Morgan Stanley Wealth Management’s Post

This month our Chief Investment Office offers insights on popular questions we hear like: Why hasn't there been a recession? Why have equities performed so well this year? Where do we think we'll go from here? I'd be interested to hear your thoughts on these questions as well, feel free to share!

How can you harness the power of #quality investing to build a successful portfolio? Vontobel's latest white paper explores how stable earnings, strong fundamentals, and disciplined strategies can mitigate behavioral biases and enhance investor outcomes. ⬇️Click below to read more.

How can you harness the power of #quality investing to build a successful portfolio? Vontobel's latest white paper explores how stable earnings, strong fundamentals, and disciplined strategies can mitigate behavioral biases and enhance investor outcomes. ⬇️Click below to read more.

Bank of America Merrill Lynch’s Savita Subramanian gave the keynote on the first day of the Morningstar Investment Conference. Subramanian made the case for optimism and U.S. large cap value holdings. READ MORE: https://lnkd.in/gqnTP5Xd #WealthSolutionsReport #FinancialAdvisors #WealthManagement 

Too often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment time horizon should be a key focus of portfolio thinking. #WealthPlanning

Time in the Market, Not Timing the Market. What are your thoughts? In this report, Putnam Investments digs into some key numbers demonstrating the importance of staying invested long-term. https://lnkd.in/dF7qZvad

New to investing? Looking for a resource to help you learn about the markets? Watch EP Wealth Advisors’ Weekly Market Update with Managing Director of Investments, Adam N. Phillips, CFA, CAIA, CFP®, along with our host, Robert Black! Here is a quick recap of this week’s update: 🔹 Markets Year-To-Date Returns 🔹 Recent Inflation Trends Cool 🔹 Narrow S&P 500 Market Breadth 🔹 Insights into Stock Buybacks 🔹 Election Season Warming Up Stay updated and subscribe to our blog for valuable insights on wealth management! #EPWealthAdvisors #PlanForWhatsImportant

In the fast paced world of investing, missteps can have lasting repercussions. Here are a few of them that can lead to those repercussions: Loss of Capital: Mistakes can lead to significant capital erosion, impacting your long-term financial health. Missed Opportunities: Poor decisions can result in missed growth opportunities, hindering wealth accumulation. Compounding Effects: The power of compounding is a key driver of wealth creation over time. However, investing mistakes can disrupt this process, slowing down the growth of your investments and diminishing your overall returns in the long run. Stay proactive in avoiding these risks! Let's discuss strategies for a resilient investment approach today. #Investing #FinancialPlanning #RiskManagement #InvestmentMistakes #FinancialWellness

With markets performing better than expected in 2023, it’s not uncommon for investors to experience some FOMO. While timing the market is impossible, if you have cash on the sidelines, let’s connect. We can provide personalized recommendations to help you meet your financial goals. The Demps Wealth Management Group at Ameriprise 800-504-3800