The Bellwether Group

The Bellwether Group, Wealth Advisors at Morgan Stanley. NMLS# 1290495, 1290429, 1295597, 545462, 1653122, 521115. For more information, visit our website.

[The Bellwether Group @BellwetherMSWM]

What could a strong stock market alongside higher yields mean for investors? Morgan Stanley outlines themes that may matter for planning.
https://t.co/ewBmXjjINt

[The Bellwether Group @BellwetherMSWM]

Is the AI theme evolving for investors? Our chief strategist discusses why separating excitement from economics may matter for portfolios.
https://t.co/XQbvhSVLXh

[The Bellwether Group @BellwetherMSWM]

AI spending headlines are easy to come by, but proof of AI profits is harder. What does it mean for markets and your portfolio? https://t.co/ItS0zaUodp

[The Bellwether Group @BellwetherMSWM]

Morgan Stanley's 2026 Global Economic Outlook forecasts slowing inflation and moderate growth, with potential for upside surprise if U.S. growth is faster than expected. Learn more:
https://t.co/8SFh2Xb43s

[The Bellwether Group @BellwetherMSWM]

Did you know you can use investment losses to offset your capital gains and reduce your tax bill? Learn more about how tax-loss harvesting can work for you: https://t.co/PKBShAhIX2

[The Bellwether Group @BellwetherMSWM]

Hear renowned professional golfer and Morgan Stanley Brand Ambassador Justin Rose share insights into his storied career journey, keys to his success and much more. Tune in: https://t.co/4cyVuBQfCV

[The Bellwether Group @BellwetherMSWM]

Cybercriminals are becoming more sophisticated by the day. At Morgan Stanley, we take steps to help protect your money and data and educate you on the latest scams. https://t.co/sVLTBJeHsn

[The Bellwether Group @BellwetherMSWM]

This Labor Day is one for you all to enjoy, reflect on the hard work of the Americans who made this country great, and remember all of your well-earned achievements this past year. Enjoy your time off with friends and family!

[The Bellwether Group @BellwetherMSWM]

How could the new tax law affect your investment strategy? Check out this article for insight on the risks and opportunities. https://t.co/tOaSRWS4ue

[The Bellwether Group @BellwetherMSWM]

The One Big Beautiful Bill Act has been passed. Monica Guerra, head of US Policy for Wealth Management, and Daniel Kohen, US Policy Strategist, break down the legislation, its implications for deficits and markets, and what it could mean for investors. https://t.co/DLet3CSPFp

[The Bellwether Group @BellwetherMSWM]

The latest developments from Washington continue to unfold at a rapid pace. Join us Tuesday, July 22 as Morgan Stanley thought leaders discuss recent policy updates and what it might mean for investors. Register here: https://t.co/xXQRwjmVDs

[The Bellwether Group @BellwetherMSWM]

Protecting your assets and personal information is a top priority for me. This article shares tips on how to respond if you suspect you've been hacked or scammed. As always, I'm here to help. https://t.co/GUknUvYaMv

[The Bellwether Group @BellwetherMSWM]

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help. https://t.co/5cW8Ag5f4C

[The Bellwether Group @BellwetherMSWM]

Independence Day is a special holiday, a chance to celebrate the founding of our nation and reflect on the shared values that make our country great. Wishing everyone a happy July 4th, filled with family, fun and fireworks.

[The Bellwether Group @BellwetherMSWM]

Hear from Morgan Stanley senior leaders as they discuss how the growth of AI is transforming industries, creating new markets and reshaping investment landscapes. https://t.co/Uf2dx4esu3

[The Bellwether Group @BellwetherMSWM]

As AI gains physical abilities, how will industries and markets be transformed? Join us Monday, June 30 as Morgan Stanley thought leaders discuss the rapid transition of artificial intelligence into the physical world. Register here: https://t.co/TY2EtXTYOS

[The Bellwether Group @BellwetherMSWM]

Can markets continue their May rally? Find out more in the 2025 Midyear Outlook edition of On the Markets. https://t.co/rsZXvaJQVq

[The Bellwether Group @BellwetherMSWM]

The June edition of our newsletter is here- packed with market insights and timely strategies to help you stay informed this summer. Give it a read! https://t.co/BygsaHZp3y

[The Bellwether Group @BellwetherMSWM]

This Memorial Day weekend, we honor and remember those who served and sacrificed themselves for our country. Their bravery and courage will never be forgotten. We wish you all a safe and reflective Memorial Day!

[The Bellwether Group @BellwetherMSWM]

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/zFijhV0qIN