Full-text search

Results for “Morgan Stanley Wealth and Asset Management”

Search across the indexed text of every released document.

25,351 documents found

The old joke is that Year Aheads are frequently out of date by the end of year they are
document IMAGES-002-HOUSE_OVERSIGHT_014463.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Lessons from 2016 The old joke is that Year Aheads are frequently out of date by the end of year they are written in. There is a real danger of that this year given the speed which things have moved since Brexit and more recently the US election. The two charts below show that F...

defensive dividend stocks to take advantage of the improving cyclical backdrop and
document IMAGES-002-HOUSE_OVERSIGHT_014449.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

defensive dividend stocks to take advantage of the improving cyclical backdrop and rising bond yields. That meant our November screen included a high proportion of Financials. This somewhat remains the case but we note the addition of several industrial companies in our latest sc...

Kimberley A. Strassel
document IMAGES-006-HOUSE_OVERSIGHT_021110.txt May 10, 2018 House Oversight Committee — Epstein Estate Records (Nov 2025)

By Kimberley A. Strassel May 10, 2018 6:50 p.m. ET 1663 COMMENTS oO 0 0 0 0 The Department of Justice lost its latest battle with Congress Thursday when it agreed to brief House Intelligence Committee members about a top-secret intelligence source that was part of the FBI’s i...

Medicaid: While We Focus on Federal Government Dynamics, It’s Notable
document IMAGES-006-HOUSE_OVERSIGHT_020891.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Medicaid: While We Focus on Federal Government Dynamics, It’s Notable that State Government Medicaid Funding Also Faces Significant Challenges e Medicaid = Major and Growing Expense Line Item for State Governments - Medicaid funding responsibility is shared between federal & s...

Global equity markets - Key points
document IMAGES-008-HOUSE_OVERSIGHT_025260.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

Equities overview Global equity markets - Key points e We keep an overall neutral allocation to equities (see summary on slide 3). ° We keep our preference for US equities. Resilient company earnings still soeak for an overweight stance. Continued economic growth should underp...

poe nen nee nee eee eee eee xX
document IMAGES-001-HOUSE_OVERSIGHT_011463.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…esponse in Opposition to Plaintiff’s Omnibus Motion in Limine Laura A. Menninger Jeffrey S. Pagliuca Ty Gee HADDON, MORGAN AND FOREMAN, P.C. 150 East 10" Avenue Denver, CO 80203 303.831.7364 HOUSE_OVERSIGHT_011463

OGE Form 278e (March 2014)
document IMAGES-001-HOUSE_OVERSIGHT_010655.txt Apr 15, 2017 House Oversight Committee — Epstein Estate Records (Nov 2025)

…OM Information being reported is as of April 15, 2017. CA INC DTD 8/1/2011 6.5 HOME DEPOT INC COM INTUIT INC COM P MORGAN CHASE & CO CO ARDEN CORP OHNSON & JOHNSON COM PMORGAN CHASE BOND RAFT HEINZ CO/THE COM L BRANDS INC COM HOUSE_OVERSIGHT_010655

Wednesday, 26 September 2012
document IMAGES-007-HOUSE_OVERSIGHT_024181.txt Sep 26, 2012 House Oversight Committee — Epstein Estate Records (Nov 2025)

…lmsley Hotel Breakfast with Maldivian Delegates ° Helmsley Hotel Museum Tour hosted by Mrs Ban Soon-taek ° Location: Morgan Library 225 Madison Ave. + 36 street ° First Lady 2012 Launch of the Climate Vulnerability Monitor Invitation received from Prime Minister of Bangladesh...

Case 1:15-cv-07433-RWS Document 749 Filed 03/17/17 Page 1 of 9
document IMAGES-003-HOUSE_OVERSIGHT_014788.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…esponse in Opposition to Plaintiff's Omnibus Motion in Limine Laura A. Menninger Jeffrey S. Pagliuca Ty Gee HADDON, MORGAN AND FOREMAN, P.C. 150 East 10" Avenue Denver, CO 80203 303.831.7364 HOUSE_OVERSIGHT_014788

50434327780003020 Wheelock Morgan D & Wheelock Judith 598
document 50434327780003020 WHEELOCK MORGAN D & WHEELOCK JUDITH 598 House Oversight Committee — Epstein Estate Records (Nov 2025)

001.00 1 CONDO COMMERCIAL 5043432778 BRAZILIAN COURT HOTEL AND CONDO * (***) 0460 CONDO COMM 1935 0 1

OGE Form 278e (March 2014)
document IMAGES-004-HOUSE_OVERSIGHT_016730.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…e) ae ot a 08-Nov-2018 $1,001 - $15,000 Sat CRM LONG/SHORT OPPORTUNITIES FUND 38 GMO 5GM MAJOR MARKETS FD-VI 39) JPMORGAN GL RES ENH IDX-R6 08-Nov-2018 $1,001 - $15,000 * J.P. Morgan is the sole Trustee. Donald J. Trump retains an income interest only in the Family Trusts...

OGE Form 278 (March 2014)
document IMAGES-004-HOUSE_OVERSIGHT_016734.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

… Sale ; Sale oe 5 8 |PIMCO SHORT-TERM FD-INSTL 12-Feb-2018 $1,007 - $15,000 9 JPM SHRT-INT MUNI BND-I FUND 3602 JPMORGAN GL RES ENH IDX-RG 25-Jan-2018 $1,001 - $15,000 Family Trust 3* * J.P. Morgan is the sole Trustee. Donald J. Trump retains an income interest only in th...

OGE Form 278e (March 2014)
document IMAGES-004-HOUSE_OVERSIGHT_016735.txt House Oversight Committee — Epstein Estate Records (Nov 2025)

…-INT MUNI BND-1 FUND 3602 26-Oct-2018 $1,001 SIX CIRCLES INTERNATIONAL IUNCONSTRAINED EQUITY FUND 26-Oct-2018 $1,001 JPMORGAN BETABUILDERS CANADA ETF 13-Aug-2018 $1,001 ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND 17-Jul-2018 $1,001 2 - $15,000 7 |SIX CIRCLES TAX AWARE ULTRAS...