Brent
@BrentSternMSFirst Vice President, Financial Advisor at Morgan Stanley in Kentucky. NMLS#: 1406595 For more information please visit my website.
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While it may be a bumpy ride, look for continued outperformance from US equities, with policy sequencing and resurgent M&A playing important roles across asset classes. Find out more in the 2025 Outlook edition of On the Markets. livesocial.seismic.com/tkIsYF
Separating your personal identity from your business can be challenging when it comes time to sell. Discover how you can prepare for the transition. Let me know how I can help you find new meaningful opportunities. livesocial.seismic.com/t_Vnh1
Post election, investors should watch for shifts in U.S. economic policies and their potential stock market impacts. Let's discuss how you can prepare. livesocial.seismic.com/tBymU_
Financial literacy is a lifelong journey. Whether you're a student, a young professional, or a retiree, there's always something new to learn. Let's connect. livesocial.seismic.com/t3nz54
NextGens are increasingly turning to impact investing, seeking opportunities to apply philanthropic principals to their portfolio. When you're ready, I can help you set them up for success. livesocial.seismic.com/tIQ5k-
Worried about how to meet your financial goals? We offer sophisticated advice, backed by advanced technology, to help you plan and stay on track. Learn more. livesocial.seismic.com/ttcAqw
You've done well managing your own investments so far. Imagine what we could do together. Here are five reasons to set up time with me today. livesocial.seismic.com/tGcdzB
Post-election market ebullience is fading. How should you position your portfolio? Let's discuss moves to consider as part of your longer-term strategy. livesocial.seismic.com/tNbkpV
As post-election market ebullience fades, policy uncertainty is rising, especially around the government budget. Learn what this means for investors. livesocial.seismic.com/tJWnr1
The GOP's resounding victory in the 2024 election has introduced some policy-related uncertainty. Monica Guerra, Head of US Policy for Morgan Stanley Wealth Management, discusses the potential impacts of policy sequencing and the market implications. livesocial.seismic.com/tBeg63
In this Q&A with Larry Fitzgerald Jr., renowned NFL wide receiver, he talks about aligning his investments with his values. Let me know how I can help you do the same. livesocial.seismic.com/t1W0rd
For Fraud Awareness Week, take some time to brush up on the latest social engineering scams fraudsters use to gain access to your personal information—and how you can stop them. livesocial.seismic.com/tGyXF0
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/tEl2ex
Are empty office buildings an obvious solution to the U.S. housing shortage? Morgan Stanley Research examines the challenges and opportunities of the commercial to residential conversion in New York and elsewhere and what it could mean for your portfolio. livesocial.seismic.com/tdK-vc
Whether you want to donate to charity or invest in a loved-one's future, consider these ways to help make your giving go further. livesocial.seismic.com/tmYpQk
Healthcare costs are rising, especially for retirees. This Long-Term Care Awareness Month, let's focus on planning for these expenses to help protect your retirement savings. livesocial.seismic.com/ttmWCB
Can the post-election U.S. stock market surge last into 2025? Let's discuss what the election outcome may mean for your portfolio. livesocial.seismic.com/t24eY4
Trump's decisive election victory has sent equities surging to new highs, but investors still face major risks that call for balance and diversification. livesocial.seismic.com/tEAF0p
Equity investors' bullishness may be understandable given still-robust economic growth. But a closer look at earnings and valuations suggests investor caution is warranted. livesocial.seismic.com/tRvQGB
Leaving military service can bring big changes, especially when it comes to personal finances. These money moves may help ease the transition to civilian life. livesocial.seismic.com/tKWqOn
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