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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. 00:20:56 [Speaker Changed] So, so let’s talk a little bit about what goes into managing a hundred plus billion dollars in assets.

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Sound Strategies for Crafting Your Retirement Investment Portfolio

Fortune Financial

As you move closer to your retirement date and assume you are on track to reach your financial goals, you may look at shifting your asset allocation to less risky assets like bonds, which also provide income streams and help preserve capital. Stay on Top of Estate Planning.