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Consulting Group
46 Centerra Parkway
Evergreen Center Suite 101
Lebanon, NH 03766
Evergreen Center Suite 101
Lebanon, NH 03766
tel: 603-643-4520
toll free: 800-732-9986
fax: 603-643-5419
toll free: 800-732-9986
fax: 603-643-5419
l - r: Mairi A. Brayton, John T. Souther, CFA® ,
Mark B. Severs, CFP®
Mark B. Severs, CFP®
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.
- Creating a Family Mission Statement
- Will Your Kids Inherit the Wealth Ethic or the Work Ethic?
- Staggered Retirement: When One Spouse Leaves the Workforce
- The Hard Facts of Long-Term Care Insurance
- Healthcare Planning: Practical Considerations for a ‘Graying’ America, Part I
- Healthcare Planning: Practical Considerations for a ‘Graying’ America, Part II: Medicare and Medigap
- Healthcare Planning: Practical Considerations for a ‘Graying’ America, Part III—Long-term Care
- A Delicate Balance: Setting Endowment Spending and Investment Policies
- Developing Investment Policy Statements for Foundations
- Fiduciary Responsibility and Spending Policy Statements
- Prudent Investment Practices: Developing an Investment Policy Statement
- Recessions and Bear Markets: The Connection Isn’t as Close as You Might Think
- Understanding Our Behavioral Blind Spots
- Seven Strategies for Investing During Volatile Markets
- 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.
*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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