Katerina Simonetti Bakh

Private Wealth Advisor at Morgan Stanley Private Wealth Management. Please visit my website for more information. NMLS#: 2063427. CA Insurance Lic. #: 0G28955.

[Katerina Simonetti Bakh @KSimonettiMSPWM]

Our Global Head of Banks and Diversified Finance Research Betsy Graseck explains how digital assets could reshape market infrastructure and how money moves, without overthrowing wholesale banking. https://t.co/YShUMpv1h2

[Katerina Simonetti Bakh @KSimonettiMSPWM]

Cryptocurrency may feel new, but the tax rules aren't. From wallets to futures to ETPs, here's what you should know about how the IRS treats crypto. https://t.co/kefE8AX4yl

[Katerina Simonetti Bakh @KSimonettiMSPWM]

A trust can help you define how your life's work and wealth can continue benefiting the people and causes you care for. https://t.co/IkbE5eRpaO

[Katerina Simonetti Bakh @KSimonettiMSPWM]

How could the One Big Beautiful Bill Act shape your taxes and household finances? Top thought leaders share insights. https://t.co/Zsil97uwFQ

[Katerina Simonetti Bakh @KSimonettiMSPWM]

Our Head of European Sustainability Research Rachel Fletcher talks about how AI is quickly reshaping employment and productivity across key industries and regions. https://t.co/Ch5NG6c5eT

[Katerina Simonetti Bakh @KSimonettiMSPWM]

Mortgage rates are forecast to decline in 2026, improving housing affordability, but challenges persist for prospective buyers. https://t.co/0EAdodIOoZ

[Katerina Simonetti Bakh @KSimonettiMSPWM]

Our Global Head of Fixed Income Research Andrew Sheets looks at the implications of the U.S. government's efforts to ease regulations, from bank balance sheets to asset valuations. https://t.co/NqrgKtLHJl

[Katerina Simonetti Bakh @KSimonettiMSPWM]

Market volatility, while unsettling, is a normal part of investing. Here are five strategies to help you navigate through it. https://t.co/2PyNtZzZfl

[Katerina Simonetti Bakh @KSimonettiMSPWM]

Heading into 2026, it's time to take stock of your budget, debt and investments—and check them against your financial goals. These five steps can get you started. https://t.co/2z0NBumTsu

[Katerina Simonetti Bakh @KSimonettiMSPWM]

Holiday spending stays strong despite inflation, as consumers seek discounts, shift budgets online and embrace AI tools. https://t.co/5EfGAGeVq7

[Katerina Simonetti Bakh @KSimonettiMSPWM]

The U.S. military intervention in Venezuela introduces political, operational and economic uncertainty that could influence markets over time. https://t.co/WjSrPQopLB

[Katerina Simonetti Bakh @KSimonettiMSPWM]

This afternoon I had the pleasure of joining Kelly Evans and Amrita Sen on CNBC's "The Exchange" to discuss the market reaction to U.S. military action in Venezuela #greenwavewealthmanagementgroup #morganstanley #CRC 5093317 https://t.co/GCezYDnGpU

[Katerina Simonetti Bakh @KSimonettiMSPWM]

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the significance of the Fed's decision to resume buying $40 billion of Treasury bills monthly. https://t.co/oRPmzFNSXA

[Katerina Simonetti Bakh @KSimonettiMSPWM]

Inflation could stay higher for longer than many expect. How should you position your portfolio? https://t.co/iXuTRyGl5o

[Katerina Simonetti Bakh @KSimonettiMSPWM]

Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief Global Cross-Asset Strategist Serena Tang address themes that are key for markets next year. https://t.co/Dl1DQvpsiD

[Katerina Simonetti Bakh @KSimonettiMSPWM]

Risk assets are poised for a strong year in a friendly policy and macroeconomic environment, with U.S. stocks outperforming peers. U.S. government bonds are likely to weaken after a rally in the first half of the year. https://t.co/lKesvAcBxO

[Katerina Simonetti Bakh @KSimonettiMSPWM]

A key strategy for boosting long-term investment returns is being smart about tax efficiency. https://t.co/WERHeP9wpw

[Katerina Simonetti Bakh @KSimonettiMSPWM]

If you're considering an investment in cryptocurrency, explore strategies for balancing its outsized potential returns with the outsized risks. https://t.co/bTsXqjFSCz

[Katerina Simonetti Bakh @KSimonettiMSPWM]

There's more to charitable giving than you may realize. Here's one method that may be tax-efficient and can help enhance your impact. https://t.co/gaRZ9zsfUb