Investing

Our investing and wealth management offerings encompass every aspect of your financial world from traditional and alternative investments to comprehensive wealth planning solutions to meet all of your life’s goals.
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.
Learn more about Five Smart Strategies to Use a Bonus or Raise
How to Prepare for Changes this Tax Season

How to Prepare for Changes this Tax Season

April 15th will be here before you know it. Here’s an overview of the latest tax changes and what the new law could mean for your situation.
Learn more about How to Prepare for Changes this Tax Season
Addressing Gender Diversity in Impact Investing

Addressing Gender Diversity in Impact Investing

Integrating gender-related criteria into your portfolio is getting easier, as investment options proliferate.
Learn more about Addressing Gender Diversity in Impact Investing
Actively Pursuing Tax Alpha

Actively Pursuing Tax Alpha

Incorporating tax-sensitive investing can capitalize on market fluctuations and potentially yield better after-tax results.
Learn more about Actively Pursuing Tax Alpha
Morgan Stanley Skills for Amazon Alexa

Morgan Stanley Skills for Amazon Alexa

Enable Morgan Stanley Skills on Amazon Alexa to get our Thoughts on the Market, Ideas Briefing and more.
Learn more about Morgan Stanley Skills for Amazon Alexa
The Stock Market Today vs. the Dot-Com Era

The Stock Market Today vs. the Dot-Com Era

Stock market performance now has a lot in common with the late 1990s, but some important differences exist. What might that mean for future returns?
Learn more about The Stock Market Today vs. the Dot-Com Era
The Morgan Stanley Franchise

The Morgan Stanley Franchise

Our global presence, vast resources and exceptional reputation underscore the strength of leadership at Morgan Stanley.
Learn more about The Morgan Stanley Franchise
Portfolio Management

Portfolio Management

As your life evolves and grows more complex, your financial strategy — and the options for implementing that strategy — tends to grow in complexity as well.
Learn more about Portfolio Management
The Global Macro Analyst

The Global Macro Analyst

Commentary and analysis from Morgan Stanley Research on global market topics such as currencies, fixed income, commodities and equities.
Learn more about The Global Macro Analyst
Blockchain

Blockchain

As the price of cryptocurrencies like bitcoin have fluctuated wildly over the last year, bitcoin, and blockchain, the underlying technology that powers it, have captured the popular imagination.
Learn more about Blockchain
Washington Update

Washington Update

A Summary of Key Legislative and Regulatory Developments Affecting Retirement Savings.
Learn more about Washington Update
Morgan Stanley's Institute for Sustainable Investing

Morgan Stanley's Institute for Sustainable Investing

Investors are now seeing that sustainable investing creates a positive impact as well as potentially promising returns.
Learn more about Morgan Stanley's Institute for Sustainable Investing
Is It Time to Sell Your Fund?

Is It Time to Sell Your Fund?

Investors typically spend a lot of time deciding when to buy a fund. But deciding when to sell can be just as important.
Learn more about Is It Time to Sell Your Fund?
Breaking Down Your Budget

Breaking Down Your Budget

Managing your money can be stressful, but a budget can help. Learn the four steps to create one.
Learn more about Breaking Down Your Budget
How Olympic Skiers Avoid Slippery Financial Slopes

How Olympic Skiers Avoid Slippery Financial Slopes

After two Olympics, mogul skier Heather McPhie Watanabe knows something about smoothing out the financial bumps athletes often suffer during their quest for gold.
Learn more about How Olympic Skiers Avoid Slippery Financial Slopes
The Capex Conundrum and Productivity Paradox

The Capex Conundrum and Productivity Paradox

The recent lack of capital expenditures or productivity growth in the current recovery is poised to turn around.
Learn more about The Capex Conundrum and Productivity Paradox
LifeView Financial Goal Analysis

LifeView Financial Goal Analysis

This detailed questionnaire will help us create a personalized strategy for you will enhance our conversation around your long-term goals.
Learn more about LifeView Financial Goal Analysis
Cheap for No Good Reason

Cheap for No Good Reason

There is a rare opportunity for investors thinking long-term as others obsess over the moves in technology stocks.
Learn more about Cheap for No Good Reason

Products and Services for Investing

Asset management

Helping clients define an investment strategy tailored to their goals, then guiding informed investment choices from among our expansive investment platform, including proprietary and third-party offerings across every market and asset class.

Impact Investing

Helping clients uncover investment opportunities in companies, organizations and funds focused on the goal of generating social and environmental change alongside a financial return.

Cash Management and Lending Solutions

Offering clients a comprehensive suite of cash management and lending solutions to integrate their day-to-day liquidity needs with all of their long term ambitions.

Financial planning

Regardless of what stage your life is in—moving ahead in your career, enjoying retirement or somewhere in between—we work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life.

Traditional investments

Providing access to a diverse array of high-quality traditional investment options – including equities, fixed income, mutual funds, UITs, ETFs, separately managed accounts, annuities, closed-end funds and multi-asset programs.

Alternative Investments

Offering clients a diverse range of investment strategies that fall outside of the traditional, long-only purchase and sale of stocks and bonds such as funds of funds, private equity and managed futures.
Ready to start a conversation? Contact The Hauer Group today.
Market Information Delayed 20 Minutes
The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

Impact Investing: The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

The 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 reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.


CRC 2019752 10/2018