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Welcome to the Morgan Stanley Virtual Advisor Knowledge Center

The financial decisions you make today can help you for years to come. Browse our educational resources and perspectives to help make sense of market conditions, navigate life’s big milestones, and prepare for your financial future. Whatever next step you’re planning, we’re here to help.
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Latest Insights | FAQ Videos | Goals Planning | Retirement Resources | Financial Guides | Investing Insights | Schedule a Meeting

  

Latest Insights

  

Portfolio Planning Questions? Watch How Our Financial Advisors Can Help You.

Curious about setting up a goals-based investment plan, retirement planning, making the most of equity compensation and other ways our Financial Advisors can support your financial future? These videos will guide you through different strategies and considerations to help you prepare for your next conversation.

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What is a goals-based plan and why do I need one? 000

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I have a 401(k). What else can I do to prepare for retirement? 000

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Can I stop planning for retirement now that I'm retired? 000

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How can I make the most of my equity compensation? 000

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How could I talk to a Financial Advisor about future milestones? 000

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How can I plan for retirement when I’m focused on my short-term financial needs and goals? 000

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Plan for Your Goals

Everyone's goals are unique. Your path to pursue them should be too. We are here to help personalize a plan centered around your goals with insights like these.

How to Create a Budget: Your Guide 5 Steps to Creating an Emergency Fund Make a Major Purchase With Confidence Navigating Real Estate & Homeownership in 2024 5 Common Myths about Retirement Planning 6 Money Moves to Make in the Decade Before Retirement Planning to Fund Long-Term Care Expenses Required Minimum Distributions Demystified

  

Retirement Resources for Every Stage

Whether you’re already enjoying your retirement, it’s coming into view soon, or it’s still decades away, explore these resources to help you achieve the retirement you envision.

Wealth Management 10 Questions to Ask a Financial Advisor About Your Retirement Knowing what questions to ask can be key to helping you prepare for the future. We'll help you get started.
Wealth Management 401(k) vs. IRA Accounts: What’s the Difference? Essential insights about retirement accounts and how they can help achieve your retirement goals.
Wealth Management The Balancing Act: How to Save for Retirement Without Sacrificing the Present Planning ahead for retirement doesn’t mean giving up on your short-term goals, or even your daily latte. It’s all about finding the balance that works for you.
Wealth Management Facing Fluctuations: How to navigate market volatility and retirement planning at various life stages
Wealth Management Required Minimum Distributions Demystified The RMD Roadmap: Navigating your course for retirement withdrawals
Wealth Management How can I plan for retirement when I’m focused on my short-term financial needs and goals? Saving early and often can help put the power of compounding interest to work for you—and that can make a big difference in the long run.
10 Questions to Ask a Financial Advisor About Your Retirement
Wealth Management 10 Questions to Ask a Financial Advisor About Your Retirement
401(k) vs. IRA Accounts: What’s the Difference?
Wealth Management 401(k) vs. IRA Accounts: What’s the Difference?
The Balancing Act: How to Save for Retirement Without Sacrificing the Present
Wealth Management The Balancing Act: How to Save for Retirement Without Sacrificing the Present
Facing Fluctuations:
Wealth Management Facing Fluctuations:
Required Minimum Distributions Demystified
Wealth Management Required Minimum Distributions Demystified
How can I plan for retirement when I’m focused on my short-term financial needs and goals?
Wealth Management How can I plan for retirement when I’m focused on my short-term financial needs and goals?

  

Guides for Your Financial Goals

From retirement readiness to understanding investor behaviors that impact decision making and more, these guides can help you prepare for your financial goals.

Retirement Roadmap Behavioral Finance Women & Wealth

  

Insights for Smarter Investing

Discover the latest investing ideas from Morgan Stanley thought leaders. Turn to us to assess how they can be incorporated into your portfolio.

  1. 1
    THOUGHTS ON THE MARKET

    Perspectives on the forces shaping markets.

     

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  2. 2
    THE GROWING OPPORTUNITY IN PRIVATE MARKETS

    Companies are spending more time under private ownership and creating more value for private shareholders in the process.

     

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  3. 3
    COULD RISING WAGES WEIGH ON MARKETS?

    Stocks have faltered amid surging bond yields. Where will rates head next? Look to U.S. wage data for clues.

     

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  4. 4
    WHY ARE BOND YIELDS SURGING?

    As long-term U.S. bond yields soar, stocks look vulnerable. Here’s what’s driving the rate rise, and what investors should do next.

     

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  5. 5
    FOUR STANDOUT INVESTMENT THEMES FOR 2025

    Deglobalization, the continued evolution of AI, longevity and the future of energy could provide investment opportunities in the years ahead.

     

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  6. 6
    WHY INSTITUTIONAL INVESTORS EXPECT SUSTAINABLE INVESTING TO GROW

    Both asset managers and asset owners see sustainable assets growing in the next two years, though lack of data and greenwashing continue to be challenges.

     

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Connect With An Advisor

Better plan for your financial goals and future with Morgan Stanley Virtual Advisor. Schedule time with our Financial Advisors today.

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Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.

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