The Monarch Group at Morgan Stanley

Home
United States
Atlanta, GA
The Monarch Group at Morgan Stanley

Financial Advisors at Morgan Stanley Our team provides distinct value through offering a consolidated and simplified financial strategy for you and your family.

Clients typically come to us with a particular concern or question which then leads to a broader discussion about their overall financial strategy. We take the approach that each stage of life will bring unique issues you haven't encountered yet. It may be the first time you and your family have had a child, sold your business, received stock options or talked about retirement. It's during these t

imes that you can enjoy the confidence and ease of having extensive financial resources available to you in one place. If you are looking at using The Monarch Group at Morgan Stanley for financial advice, many of our clients are affluent individuals and families who need guidance navigating the wide-ranging issues associated with the accumulation of wealth. These include the management of their investments, trusts, estates and most of all, ensuring they are taking advantage of every resource available to help make their financial lives more secure. NMLS #: 1380604, NMLS #: NMLS #: 1380644, NMLS #: 1312703, NMLS #: 1255687

06/19/2023

Monarch Group Chart of the Week: Confused by Medicare and the different parts? Below is a quick summary explaining what each "Part" of Medicare means.

06/12/2023

Monarch Group Chart of the Week: With higher interest rates now available, it can make a lot of sense to do a laddered bond portfolio to produce a steady and predictable income stream.

06/05/2023

Monarch Group Chart of the Week: When should you take Social Security? Chart below gives you a general idea of the monthly payment difference based off the age you start.

05/26/2023

Monarch Group Chart of the Week: How does the stock market (S&P 500) perform during and after recessions? On average, the market is positive 3.8% DURING a recession and up 21.3% a year after the recession ends. Typically the stock market (which is different than the general economy) bottoms out prior to the actual economic recession taking hold.

05/19/2023

Monarch Group Chart of the Week: We provide a robust and seamless experience for our clients who use a corporate trustee to manage their family trusts. Morgan Stanley partners with more than 15 specialized corporate trust companies to co-manage the relationship. We provide financial and investment advice, while the trustee provides their oversight services.

05/12/2023

Monarch Group Chart of the Week: We believe interest rates will come down slightly but in general, will stay elevated compared to the last 2 decades. Don't expect sub-3% mortgages anytime soon. Businesses and consumers will adjust to this new reality but it will take time.

The views expressed herein are those of the author and do not necessarily reflect the views of Morgan Stanley Wealth Management or its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results

05/05/2023

Monarch Group Chart of the Week: This shows you how much each Presidency has contributed to our national debt...

04/28/2023

Monarch Group Chart of the Week: How much of your investment returns are you actually keeping after-tax? We do our best to reduce unnecessary capital gains and keep our investment portfolios as tax-efficient as possible for clients.

03/10/2023

Monarch Group Chart of the Week: Thanks to low interest rates a few years ago and rising income, debt as a percentage of Household income are at healthy levels. Well below the highs prior to the financial crisis in 2008.

02/24/2023

Monarch Group Chart of the Week: Historically, about 40% of your overall return in U.S. stocks (S&P 500) comes from the dividends they produce vs. just the increase in price.

02/17/2023

Monarch Group Chart of the Week: A well-diversified portfolio returned roughly -13% in 2022. This chart shows you how different asset classes have performed each year. You will see that usually the best performing asset class one year underperforms the following year and vice versa.

02/10/2023

Monarch Group Chart of the Week: There have only been 4 times in history where the S&P 500 is down 2 or more years in a row. 73% of years have had a positive total return.

Address

3280 Peachtree Road, NE Suite 1900
Atlanta, GA
30305

Telephone

+14048422322

Website

https://advisor.morganstanley.com/the-monarch-group

Alerts

Be the first to know and let us send you an email when The Monarch Group at Morgan Stanley posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The Monarch Group at Morgan Stanley:

Shortcuts

Want your business to be the top-listed Finance Company in Atlanta?