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Author: Michael Bruce Julian
Michael B Julian is an Associate Senior Vice President and Senior Portfolio Manager. He has nearly 30 years of experience in personal wealth management. He holds a Certified Financial Planner designation from American College. He has been with Morgan Stanley since 1993.
In today’s fast-paced world, managing personal finances efficiently can be a challenging task. From budgeting and expense tracking to investment decisions and retirement planning, individuals often…
Retirement is a significant milestone in life, representing the transition from the active working years to a period of leisure and personal fulfillment. Planning for retirement…
In the world of finance, sponsor banks play a crucial role as key intermediaries and facilitators. While their significance may not be as widely known to…
Real estate is a dynamic and diverse industry that plays a pivotal role in the global economy. Behind every successful real estate project lies a team…
Managing personal finances can often feel overwhelming, especially when faced with numerous financial decisions and goals. However, having a well-structured plan in place can provide clarity…
Introduction Financial Planning and Analysis (FP&A) professionals play a crucial role in helping organizations make informed financial decisions and achieve their strategic objectives. If you are…
Introduction Chase Bank is one of the largest and most well-known financial institutions in the United States, providing a wide range of banking services to individuals…
The field of financial management encompasses a broad range of activities and strategies aimed at effectively managing an organization’s financial resources. While financial management involves numerous…
Estate planning is a crucial aspect of financial and legal planning that ensures the efficient management and distribution of assets after a person’s passing. It involves…
Investment banking plays a vital role in the global economy by facilitating capital formation, providing financial services, and supporting economic growth. Investment banks act as intermediaries…