The Roccki Group at Morgan Stanley

The Roccki Group at Morgan Stanley

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01/04/2022

A new year could bring new investment opportunities even if the market narrative isn't changing much. Read the latest On the Markets for our recommended approach to equities, including an emphasis on large-cap defensive quality:

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12/01/2021

The market environment isn't nearly as rich with opportunity as it was a year ago. That means investors must be more selective. We discuss sectors of interest in the latest On the Markets.

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Tax-Efficient Charitable Giving Strategies | Morgan Stanley 11/16/2021

Whether you want to donate to charity or invest in a loved-one’s future, consider these tax‐smart ways to help make your giving go further.

Tax-Efficient Charitable Giving Strategies | Morgan Stanley Discover how you can incorporate tax efficiency into your plans for donating to charitable organizations or giving gifts to family and friends.

11/02/2021

Investors should be patient and avoid chasing returns in what we view as an unattractive risk-return environment. We discuss why in the latest On the Markets.

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10/27/2021

One key trend we have been following is the transition occurring within the energy sector, and what that means for the future of energy generation and consumption. This audiocast includes highlights from a recent webinar discussion on the future of energy.

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