Michael Wilhite, Financial Advisor at Morgan Stanley
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Locality: El Segundo
Phone: +1 310-297-3718
Address: 2381 Rosecrans Ave Suite 115 90245 El Segundo, CA, US
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Fiscal and monetary actions during the pandemic have led to unconstrained growth in federal debt and deficits. Learn more:
Is it time for a cybersecurity checkup? Any time is a good time to review best practices. Visit our Online Security Center for timely tips and learn how to spot potential risks before they wreak havoc.
Going on vacation? Use these tips to help ensure you return home with your cybersecurity intact.
What are the challenges to getting new infrastructure legislation passed? Is inflation here to stay? Subscribe to Thoughts on the Market Podcast for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley.
As we shift to the middle stage of the business cycle, it’s as important as ever for investors to guard against complacency. Wealth Management Chief Investment Officer Lisa Shalett discusses three key risks to watch:
It’s never too late to start incorporating tax-efficient strategies into your longer-term wealth plan. Here are a few strategies you should know.
Think your small business is immune to ransomware attacks? Unfortunately, that’s not the case. Apply these prevention strategies to deter cybercriminals.
While many investors see the recent jump in prices as transitory, we believe it’s much more than just a blip. Wealth Management Chief Investment Officer Lisa Shalett explains.
Data privacy is a growing concern for many Americans. Take control of your information with these tips.
With education costs rising, paying for college has become a major life expense that requires smart planning. There is no one size fits all approach, so we can work together to help identify the right education funding strategy for you.
Markets are surging just as earnings may have peaked
Move over, crypto. Central banks are edging closer to introducing their own digital currencies. How much disruption could it bring to the financial system?
We see the revival of commodity prices as another reason to expect a good decade for emerging markets, says Jitania Kandhari, Head of Macroeconomic Research for the Global Emerging Markets Team and Co-Manager of the Active International Allocation Team. Listen now for more key takeaways:
Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals.
Tax efficient strategies can have a surprisingly large impact on lifetime wealth accumulation. Learn more:
Worried about protecting an elderly loved one from cybersecurity threats? See our guide for caregivers.
While there is near-term risk of a pullback, CIO Mike Wilson sees a 10% gain for the S&P 500 in 2021. See why in On the Markets:
End-of-year giving may help lower your tax bill and is one more reason you can feel good about giving on Giving Tuesday.
As Thanksgiving approaches in the U.S., it’s worth taking a moment to be thankful for potential vaccines, a remarkably resilient economy and the strength of the human spirit.
A unique feature of 529 plans to be aware of as we approach year-end: you may be able to contribute up to five times the annual gift tax exclusion in one yearas much as $75,000 (or $150,000 for married couples). Learn more.
The market is looking past concerns that the quality of job gains is starting to deteriorate and focusing on a continuing V-shaped recovery that is unlikely to be derailed. Wealth Management CIO Lisa Shalett looks at the macro data November 6 on CNBC.
Despite a strong first half of November, the S&P 500 may not break out of its current range until more uncertainty lifts. Here’s why it’s a good idea to keep an eye on the yield curve:
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