The Kopser Goodman Group - Morgan Stanley Team - CINCINNATI, OH
Morgan Stanley
The Kopser Goodman Group
at Morgan Stanley
4030 SMITH RD STE 200
tel: (513) 562-8391
toll-free: (800) 543-1825
fax: (513) 579-0050

bottom l-r: Tom Collins, Carol Goodman, Barbara Cowherd
top l-r: Lisa Putnam, David Kopser


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 November On the Markets from the Global Investment Committee featuring

    • "Back on Track" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains that the equity markets are back on track for the kind of year he was expecting at the start of the 2015. While not spectacular, he says, the stock market’s 4% return for the year to date is more than respectable for the eighth year of the recovery since the Great Recession and the financial crisis.

    • "Passing Through an Inflection Point" A run of soft economic data has some investors nervous about a global recession. Chetan Ahya and Elga Bartsch, co-heads of Morgan Stanley Global Economics, write that while the global recovery is bumpy, brittle and below par, they don’t expect a recession.

    • "A Quest for Quality" While US stocks have largely recovered the ground lost in the August sell-off, don’t read it as an “all clear” signal, writes Lisa Shalett, head of investment and portfolio strategies for Morgan Stanley Wealth Management. Going forward, investors will need a different strategy.

    Plus, look for more on equities and bonds, as well as a question-and-answer session with Afsaneh Beschloss, chief executive officer of The Rock Creek Group, hedge fund manager and former treasurer and chief investment officer of the World Bank.

  • Have you considered the odds that you will need long term care? Long term care insurance can be a valuable extension of your retirement and financial strategies and help protect your savings. To learn more, call or email us.

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