's tax efficiency across three levels: the use of tax-advantaged accounts, strategies for specific taxable assets and portfolio-level techniques. https://t.co/PkrAKjWG09

[Joe Finelli @JoeFinelliMS]

Despite investor concerns about job losses and disruption, AI investment is boosting banks through financing, deal activity and greater efficiency. https://t.co/mHK5ypCehA

[Joe Finelli @JoeFinelliMS]

"The golden rule for every businessperson is this: Put yourself in your customer's place."
-Orison Swett Marden

[Joe Finelli @JoeFinelliMS]

I posed this question to a group I'm part of, and thought I'd ask the same of my larger network. In your career, what is one skill or bit of learning that has helped you connect with people around you? (Whether it's coworkers, clients, employees, friends, etc.)

[Joe Finelli @JoeFinelliMS]

Did you know that freezing your credit at the major credit bureaus can help prevent fraudsters from using your identity to open new lines of credit? https://t.co/uiA2oUQfC3

[Joe Finelli @JoeFinelliMS]

How are you going to $pend your "retirement" (whatever that looks like for you)? There's no one-size-fits-all approach, everyone has different thoughts and goals ... but you need a plan!

Here's one way to think about it. I can help with more! https://t.co/6POOb0NTHB

[Joe Finelli @JoeFinelliMS]

Interesting read. It appears likely that the exponential innovation in robotics is going to have an out-sized affect on many industries. The biggest obstacles to the increased use of robots—high cost and low flexibility—are rapidly disappearing. https://t.co/jeamLWHUVw

[Joe Finelli @JoeFinelliMS]

“You need someone to guide you, and help you make those tough decisions. That’s Morgan Stanley,” –@PGATOUR Professional, @JustinRose99. Very humbling but also shows importance of putting the right team of people around you. We can all learn a lesson here. https://t.co/FmdUkM2AlN

[Joe Finelli @JoeFinelliMS]

"I continue to believe that investors who are patient now will eventually be rewarded." If you're finding it hard to stay the course in the midst of market volatility, take refuge in the positive signs ... and most of all, stay focused on the long-term. https://t.co/FGQR2OHCYp

[Joe Finelli @JoeFinelliMS]

Do you go to the grocery store and THEN plan your meals for the week afterwards? Probably not. Similarly, it's very hard to plan your taxes after December 31st when it's much harder to make moves to affect them. Some food for thought below. https://t.co/jtt5ztn3fV

[Joe Finelli @JoeFinelliMS]

Like any debate, there are more than one opinion when it comes to Fed policy. But rather than focusing solely on #Fed policy, investors should watch trade, fiscal policy, deficits and oil prices to understand where markets may head next. https://t.co/vbRRZ70u8R

[Joe Finelli @JoeFinelliMS]

Our chief economist weighs in on the recent language from the Fed. It appears likely that we're nearing the end of rate hikes in the near term. https://t.co/bSOkAutNaq

[Joe Finelli @JoeFinelliMS]

Wondering what to give this holiday? Something to keep in mind is the win-win gift of college savings ... https://t.co/W2ZMZHVCgK

[Joe Finelli @JoeFinelliMS]

Interesting nugget from this article: eCommerce could end the year accounting for nearly a quarter of all retail sales. Does this seem high or low to you? I honestly wouldn't have been shocked to see that number higher. You? https://t.co/Rq79FhjjTD

[Joe Finelli @JoeFinelliMS]

Something to take note of on the gaming industry: Subscription models are changing the playing field for everyone involved. Definitely worth a read if you are or plan on investing in this space. https://t.co/RcjlUgenpn

[Joe Finelli @JoeFinelliMS]

Do you know a non-profit in need of help on a mission-critical strategic question? We love a good challenge! Refer a nonprofit to benefit from Morgan Stanley’s business experience through a 10-week pro bono consulting project. #StrategyChallenge https://t.co/OoNucPNAwa

[Joe Finelli @JoeFinelliMS]

One area we've been watching closely in recent days and weeks: Oil. If the decline in oil proves temporary, this could prove to be a good time to buy energy stocks. https://t.co/BaszrmMNoN