The Bolin Group - Morgan Stanley Team - Beavercreek, OH
Morgan Stanley
The Bolin Group
at Morgan Stanley
Portfolio Management Group
4380 Buckeye Lane
Suite 200
Beavercreek, OH 45440
tel: (937) 431-7800
toll-free: (888) 251-2124
fax: (937) 431-7805
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 December On the Markets from the Global Investment Committee featuring

    “Animal Spirits”  The pall of uncertainty that hung over the markets back in October lifted after the election, unleashing “animal spirits.” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains this phenomenon and its importance.

    “Earnings Trump Uncertainty”  Morgan Stanley & Co.’s equity strategists see rising corporate earnings for the US, Europe, Japan and the emerging markets in 2017. These gains, they say, should be strong enough to buffer the equity markets from potential valuation pressures.

    “Tis the Season for Tax Swaps”  Now is the time of year for investors to capture losses in their portfolios to offset gains realized this year or in the future. Morgan Stanley Wealth Management’s team that follows closed-end and exchange-traded funds explains how it’s done.

    • Plus, look for more on economics, fixed income and alternative investments.  

  • Get to know our team better. Read our Team Brochure. Just click on the Newsletters & Brochures link on the left-hand side to access it. We hope you will enjoy getting to know us better.

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