The Kopser Goodman Group - Morgan Stanley Team - CINCINNATI, OH
Morgan Stanley
The Kopser Goodman Group
at Morgan Stanley
4030 SMITH RD STE 200
CINCINNATI, OH 45209
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

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 September On the Markets from the Global Investment Committee featuring

    • "Shaken, Not Stirred" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says despite the US stock market’s recent fall, not much has changed to his outlook for growth and earnings, especially in the US. The extreme volatility, he explains, is a result of global rebalancing, which ultimately may lead to a more sustainable expansion.

    • "Equities, the Dollar, Gas Price and Recession Risk" The US dollar is a headwind for equities, but oil prices could be a big plus for consumers and companies, explains Ellen Zentner, chief US economist for Morgan Stanley & Co. Also noteworthy is the fact that the firm’s economic models indicate a very low probability of recession.

    • "The Value of Rebalancing" Markets can make a well-constructed portfolio go awry. Periodic rebalancing will bring the asset allocation back in line—and may even enhance returns.

    Plus, look for more on equities and bonds, and a question-and-answer session with a veteran investment strategist who focuses on US stocks.

  • 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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