Branch Manager
Family Wealth Director
39th Floor
Boston, MA 02109
toll free: 800-752-2678
fax: 617-227-9070
- See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
- As Certified Financial Planners, our Financial Advisors review your whole financial picture to educate you on the best decisions for you & your family to obtain reasonable returns within your risk tolerance while providing high quality of service.
- For planning strategies to discuss with your Financial Advisor and tax professional before year-end, see the 2009 Year-End Tax Planning Checklist under the Financial Planning link.
2009 Year-End Tax Planning Guide (pdf)
On the Markets (pdf)
Welcome to Morgan Stanley Smith Barney (pdf)

