Advice beyond your investment portfolio
Whether you’re seeking to accumulate, preserve or transfer assets to the next generation, you can benefit from the guidance of a well-qualified Financial Advisor.
At The Biederman Group, we aim to provide personalized strategies to help you negotiate life’s transitions and navigate today’s complex financial markets. Our coordinated wealth management strategies go far beyond investing to encompass every aspect of your financial life:
Our discretionary investment management approach features carefully selected third party managers with records of superior performance in bull, bear and neutral markets. As a Certified Investment Management® Analyst (CIMA), Dan Biederman, Senior Vice President, Senior Investment Management Consultant and the team’s founder, is well qualified to help you develop a strategy that meets your specific objectives, timeframe and risk tolerance.
Investment strategies change as you approach retirement. Asset accumulation may still be important, but perhaps not so much as income generation. We help you quantify anticipated expenses, plan for unanticipated ones and invest your assets seeking to generate income that sees you through your retirement years.
We work closely with your attorney and accountant to help create and implement an estate plan strategy that seeks to eliminate excessive taxation, while minimizing family turmoil. For many of our clients, we confer with children and other beneficiaries to set expectations and educate them on the responsibilities their inheritance will someday require.
The Biederman Group at Morgan Stanley can help make a difference in your financial life, while seeking to secure the futures of your children and grandchildren. We take pride in the depth and longevity of our client relationships and the fact that so many of them extend from generation to generation.
The finest compliment we can receive is a referral from our friends and clients.
To see timely market recap, see Cash Market Rates Snapshot.
See January On the Markets from the Global Investment Committee featuring
• "2015: The Great Rebalancing Act" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees a global rebalancing this year that should lead to broader economic and earnings growth, including an acceleration in Europe, Japan and several emerging markets. He is still bullish on US equities, but even more so on stock markets in Europe and Japan.
• "The US Economy: Are We There Yet?" The US is in the midst of a tepid cyclical pickup in aggregate demand, writes Vincent Reinhart, chief US economist for Morgan Stanley & Co. Lower energy costs should help boost economic activity in the near term, and fiscal policy is becoming a bit more supportive of growth.
• "Volatility … It’s Back!" The Federal Reserve’s unconventional Quantitative Easing (QE) policy of the past five years kept market volatility in check. Now that QE is over, volatility is picking up. Here are some ideas for investors on how to deal with market swings.
• Plus, look for more on US and global equities, fixed income investments, commodities and real estate.