Joseph Carter

I'm a Financial Advisor at Morgan Stanley with 26 years experience. For more information please visit my website.
NMLS#: 1285045
CA Insurance #4470509

[Joseph Carter @JoeCarterMS]

US equities declined sharply on Friday, with stronger-than-expected employment data prompting a hawkish repricing of monetary policy expectations. Read more in the 1% Move report. https://t.co/xuNPK17baP

[Joseph Carter @JoeCarterMS]

The Global Investment Committee's refreshed Stock-Bond Indicator uses a more adaptive, data-driven approach to help investors navigate changing market conditions. https://t.co/RE6wMT4Bpd

[Joseph Carter @JoeCarterMS]

Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering businesses a flexible way to enhance retirement savings and tax efficiency. https://t.co/iELZU9zdf0

[Joseph Carter @JoeCarterMS]

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Outlook edition of On the Markets. https://t.co/8lWTq1MR2Z

[Joseph Carter @JoeCarterMS]

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/cA7CNMJ30b

[Joseph Carter @JoeCarterMS]

A closer look at the shifting outlook for direct lending, including the impact of lower rates, liquidity dynamics, valuation pressures, and evolving credit quality on investor returns. https://t.co/hgvy1CU7Aw

[Joseph Carter @JoeCarterMS]

Employee ownership is emerging as a powerful succession strategy, helping founders preserve legacy while driving long-term performance and broader wealth creation. https://t.co/NZ8LxrM0Ch

[Joseph Carter @JoeCarterMS]

Security concerns are reshaping supply chains—and markets. What could it mean for your portfolio? Our top thinkers share insight. https://t.co/gZuyvJGLZe

[Joseph Carter @JoeCarterMS]

While US equities have surged, bonds have sold off. Why are the two markets so at odds? They may reflect different views on the source of inflation and how long higher rates will last. https://t.co/JFyhaP5p6y

[Joseph Carter @JoeCarterMS]

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/3835PAY0Ae

[Joseph Carter @JoeCarterMS]

US equities gained Wednesday on renewed hope of an end to the US-Iran conflict. Read more in the 1% Move report. https://t.co/3DPo4cnVUp

[Joseph Carter @JoeCarterMS]

Honoring Memorial Day and remembering those brave souls who made the ultimate sacrifice for our freedom.

[Joseph Carter @JoeCarterMS]

Corporate earnings surprises have boosted earnings forecasts as well as stock prices. But earnings power may be more fragile than it appears. https://t.co/TTFe9V4R6T

[Joseph Carter @JoeCarterMS]

US equities fell Friday as oil-related inflationary pressures spurred a surge in global sovereign bond yields. Read more in the 1% Move report. https://t.co/S0RBf2JuFt

[Joseph Carter @JoeCarterMS]

Rising resource nationalism and supply chain vulnerabilities are reshaping global power, investment priorities, and the future of economic resilience. https://t.co/aMOIiChLGh

[Joseph Carter @JoeCarterMS]

Evolving regulation is opening the door to alternative investments in DC plans, enhancing diversification and retirement outcomes. https://t.co/1327HUE2pN

[Joseph Carter @JoeCarterMS]

US equities climbed to a new record high on Wednesday amid optimism surrounding a near-term end to the US-Iran conflict. Read more in the 1% Move report. https://t.co/qXanlsD2uJ

[Joseph Carter @JoeCarterMS]

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/AR4eso9mfj

[Joseph Carter @JoeCarterMS]

As the US stock market has risen to new highs, many investors have dismissed several economic factors as transitory, including higher oil prices, without acknowledging the risk of longer-lasting effects. https://t.co/Jr97FHIXVR

[Joseph Carter @JoeCarterMS]

Morgan Stanley's Portfolio Risk Platform helps us understand risks, hypothetically stress test your portfolio, and see how potential changes will impact the risk you're taking. Let's connect and discuss if it's time for a portfolio review and risk report. https://t.co/KgZxIko1lu