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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?

        A goals-based plan is deeper than just numbers. When you work with our Financial Advisors to build yours, we’ll start by understanding your individual dreams and aspirations. Then, we’ll help you create a personalized roadmap designed to get you there.

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

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        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.
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        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. THOUGHTS ON THE MARKET

          Perspectives on the forces shaping markets.

           

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        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. NAVIGATING THE SHIFTING LANDSCAPE OF GLOBAL TARIFFS

          Explore insights on global tariffs by Morgan Stanley thought leaders. As trade policies evolve, understand impacts to supply chain and global economics.
           

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        4. EXPLORE MARKET TRENDS IDEAS

          The latest thought leadership on markets, economics, global trends and more.

           

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        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. 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.

        Let’s Talk

        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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