The Dow as of the Previous Day’s Close
We would like to thank you for entrusting the Higgins Group at Morgan Stanley* and our firm to be your advisor. John Higgins, Senior Vice President-Wealth management, is a designated Family Wealth Director and Financial Advisor. Tom Grierson, Vice President-Wealth Management, is a Financial Advisor and Certified Financial Planner by the College of Financial Planning. Both designations require demonstrated professional knowledge and experience in a range of specialties including estate planning, traditional and alternative investments, control and restricted securities, lending, hedging and monetization and investment banking. Patty Woodie, a Senior Registered Associate, has worked closely with John and Tom for more than 15 years and with over 25 years of experience in the financial services industry, she brings an administrative expertise to the team that is second to none.
While your investment portfolio is always at the forefront of our minds, life is not simply a numbers game. The concerns that matter most to you—avoiding conflict and entitlement in the family, developing passions to inform your philanthropy and the strategies to support it, or successfully transferring family wealth—require a special knowledge, experience and commitment. The Higgins Group is dedicated to ensure that your personal and family values will always remain at the heart of your overall wealth management strategy. Working closely with you and your tax, legal and other personal advisors, the team will design strategic and tactical strategies to many of your most important concerns about your financial and human capital.
See Investing & Market Insights for the May On the Markets from the Global Investment Committee featuring
• "Equities Show Resilience, but ..." Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and chair of the firm’s Global Investment Committee, says equity markets appear to be looking beyond the soft patch in the economic data, but they may not be forgiving for long.
• "Positioning Portfolios for (Slightly) Higher Rates" We expect interest rates to trend higher through the year, which is why we are recommending investors shorten the duration in their bond portfolios.
• "Our Favored Overseas Plays" We find opportunities in Japanese automakers, European industrial restructurings, overseas tech champions and companies that sell to emerging market consumers.
Plus, look for more on economics, real estate investment trusts, energy, gold and asset allocation.
Morgan Stanley Investor Insights
The Powerful Way to Plan: The Grantor Retained Annuity Trust