Recent Articles from Todd Hauer
Volatility can lead to opportunity
Back in January, one of the themes that we talked about at Morgan Stanley was to expect volatility to pick up in 2014. The reason we thought that was because historically when the Fed has reversed course and begun tightening monetary policy, it’s been coincident with a pickup in volatility of the...
Best investment bets for 2014
We believe that we're headed into the second stage of an economic recovery here in the United States. In the past, interest rates and stocks have typically risen together during this second stage of economic recovery. We also see correlations among stocks continuing to fall in that environment. Th...
Where Denver millionaires put their money
(Editor’s note: This is the last of three parts. Read Part One and Part Two.) More than half of Denver millionaires say they lack knowledge of alternative investments. Only 44 percent of Denver millionaires say they are very or somewhat knowledgeable, while 55 percent are not too or not at all knowledgeable. The findings come […]
What Denver investors want
(Editor’s note: This is the second of three parts. Read Part One.) Morgan Stanley has released findings from the “Morgan Stanley Investor Pulse Poll” of 1,004 U.S. high net worth (HNW) investors age 25 to 75 with $100,000 or more in investable household financial assets, including an oversample of 304 Denver investors. Approximately one in […]
Taking the pulse of the Denver investor
Denver investors are also optimistic about the Denver (89 percent) and Colorado economies (83 percent) as well as the global (75 percent) and U.S. (71 percent) economies. We believe this is encouraging to see an overwhelming majority of Colorado investors feeling confident about their portfolios a...
Energizing your investments
The last few years of ups and downs, low rates and global realignments all complicate the question: Where do I put my money? Recently, I had the pleasure of hosting a seminar focused on the energy sector. Walt Stabell, Senior Client Portfolio Manager for Invesco Energy Fund, discussed the idea of investing in energy and […]
A winning retirement strategy
I recently invited Rob Krohn of BlackRock Asset Management to come to Denver and provide a presentation on social security retirement benefits. He did an excellent job outlining the options and strategies that are available in order to maximize your social security benefit. One of the few things you can control about Social Security is […]
Create a portfolio with airbags
I recently invited foreign policy expert, Peter Brookes, to Denver to speak about flashpoints, hot spots and other challenges to international stability and security. Brookes, a Senior Fellow for National Security Affairs with The Heritage Foundation, provided an overview of the unsettled global geopolitical landscape. Among the greatest threats to international security outlined by Brookes [&hell[...]
Optimism abounds in local real estate
(Editor’s note: This is the second of two parts. Read Part 1.) The recent Morgan Stanley Wealth Management Investor Pulse Poll had some interesting findings. Denver investors sense improvement in their local housing market, and at least three in 10 believe real estate will be the best-performing asset class over the next three years. In […]
The optimism of Denver investors
The recent Morgan Stanley Wealth Management Investor Pulse Poll shows that most Denver area investors with at least $100,000 in investable assets are optimistic about the prospects for their portfolios, growth of the Colorado, U.S. and global economies, and their ability to reach their personal fi...
A barbell investment approach
The Morgan Stanley Global Investment Committee (GIC) has increased the strategic allocation to equities at the expense of fixed income, while keeping cash and alternative allocations roughly the same. The GIC recommends a shift toward international equities. The US has led the global recovery, but now other equity markets appear to offer similar or more […]
Understanding your credit score: Part Two
Since lenders will typically compare your credit scores from the big three credit reporting agencies—Equifax, Experian and TransUnion—your first move should be to obtain current copies of your credit reports and review them for accuracy. All U.S. consumers are entitled to a free credit report each...