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Brian L. Hein,
CIMA®
Consulting Group
Senior Vice President - Investments
Corporate Client Group Director
401(k) Consulting Director
Corporate Client Group Director
401(k) Consulting Director
6710 North Scottsdale Rd.
Suite 250
Scottsdale, AZ 85253
Suite 250
Scottsdale, AZ 85253
tel: 480-368-6507
toll free: 800-727-4888 ext. 6507
fax: 480-368-6622
toll free: 800-727-4888 ext. 6507
fax: 480-368-6622
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
- The Prudent Fiduciary
- Alternative Investments
- Baby Boomers Prepare for Retirement
- Understanding Our Behavioral Blind Spots
- Funds for School
- The Art of Rebalancing
- Investment Diversification Using Asset Allocation
- Prudent Investment Practices: Developing an Investment Policy Statement
- Return Appearances: Evaluating Performance
- What to Consider When Evaluating an Asset Management Firm
- Will Your Kids Inherit the Wealth Ethic or the Work Ethic?
- IRA Rollovers: Stashing Your Retirement Nest Egg
- Planning Beyond the Numbers
- Time Is Money: Deciding When to Take Social Security
- Do You Know Who Your IRA Beneficiary Is—and Why It Matters?
- Creating a Family Mission Statement
- For Some, Zero Capital Gains Tax Due
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.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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