About Carolyn R Kohn - Morgan Stanley
Our mission is to help individuals and their families accumulate, preserve and transfer wealth tax efficiently. We try to evaluate your many different types of financial risk which may include discussions about insurance products such as long term care, life, annuities and disability insurance. We want to keep some of the emotion out of investing by using asset allocation and also employing tactical rebalancing strategies within an asset allocation. It is important to look at all your liabilities and structure your individual wealth transfer strategy. It is our goal to provide you honest advice and responsive service at a fair price.
Asset allocation and rebalancing do not protect against a loss in declining financial markets. There may be a potential tax implication with a rebalancing strategy.