Jefferson Rogers - Morgan Stanley Financial Advisor - CHICAGO, IL
Morgan Stanley
Jefferson Rogers, CFP
Financial Advisor
70 WEST MADISON STREET
CHICAGO, IL 60602
tel: (312) 827-6827
toll-free: (800) 488-4280 
fax: (312) 984-4695
External Insights
Perspective and Vision from Prominent Industry Professionals
Read exclusive content from third-party money managers, economists, academics, and other financial professionals that cuts through the clutter with actionable investment guidance.
CURRENT INSIGHTS

An Income Strategy for a Rising Rate Environment
Peter Vanderlee and Mark McAllister, ClearBridge Investments
March 2015
ClearBridge Investments’ Peter Vanderlee and Mark McAllister believe that a mix of MLPs, REITs and stocks has the potential to produce a long-term “trifecta” for appropriate investors   Read More
Investing With Impact in Fixed Income
Matt Buscone, Breckinridge Capital Advisors
March 2015
Matt Buscone of Breckinridge Capital Advisors explains how appropriate investors can integrate socially responsible strategies into the fixed-income portion of their portfolios   Read More
A Gathering of Great Ideas
David Millar, Invesco
March 2015
Invesco’s David Millar melds over two dozen economic ideas into a single multi-asset portfolio with his team’s absolute return strategy   Read More
Does It Pay to Avoid Big Decisions?
Scott Wolle, Invesco
February 2015
Smaller, more frequent asset-allocation choices made from the ground up may reduce the risk of a disastrous market call, says Invesco’s Scott Wolle   Read More
I would be happy to answer any questions you have about the topics explored here and discuss how we can work together to help you achieve financial success. Please feel free to contact me.
PAST INSIGHTS

Sectors are big drivers of stock-market return, a Fidelity study found. So why don’t they play a bigger role when it comes to building a portfolio?   Read More
Columbia Management’s Colin Moore discusses strategies for how to invest in an era of lower economic growth rates   Read More
RECENT INSIGHTS

Matt Sommer of Janus offers suggestions for making the most of your social security benefit   Read More
Many MLPs are riskier than you may believe, so careful selection is critical, says Jim Murchie of Energy Income Partners   Read More
Pioneer’s Mike Temple explains why and how the unconstrained bond category is a potentially misunderstood segment of the mutual fund market   Read More
Low rates, high stock prices and full corporate coffers provide an ideal backdrop for surging activity, say Roy Behren and Mike Shannon of Westchester Capital Management   Read More
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Awards Disclosures
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