For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
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- Michigan State University
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- Present: Morgan Stanley
Vice President Wealth Mangement
- 1994: Kidder Peabody
See November On the Markets from the Global Investment Committee featuring
• “Jumping on the Bandwagon” In the World Series, we have two teams long seen as losers who are now considered winners and with that comes the inevitable bandwagon jumpers. In a like manner, we’ve seen formerly out-of-favor assets performing better this year, and we’re seeing bandwagon jumpers moving into them as well, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management.
• “Resolving Uncertainty” Once we are past the election and a Federal Reserve interest rate hike, US equities could go higher writes Lisa Shalett, head of investment & portfolio strategies at Morgan Stanley Wealth Management.
• “Introducing Our Short-Term Stock and Bond Indicator” re markets poised to reward an overweight allocation to stocks, or should one retreat to a more defensive fixed income position? Our new indicator answers this question by measuring a myriad of economic and market data in a disciplined and consistent manner.
• Plus, look for more on US and international equities, fixed income and economics.
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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
On the Markets - Flipbook