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.
Kristy Tochihara, Financial Advisor, recently attended The SkyBridge Alternatives (SALT) Conference in Last Vegas, Nevada. A seminar devoted to aiding in equitable discussions and dialogues on macro-economic trends, geo-political events and various financing opportunities within the context of an ever changing international economy, she had the opportunity to hear from many renowned speakers from around the world including Prime Minister, Tony Blair, Nouriel Roubini, James Carville and Karl Rove, Valerie Jarrett and Larry Summers amongst many others. With several hundred thought leaders, public policy officials, business professionals and investors from over 42 countries and 6 continents, the SALT Conference granted Kristy an unparalleled chance to connect with international directors and network with corporate associates.
You've worked hard to build your retirement assets. Isn't it time they were professionally managed? Call or E-mail us for more information about our Portfolio Management Program.
See August On the Markets from the Global Investment Committee featuring
• "What Lies Beneath" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says the US stock market’s “weak breadth” has many market pundits worried about the next big downturn. Wilson explains that this condition can last for years as the overall market rises at a slower pace, making it imperative to look at what lies beneath the surface in order to make money consistently.
• "The Dragon and the Elephant" China and India attract investors because together they account for nearly 40% of the world’s population. To invest in China, investors need to be selective; in India, they need to be patient. Sachin Manchanda and Katy Zhao, equity strategists at Morgan Stanley Wealth Management, explain it all.
• "Why Gold Remains Stuck in a Bear Market" With the Federal Reserve and other central banks working to create inflation, why is gold, a traditional inflation hedge, trading near its five-year low? Lisa Shalett, head of investment and portfolio strategies for Morgan Stanley Wealth Management, says it has to do with a slump in commodities overall—and anticipation of a Fed rate hike later this year.
Plus, look for more on equities and bonds, and a question-and-answer session with a veteran investment strategist who is an expert on China.