The Bellwether Group
@BellwetherMSWM
The Bellwether Group, Wealth Advisors at Morgan Stanley. NMLS# 1290495, 1290429, 1295597, 545462, 1653122, 521115. For more information, visit our website.
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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!
How could the new tax law affect your investment strategy? Check out this article for insight on the risks and opportunities. livesocial.seismic.com/tRz8Ki
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. livesocial.seismic.com/tzWpZF
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: livesocial.seismic.com/tUouqT
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. livesocial.seismic.com/t4rKmq
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. livesocial.seismic.com/t7Z0uv
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.
Hear from Morgan Stanley senior leaders as they discuss how the growth of AI is transforming industries, creating new markets and reshaping investment landscapes. livesocial.seismic.com/t-wnfU
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: livesocial.seismic.com/tMXIB8
Can markets continue their May rally? Find out more in the 2025 Midyear Outlook edition of On the Markets. livesocial.seismic.com/tfP0qB
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! livesocial.seismic.com/tQrnFW
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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!
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. livesocial.seismic.com/t2JDRH
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Webcast: GIC Monthly Perspectives: April 2025
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To those who are celebrating, wishing you a Happy Easter! As we embrace the joy and renewal that Easter brings, we wanted to take a moment to express our heartfelt wishes for you and your loved ones.
In times of market turbulence, staying invested and sticking with a thoughtful, goals-based financial plan can lead to better outcomes. Learn about the top 5 mistakes investors make in volatile markets: livesocial.seismic.com/tYJdZV
What would you do if you could speak to animals? Check out E*TRADE from Morgan Stanley's latest commercial.
In uncertain markets, alternative investments may be useful. They can provide income, diversification and return potential. Let's discuss if any strategies make sense for you. livesocial.seismic.com/tKzI3L
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