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Financial Advisors
31099 Chagrin Blvd
3rd Floor
Pepper Pike, OH 44124
3rd Floor
Pepper Pike, OH 44124
tel: 216-360-4900
toll free: 800-892-6126
fax: 216-360-4990
toll free: 800-892-6126
fax: 216-360-4990
Educational Articles
At Morgan Stanley Smith Barney, we know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. We offer our clients intelligent counsel based on our research, intellect and hard work. Please review the articles below to learn more about the products and services available to our clients.
- Investing in a Greener World
- Ethical Will—Not the Only Way
- Recessions and Bear Markets: The Connection Isn’t as Close as You Might Think
- Addressing the Wealth Planning Needs of Women Investors
- Baby Boomers Prepare for Retirement
- Understanding Our Behavioral Blind Spots
- Early IRA Withdrawals Can Be Costly
- The Art of Rebalancing
- Developing Investment Policy Statements for Foundations
- Fiduciary Responsibility and Spending Policy Statements
- Investment Diversification Using Asset Allocation
- IRAs – Still Popular After All These Years
- Cracking Your Nest Egg
- Retiring Right
- Time Is Money: Deciding When to Take Social Security
- Do You Know Who Your IRA Beneficiary Is—and Why It Matters?
- Staggered Retirement: When One Spouse Leaves the Workforce
- For Some, Zero Capital Gains Tax Due
- The Life Stages of Wealth: What You Should Consider Today and Tomorrow by Women & Co.
- Instilling Financial Values in Your Children and Grandchildren by Women & Co.
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.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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