CIMA®, CWS®, SVP, Sr Portfolio Management Director, Wealth Advisor, The Plaza Group at Morgan Stanley. Kansas City NMLS#1430987. For more info visit our website
What's ahead for gold? Strong central bank buying and ETF inflows are helping to offset headwinds, suggesting the precious metal could find its way higher. Find out more in this month's On the Markets. https://t.co/u8IlmsFaOV
What's ahead for gold? Strong central bank buying and ETF inflows are helping to offset headwinds, suggesting the precious metal could find its way higher. Find out more in this month's On the Markets. https://t.co/uM6lsoKOAT
What could a strong stock market alongside higher yields mean for investors? Morgan Stanley outlines themes that may matter for planning.
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As markets enter what has historically been their toughest season, investors have a list of serious concerns. But overall, these risks already seem to be reflected in prices. https://t.co/2kOIRyXMIP
Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 25 years ago.
It's Life Insurance Awareness Month. Learn how life insurance can be a versatile tool to help you reach your financial goals and protect your family. Let's discuss.
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Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here. https://t.co/qbCOuRyxIK
The IPO market is gaining momentum in 2026, with broader sector participation, deeper investor engagement and continued activity across equity capital markets. https://t.co/iCdNVWaVDb
Check out Morgan Stanley Research's 2026 Midyear Economic Outlook, with perspective on the economic backdrop and potential implications for markets. https://t.co/jnmIvai6pR
Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the bond market are pointing to new risks. https://t.co/3aSWnctYEv
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/IpUOd8D420
The annual update of the GIC Capital Market Assumptions reflects a shift to a higher-rate, more volatile era where diversification and selectivity are key to returns. https://t.co/57kLI6VZqz
The "right" time to claim Social Security will look different for everyone. Consider these key considerations as you look forward to retirement. https://t.co/Lo9zi58EHx
Hanging on headlines is tempting as the Iran war continues. But many investors are overlooking cracks in the case for broader corporate earnings growth. https://t.co/gAhR8RlKJT
Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that can help you proactively prepare. https://t.co/3tq2fFmZGg