Patricia Peoples, CFP, Sr. Vice President, Financial Advisor Morgan Stanley

Your wealth plan is greater than its parts. Learn about the importance of a holistic, integrated approach to your wealth planning with the Family Office Resources team at Morgan Stanley. https://mgstn.ly/3pjDAeP

Are you concerned about continued volatility as the Fed tightens monetary policy? Let’s discuss strategies that may help your portfolio in turbulent markets.

Investors inclined to 'buy the dip' might find that this time is different. Read why we encourage continued patience - and more defensive and active positioning - in the latest edition of On the Markets.

How will your portfolio hold up as the Fed tightens policy in 2022? Let's discuss ways to help you navigate the tighter financial conditions ahead.

To access the 2022 Tax Tables, check out the "Knowledge Center" tab on our website via the link below. #The515HamiltonGroup #MorganStanley

Election Day is tomorrow and Morgan Stanley investment strategists are examining some of the sector-level risks and opportunities that may occur depending on who wins the White House. In U.S Policy Pulse: Biden vs. Trump - Sector Risks and Opportunities, we provide an analysis of potential sector performance under either a Biden or Trump win. Also, we review historical sector performance by political party, targeting sectors most likely to be affected by future policy action. #Election2020 https://mssbcie.ms.com//A469F1F4-FD95-45FA-9571-730F428448

Don't forget to turn those clocks back - it's Daylight Savings!

Boo! Happy Halloween!

Congress is unlikely to impose new taxes on individuals in 2021 regardless of the political party in office. See our report, US Policy Pulse: What’s Tax Got to Do With It? to learn why. #Election2020 https://mssbcie.ms.com//07B909B5-9D78-4338-AEB4-0B5B0AF8E3

Throughout October, we’ve extended our charitable giving discussion with new ideas on how to give in a time of need .If you are considering larger donations to charity, you may want to use either a trust, or a donor advised fund. As always, before using these methods, you should consult your tax advisor and/or an attorney. The 515 Hamilton Group’s October edition of Retirement Viewpoints discusses giving back in a time of need and how a Charitable Remainder Trust (CRT) could ...be a potential option. #communityservice #givingback https://advisor.morganstanley.com//Retirement%20Viewpoints https://advisor.morganstanley.com/the-515-hamilton-group

MS & Co. CIO Mike Wilson notes that although the bull market appears intact, investor sentiment has remained remarkably skeptical. Learn more:

Trading corrections is difficult so the best approach may be to ride it out, says Morgan Stanley & Co. CIO Mike Wilson. Read more:

Make the most of being a Morgan Stanley client with our financial management tools available on Morgan Stanley Online. If you aren’t using our tools already, let’s talk.

60% of carbon emissions come from energy and this is a key area where we can reduce emissions by using technology. Jessica Alsford, Head of Global Sustainability Research, discusses how investing in technology can help curb carbon emissions.

Managing your finances by yourself can be overwhelming. With Morgan Stanley Online, there are tools to help you stay on track. Reach out to me if you want to learn more.

While the spotlight is on the presidential race, the composition of the Senate after the election could also impact markets. Learn more:

Cyclical bear markets and economic recessions can occur within secular bull markets. Learn more:

Why gridlock on the next U.S stimulus packagecombined with election year uncertaintysuggests there could be more downside in September and October.