Jon LoPresti, Financial Advisor at Morgan Stanley
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Locality: Honolulu, Hawaii
Phone: +1 808-525-7982
Address: 733 Bishop Street 28th Fl 96813 Honolulu, HI, US
Website: advisor.morganstanley.com/jon.lopresti
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Learn why investors should keep an eye on policy actions and on potential for higher interest rates and inflation.
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:
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:
Figuring out the amount of risk you’re taking across multiple accounts can be a real pain. Morgan Stanley’s award-winning Portfolio Risk Platform can help provide a holistic view into the risk of all your accounts. Learn more.
While you may see me as your trusted Financial Advisor for your investment needs, you may not realize all the other ways I can help you reach your goals. Let’s set up some time to discuss.
No surprise that finances are a leading source of stress for employees. Luckily, says Jed Finn, there’s something employers can do about it.
Are bonds still a worthwhile investment? Will the economic reopening be tougher than expected? 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.
Although the S&P 500 has continued to make new highs, underneath the surface, a shift in market leadership may be sending a signal about the hard work of reopening.
Financial literacy means being empowered with the knowledge to make smart financial decisions during every stage of your life. Let’s discuss how I can help:
Yields lower, stocks higher as S&P 500 rallied to yet another all-time high. 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.
Bjarne Stroustrup created C++ as a versatile tool that wouldn’t just meet his immediate needs as an engineer, but could also be endlessly adapted for other applications. Here’s the Secret Engine of Everything in a Morgan Stanley Minute.
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: