Managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial
forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects
the realities of your life and the uniqueness of your long term goals.
As a Financial Advisor, I am committed to building a relationship of trust in which I can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, I hope you will come to regard me as a valued resource and a professional who can help you make a more informed decision on any financial issue.
My most important goal: to help you achieve your objectives, providing guidance that helps your wealth do more for you.
- I began my career with Morgan Stanley in 1992 during my senior year at Emory University.
See November On the Markets from the Global Investment Committee featuring
• “Jumping on the Bandwagon” In the World Series, we have two teams long seen as losers who are now considered winners and with that comes the inevitable bandwagon jumpers. In a like manner, we’ve seen formerly out-of-favor assets performing better this year, and we’re seeing bandwagon jumpers moving into them as well, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management.
• “Resolving Uncertainty” Once we are past the election and a Federal Reserve interest rate hike, US equities could go higher writes Lisa Shalett, head of investment & portfolio strategies at Morgan Stanley Wealth Management.
• “Introducing Our Short-Term Stock and Bond Indicator” re markets poised to reward an overweight allocation to stocks, or should one retreat to a more defensive fixed income position? Our new indicator answers this question by measuring a myriad of economic and market data in a disciplined and consistent manner.
• Plus, look for more on US and international equities, fixed income and economics.
Do questions like these impact your retirement picture: Do I have enough to cover my needs, my dreams and the unexpected? How do today's choices affect others I care about tomorrow? Is there life after work? To learn more about developing a strategy to help you achieve the retirement you envision, call or email.
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Joshua S. Weber holds the following registrations:
Securities Agent: AL, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MT, NC, NH, NJ, NY, OH, PA, SC, SD, TN, TX, VA, VT; General Securities Representative; Investment Advisor Representative; Managed Futures
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