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The Peterson Bonnie Group
The Peterson Bonnie Group
at Morgan Stanley Smith Barney
Financial Advisors
370 17 Street
Suite 2800
Denver, CO 80202
tel: 303-572-4828
toll free: 800-477-3041
fax: 303-825-4407
Left to right: Douglas Bonnie, Catherine Sterling,
Jeffrey Peterson
Email Us
Welcome Meet Our Group Services
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisors, we will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of our long-term commitment to our clients.
Services
  • Estate Planning
  • Family Consulting
  • Financial Planning
  • Municipal Bonds
  • Wealth Management
  • 401k Rollovers
  • Asset Management
  • Retirement Planning
  • Business Succession Planning
  • Professional Portfolio Management
  • Education Planning
Bulletin Board
  • Ask us about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
  • 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.
  • A special thank you at Thanksgiving time to express our sincere appreciation for your continued confidence and loyalty. We wish you and your family a happy and healthy Thanksgiving Day.
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.
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.
FEATURED REPORTS

On the Markets (pdf)

Rollovers: Stashing Your Retirement Nest Egg (pdf)

Equity Market Daily (pdf)
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