Top Content Curve
Chris Bidwell
Consulting Group
Vice President - Wealth Management
Senior Investment Management Consultant
Corporate Client Group Director
Financial Planning Specialist
Senior Investment Management Consultant
Corporate Client Group Director
Financial Planning Specialist
110 North Main Street
Suite 1100
Dayton, OH 45402
Suite 1100
Dayton, OH 45402
tel: 937-223-4018
toll free: 800-223-0644
fax: 937-223-4010
toll free: 800-223-0644
fax: 937-223-4010
Brochures
Morgan Stanley Smith Barney publishes a significant number of special research reports and investment analyses. Here is a selection of some of these reports available to you online in PDF format.
- Consulting Group: Lessons of Value - Teaching Children the Financial Facts of Life (pdf)
- Consulting Group: The Pitfalls of Investor Psychology - Behavioral Bias Can Lead to Costly Errors (pdf)
- Consulting Group: The Subtle Art of Rebalancing (pdf)
- IRAs: Powering Your Retirement (pdf)
- Retirement Standard Checklist (pdf)
- Rollovers: Stashing Your Retirement Nest Egg (pdf)
- IRA Rollover Guide (pdf)
- CPWM: Retirement Analysis (pdf)
- Perspectives in Estate Planning (pdf)
- Charitable Giving at a Glance (pdf)
- Consulting Group: All About Alpha - Investors Should Use Caution in Assessing Performance (pdf)
- Understanding Your Account Statement (pdf)
- How You Can Survive a Layoff (pdf)
- Consulting Group: Recessions and Bear Markets - The Connection Isn't as Close as You May Think (pdf)
- An Easy Boat to Miss: Annualized Increase in the S&P 500 - 1980 - 2008 (pdf)
- How Much is Enough? Income and Cash Flow Planning (pdf)
- Making the Grade - Ten Essential Lessons for Funding a Child's Education (pdf)
- FMA at a glance (pdf)
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.
PDFs Requires the Adobe® Acrobat® Reader plug-in for viewing. This software is available free from Adobe®. Frequently Asked Questions About PDFs
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.
Bottom Content Curve