The Lamberson Morningstar Group - Morgan Stanley Team - Pittsburgh, PA
Morgan Stanley
The Lamberson Morningstar Group
at Morgan Stanley
One PPG Place
Suite 1300
Pittsburgh, PA 15222
tel: (412) 434-8016
fax: (412) 774-2026
Welcome

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.




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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.

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