Wealthy individuals and their families rely on their Financial Advisors for more than advice on whether to buy, sell or hold a security. Many of them are concerned about such complex issues as supporting an aging parent without depleting their legacy, maintaining their lifestyle after a divorce or retiring with the knowledge that their thriving business will continue to flourish.
The DeSoto Holland Wealth Management Group believes in a holistic approach that helps clients address both sides of their personal balance sheet and every aspect of their finances. We know that too often, people tend to compartmentalize their financial concerns and address them individually without any overarching plan. That’s why our clients look to us for comprehensive strategies that encompass such diverse disciplines as business transition, estate planning, debt structuring, and portfolio management.
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 a way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow 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.
See June On the Markets from the Global Investment Committee featuring
• "Just Peachy" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says the kick-off to summer is often a time when investors ask, “How we doin’?” The answer: just peachy. Global equities and bonds so far have earned what would be heady returns for a whole year.
• “(Tech)nical Floor for Profit Margins” S&P 500 profit margins are at a peak and, given that they tend to be cyclical, might be expected to decline. Even so, Daniel Skelly, senior equity strategist for Morgan Stanley Wealth Management, says big tech stocks with plump margins may keep the S&P’s margins higher than in past cycles.
• “How Shrinking the Fed’s Balance Sheet Could Play Out” In October, the Federal Reserve is expected to start shrinking its balance sheet by halting reinvestment of both Treasury bonds and mortgage-backed securities. Adam Richmond, Matthew Hornbach and Jay Bacow, fixed income strategists for Morgan Stanley & Co., examine the ripple effects this policy may have on fixed income markets.
• Plus, look for more on economics and investment strategy, and a Q&A featuring Jesper Kolls, chief investment officer of WisdomTree Japan.
If you are considering starting or upgrading your retirement plan for your business, see Product & Service Materials for some timely information.
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