September 2012

Goodbye, Smith Barney

Morgan Stanley (NYSE: MS) today announced that its U.S. wealth management business, Morgan Stanley Smith Barney, has been renamed Morgan Stanley Wealth Management (MSWM).

Arizona and the Demography as Destiny Thing

My friend Ken always sends me super-interesting reading material that isn’t necessarily in my regular wheelhouse. He works in the investment business as well and we share a similar belief that understanding demography holds the key to making longer-term investment decisions.  Yes, it’s paradoxical that people can know a lot more about 10 years from…