Boddiford-Koras Group - Morgan Stanley Team - LUTHERVILLE, MD
Morgan Stanley
Boddiford-Koras Group
at Morgan Stanley
2330 W JOPPA RD SUITE 255
LUTHERVILLE, MD 21093
tel: (410) 494-8352
toll-free: (800) 662-2576
fax: (443) 773-0474
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 August On the Markets from the Global Investment Committee featuring

    “The Late Innings Can Be Exciting” CIO Mike Wilson writes that if, as he predicts, large-cap growth and small-cap stocks finally take their turns in the rolling bear market, we will be in the final inning of the bull market—and, as in baseball, the final innings can be quite exciting.

    “A Case for Industrials” Looking into 2019, the industrials sector has the greatest consensus earnings outlook of the cyclical sectors, writes Denny Galindo, an equity strategist for Morgan Stanley Wealth Management. What’s more, the sector’s earnings multiple is modest. 

    • “What Is the Yield Curve Telling Us?” Economists and investors have long looked to the yield curve—specifically the difference in yields on two-year and 10-year US Treasuries—as an early warning sign of recession. For a number of reasons, that metric may no longer be reliable, writes Lisa Shalett, head of Wealth Management Resources and head of Investment & Portfolio Strategies for Morgan Stanley Wealth Management. She explores an alternative metric that may be more relevant in today’s environment.

    • Plus, look for more on equities, fixed income and a Q&A with Jeff Jorgensen, a major investor in master limited partnerships.

  • As Financial Advisors whose focus is on wealth management, we are aware of the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments— to talk to us about your business needs, too, call or email us.

  • As a business owner, are you satisfied with your 401(k) plan? Are you interested in a more cost-effective plan? Call or email us to learn more about how we work with business owners to make the right investment decisions for your plan.

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