The Shadden Group - Morgan Stanley Team - Long Beach, CA
Morgan Stanley
The Shadden Group
at Morgan Stanley
Portfolio Management Group
6700 E. Pacific Coast Hwy, Ste. 110
Long Beach, CA 90803
tel: (562) 901-4340
toll-free: (800) 556-7538
fax: (562) 472-2683

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.




Bulletin Board
  • Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted under Investing & Market Insights, will provide guidance. Whenever you have questions about market activity, please contact us.

  • See October On the Markets from the Global Investment Committee featuring

    “Enjoy the Ride” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., observes that sometimes the investment environment may feel both boring in the present and unsettling in the context of future uncertainty. From either perspective, the fundamentals can support a global equity market rally, so hang on and enjoy the ride. 

    “Why We Differ on Japan” Morgan Stanley & Co.’s strategists and economists are more bullish than the Wall Street consensus on both the Japanese economy and Japanese equities. In this report, they explain why. 

    • “The Time Is Right for Long-Lagging Industrials” Rising oil prices, a weaker US dollar, hurricane rebuilding, possible tax reform and a potential infrastructure program brighten the outlook for industrials.

    • Plus, look for more on the economy, bonds and private market investments, as well as a Q&A featuring Jeffrey Gundlach of DoubleLine Capital, who argues that the bull market in fixed income securities is fading. 

  • Read “Your Assets are Safeguarded” for insightful information about asset segregation, FDIC and SIPC protections and Morgan Stanley capital reserves.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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