For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
- 401k Rollovers
- 529 Plans
- Annuities
- Asset Management
- Business Planning
- Business Succession Planning
- Cash Management
- Certificates of Deposit
- Corporate 529 Plans
- Corporate Cash Management
- Corporate Retirement Plans
- Corporate Trust Services
- Corporations
- Education Planning
- Endowments and Foundations
- Estate Planning
- Exchange Traded Funds
- Family Consulting
- Financial Planning
- Fixed Income
- Insurance Services
- Investment Policy Statements
- Lending Services
- Life Insurance
- Municipal Bonds
- Planning for Special Needs Individuals
- Professional Portfolio Management
- Qualified Plans
- Qualified Retirement Plans
- Retirement Planning
- Socially Responsible Investing
- Wealth Management
- UW-Madison
- Licensing: Series 7, 63, 10, 11
- Long Term Care License
- 1993
- present: Morgan Stanley Smith Barney
- 1989
- 1993: Blunt Ellis @ Loewi, Madison, WI
See Market Insights for the May On the Markets from the Global Investment Committee featuring
• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?
• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.
• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.
Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.
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Whenever the market is up or down 150 points, the 150 Point Letter posted under Market Insights, will provide insight. Whenever you have questions about market activity, please contact us.
