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.




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  • 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 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.

  • 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.

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