Grant Lee, Private Wealth Advisor at Morgan Stanley PWM

Inflation is the key to the secular bull market for stocks and secular bear market for bonds. The shift in policy from monetary to fiscal dominance is a significant change that may have big implications. Here's why:

Yields lower, stocks higher as S&P 500 rallied to yet another all-time high. Read more in the 1% Move report:

Do you want your investing dollars to make an impact? Join us on Wednesday (April 7th) at 12pm for a zoom event discussing Intentional Investing. Email [email protected] to RSVP https://dynl.mktgcdn.com/p/CiI_MeU_1lADjNMr46yv/619x742.jpg

S&P 500 crosses 4,000 for first time in history as markets kick off Q2 on strong note. Read more in the 1% Move report:

More gender-diverse companies experienced 3.1% higher average relative returns. Let’s talk about impact investing and the connection between gender diversity and investing returns.

S&P 500 rallies for a third consecutive session as strong economic data sends index to new highs. Read more in the 1% Move report:

Markets may already reflect the speed and scope of the recovery. Read more in On the Markets:

Late Friday afternoon surge sends the S&P 500 higher on the week. Read more in the 1% Move report:

Higher yields, worsening virus data in Europe weigh on markets Thursday. Read more in the 1% Move report:

Legend says each leaf of the clover has a meaning: Hope, Faith, Love and Luck. Wishing you all of those things this St. Patrick's Day!

It's not too late, RSVP now to join us tomorrow, 1/13, at 1pm pst for a discussion on emerging markets and what it could mean for your portfolio. RSVP to [email protected] https://dynl.mktgcdn.com/p/vhhQ4jqpBugRNu10LVxS/619x742.jpg

Join me on January 13th at 1pm PST for a conversation with Malcom Dorson from Mirae Asset Global Management. We will discuss why it might be prudent to Go Global right now. To RSVP email [email protected] https://dynl.mktgcdn.com/p/vhhQ4jqpBugRNu10LVxS/619x742.jpg

Stocks rally for a third consecutive session as S&P 500 eclipses 3,800 for first time in history. Read more in the 1% Move report:

Stocks may seem elevated, but we believe this bull market has a long way to run in time and price. Learn more:

US stocks move lower on the first trading day of 2021. Read more in the 1% Move report:

As we add more and more smart devices to our daily lives, we face a tradeoff between privacy and convenience. What’s the right balance for you?