Morgan Stanley Durable Power of Attorney Security Account Full Discretionary Authorization 2013-2024 free printable template
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I honestly change we die in our business I'm believing that we've got to think of always where is the puck going not where is the puck now, and we've got to be going towards where I think the park, or we think the puck is going I do think the puck is going to total financial advice I don't really think we've ever really taken any real risk in the business because I always felt that persistence determination and desire can get us to an end my profile says that the most important thing to me is knowledge secondaries money total financial advice is really not just investment advice which we use our philosophy of the top-down basis discussing only the economy where we think it's going because our belief is that if we can get the economy right and think of what's going to happen to make it right then we could make money for the client and I developed a which we call now our view writing and lecturing on a top-down basis which we declare is our philosophy to help us with investments if the economy works they have a chance to make money and so keep them focused on the economy because that's where I think it's all that it's the only thing that I think you can easily see on a long-term basis because it's like a long production line it doesn't change quickly the inflation is the inflation interest rates there's constantly many people are talking about if it's not like a stock blowing up which can be done before the fraud or mismanagement the economics are such that is the world drives the whole economics if I buy you the best bond in a world, and we have rising inflation what do you think will happen to that best bond in the world it's going to drop in price because interest rates are going to go up if I buy you the best stock in the world the chances off we go into a severe recession that stock is going to go down, so it's not about the bond it's not about the stock it's about the economy the next thing is that we think it's its about sitting there and going ahead and digging into you and finding out do you have all your health care powers right and who is your health care representative and have you changed it based upon the HIPAA rule that came out in 2003 have you gone ahead and figured out who your power of attorney fiduciary is now we've got a process that we saw that this year wanting to know who that person is let's get them educated let's get them to meet us let's get them on a call, so they get more knowledge and more of an introduction so in case something happens to you, and you're not to cease, but you're not able to manage your money that we can go ahead and get them online, so they can help with the investment and financial management of your assets what you are not capable of doing let's go ahead and make sure that if something happens to you that the money transfers properly into the wealth side and not lost totally in it through a divorce situation of your children not lost because of suits from the creditors not lost because your child...
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