The Forster Group - Morgan Stanley Team - Santa Barbara, CA
Morgan Stanley
The Forster Group
at Morgan Stanley
Consulting Group
1014 Santa Barbara Street
Santa Barbara, CA 93101
tel: (805) 564-7910
toll-free: (800) 874-0282
fax: (805) 564-7949

Retirement and Financial Planning Specialists

Welcome

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.




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  • We invite you to view our Retirement Education Presentations below:

    Target Date Funds

    Optimizing your 401(k)

    Borrowing from Your 401(k)

    Five Steps to Help You Towards Retirement

    Choosing Investments for Your Retirement

  • Click here to view Lisa Shallet's article Can Low Volatility Last While Uncertainty Is High?

  • See December On the Markets from the Global Investment Committee featuring

    “Be Thankful” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says we are still “firmly entrenched” in a classic late-cycle economy and bull market, but the high returns we experienced this year are unlikely to be repeated in 2018. 

    Ringing in Year 10 of the US Economic Expansion Midway through next year, the US will celebrate its 10th year of economic expansion, notes Ellen Zentner, chief US economist for Morgan Stanley & Co. Though unemployment is low and interest rates are rising, a lack of overheating in critical sectors such as housing suggests the economy has room to run. 

    • Global Equities Move Into Thin Air New 12-month forecasts for global equity markets imply only modest single-digits gains, according to Morgan Stanley & Co. equity strategists. That’s because earnings growth is likely to slow and price/earnings ratios will probably undergo compression.

    • Plus, look for more on the economy, equities and bonds. 

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This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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