The Grossman Wealth Advisor Group is a family team working with successful families to help them make smart decisions with their money. Our group strives to be the dependable and trusted partner for everyone whose lives we touch. We look for ways to innovate and provide a superior investment process while servicing the needs of our clients above all.
We begin by helping each client define their goals--both short and long term. We consistently collaborate with our clients on scheduled calls and in portfolio reviews to help them stay on track with their life goals. Our commitment to communication allows us to adapt to various investment environments as well as the inevitable changes in each family’s situation.
Attention to all generations of the family is essential. We share both the cheers and tears with our families. We celebrate new homes and graduations. We toast weddings and births. We also support them during the difficult times that life may deal. Ours is a lifelong commitment and our team is built for that service.
To see timely market recap, see Cash Market Rates Snapshot.
See September On the Markets from the Global Investment Committee featuring
• “Attitude Matters” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says few investors believe the world can overcome the obstacles it faces. And this attitude, he adds, prevents them from seeing and acting on positive developments.
• “Say What? Biotech Is Cheaper Than Pharma?” Historically, US biotechnology stocks have traded at a big premium to big European and US pharmaceutical companies because of their much faster growth rate. But now, for a variety of reasons, biotech is on a par with big pharma or even cheaper. Adam Parker, chief US equity strategist for Morgan Stanley & Co., explains how this anomalous behavior came to be.
• "Higher Oil Prices and Reforms Give MLPs a Lift" Last year, midstream master limited partnerships faced a perfect storm of lower commodity prices, falling US hydrocarbon production and rising interest rates—and the results were brutal. Now, attractive valuation, higher energy prices and industry reforms give MLPs a brighter outlook, writes Vijay Chandar, market strategist for Morgan Stanley Wealth Management.
• Plus, look for more on equities, fixed income and a Q&A with Morgan Stanley Investment Management’s Ruchir Sharma about the changing nature of the emerging markets.
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