How to invest: Top millennial wealth adviser on stocks, profit taking

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An acclaimed Morgan Stanley wealth adviser who helps manage $1.2 billion for the rich explains his approach to the market, and why he's telling clients to 'take the win'

"Yes, the market may go higher, but risk-return, is it worth it?" he said. "I'm a big believer in patience when things seem maybe a little overpriced."

"I get to share with them the great news that their accounts have made more this year in terms of total dollars than perhaps ever before," he said. "Clients are having some of the best years they've ever had."

 

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