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 July On the Markets from the Global Investment Committee featuring

    “Moving Forward  This has been an exciting year for investors, but in a bad way: higher volatility without much return. Some of that comes from political developments, which, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, are difficult to analyze from an investment standpoint. Still, economics can be quantified, and Wilson notes that global growth likely bottomed months ago and important indicators are pointing upward.

    “Beyond the Brexit Vote"  UK voters surprised pundits and shocked financial markets when they voted to leave the European Union. While breaking away could take years, the markets typically don’t like such uncertainty.

    “Financials—A Catch-Up Value Opportunity”  Value stocks have been ascendant this year, but financials—the largest sector in the value indexes—so far have not participated. However, in our view, the stage is now being set. 

    • Plus, look for more on the equities, bonds and alternative investments.

  • 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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