The Fortis Group - Morgan Stanley Team - HUNT VALLEY, MD
Morgan Stanley
The Fortis Group
at Morgan Stanley
303 INTERNATIONAL CIRCLE STE 500
HUNT VALLEY, MD 21030
tel: (410) 527-3354
toll-free: (888) 435-2281 
fax: (410) 229-8282
Team Members:  Philip Lee, Matthew May, Jackie Borkman, Chad Vaughn & Eric Brann
Welcome

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.




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

    • "The ECB Delivers" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees the European Central Bank’s recently announced Quantitative Easing plan as being larger and more credible than the market expected, showing the bank’s commitment to fighting deflationary forces. It also has implications for how investors should position their portfolios.

    • "Lower Oil, Higher Dollar Lift GDP Forecast" Cheaper energy bolsters consumer spending, but could dampen capital spending later in the year. The higher dollar puts downward pressure on prices and gives consumers more purchasing power. All told, Morgan Stanley & Co.’s 2015 US GDP forecast shifts to 3.3% from 2.9%.

    • "Will Consensus Earnings Ever Be Right?" In January of most years, consensus earnings estimates show, on average, a 14% earnings gain for the S&P 500 companies—a forecast that usually falls to 6%, on average, by December. This year, analysts have slashed forecasts for energy and related companies so much that the current 2015 forecast is for 2% growth, which Adam Parker, chief US equity strategist for Morgan Stanley & Co., argues is just too low.

    Plus, look for more on US and global equities as well as fixed income investments.

  • As CERTIFIED FINANCIAL PLANNER practitioners, we will review your whole financial picture to educate you on the best decisions for you & your family to help achieve your goals within your risk tolerance while providing high quality of service. To learn more, email us.

  • Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted under Featured Reports, will provide insight. Whenever you have questions about market activity, please contact us.

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