The Investment Scientist

Posts Tagged ‘smith barney

Last month, I was approached by a plastic surgeon whose money was with Morgan Stanley Smith Barney. He was looking for someone who could beat the market: not just promise to beat the market, like his financial advisor, but actually deliver.

I told him that I can’t beat the market, I can only help him capture the market. I could see a wisp of disappointment flash across his face.

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and this will happen.

What will happen to your money if you hire a salesman as your financial advisor

What will happen to your money if you hire a salesman as your financial advisor


Author

Michael Zhuang is principal of MZ Capital, a fee-only independent advisory firm based in Washington, DC.

Twitter: @mzhuang

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