At The King Poljak Group, we take pride in our personalized approach to wealth management that has enabled us to serve our clients and their families from generation to generation. We are committed to helping you identify and reach your most important objectives with strategies designed specifically with your needs, attitudes and values in mind. And if we do say so ourselves, our credentials are impeccable:
A PhD in Economics.
Advanced industry designations like Certified Investment Management Analyst (CIMA) from the Wharton School of Business at the University of Pennsylvania and Certified Financial Planner (CFP)
Years of experience helping clients address both sides of their personal balance sheets and every aspect of their finances.
The King Poljak Group offers the personal attention you would expect from a local team of dedicated financial professionals, but we also provide access to the vast resources of Morgan Stanley, one of the world’s most respected financial services firms. This combination helps us provide our clients with the advice and guidance they need to:
Retire with confidence, not compromise
Transfer wealth to the next generation
Support aging parents without depleting a legacy
Adapt to divorce or the death of a loved one
Exit a business or start a new one
Whatever your challenges, we can help you surmount them... and always with a cohesive plan that reflects your unique circumstances, timeframe and risk tolerance.
See April On the Markets from the Global Investment Committee featuring
• "Déjà Vu All Over Again" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees similarities between this year’s stock market behavior and that of early 2014. In both years, stocks were off to a rocky start. Last year, the S&P 500 went on to amass a double-digit gain. He says the stock market is now poised for a rebound as well.
• "New Titans of Tech" The leading companies in technology today are clustered in four critical areas: security, mobile/social, analytics and the cloud. Casey Galligan and Vijay Chandar, market strategists at Morgan Stanley Wealth Management, describe the new look of the tech sector.
• "Buying Bonds in a Brutal Market" Yes, global yields are at levels so low that they were inconceivable just a few years ago. That may turn off some investors, but many need to buy bonds for portfolio diversification. Doug Peebles, head of fixed income at AB, explains how he handles the task.
Plus, more on global equities, fixed income securities, currencies and the economy.
To see timely market recap, see Cash Market Rates Snapshot.
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