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 February On the Markets from the Global Investment Committee featuring
• “A Rough Start” The financial markets just completed one of the worst Januarys on record. Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, believes the volatility could continue into the spring. The upside is likely to be limited, but with some tactical trading opportunities.
• “The Four D’s of Recession” Ellen Zentner, chief US economist for Morgan Stanley & Co, watches deceleration, diffusion, depth and duration—the “four D’s”—to determine if a recession is in the works. For now, she gives it a 20% probability.
• “Favor Quality Growth Stocks With Catalysts” In the year ahead, owning quality growth stocks may not be enough, writes Dan Skelly, senior equity strategist for Morgan Stanley Wealth Management. He says companies need to have a catalyst such as a sustainable technology trend or political and/or athletic events to help them realize their potential.
Plus, look for more on economics, bonds and alternative investments.