Top Content Curve
Financial Advisors
2882 Sand Hill Road
Suite 200
Menlo Park, CA 94025
Suite 200
Menlo Park, CA 94025
tel: 650-234-5122
toll free: 800-456-0914
fax: 650-234-5150
toll free: 800-456-0914
fax: 650-234-5150
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.
- Seven Strategies for Investing During Volatile Markets
- Investment Diversification Using Asset Allocation
- Return Appearances: Evaluating Performance
- What to Consider When Evaluating an Asset Management Firm
- A Delicate Balance: Setting Endowment Spending and Investment Policies
- Fiduciary Responsibility and Spending Policy Statements
- Understanding Our Behavioral Blind Spots
- Alternative Investments
- The Art of Rebalancing
- How to Smartly Give Away Assets During Your Lifetime
- Will Your Kids Inherit the Wealth Ethic or the Work Ethic?
- Addressing the Wealth Planning Needs of Women Investors
- 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
- Investing in a Greener World
- Leaving a Legacy of More Than Wealth For The Next Generation
- Protecting Yourself from Identity Theft
- The Capital Gains Tax Rate: Is Change on the Horizon?
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
Bottom Content Curve