• June 14, 2021
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    Today's Labor Quote: Bartolomeo Vanzetti

    “Never in our full life could we hope to do such work for tolerance, for justice, for man's understanding of man as now we do by accident.”

    Vanzetti, the Italian activist and anarchist, along with Nicola Sacco, went on trial on this date in 1921; they were eventually executed as part of a government campaign against dissidents.

    TODAY'S LABOR HISTORY

    This week’s Labor History Today podcast: Passaic textile strike & LAWCHA preview. Last week’s show: Sea Shanties and the Pleasure of Work  

    May 21
    The “Little Wagner Act” is signed in Hawaii, guaranteeing pineapple and sugar workers the right to bargain collectively.  After negotiations failed a successful 79-day strike shut down 33 of the territory’s 34 plantations and brought higher wages and a 40-hour week - 1945 

    Nearly 100,000 unionized SBC Communications Inc. workers begin a four-day strike to protest the local phone giant’s latest contract offer - 2004 


    May 22
    Eugene V. Debs imprisoned in Woodstock, Ill. for role in Pullman strike - 1895 

    While white locomotive firemen on the Georgia Railroad strike, blacks who are hired as replacements are whipped and stoned -- not by the union men, but by white citizens outraged that blacks are being hired over whites.  The Engineers union threatens to stop work because their members are being affected by the violence - 1909

    Civil Service Retirement Act of 1920 gives federal workers a pension - 1920 

    U.S. President Lyndon B. Johnson announces the goals of his Great Society social reforms: to bring “an end to poverty and racial injustice” in America - 1964


    May 23
    An estimated 100,000 textile workers, including more than 10,000 children, strike in the Philadelphia area.  Among the issues: 60-hour workweeks, including night hours, for the children - 1903 

    Ten thousand strikers at Toledo, Ohio’s Auto-Lite plant repel police who have come to break up their strike for union recognition. The next day, two strikers are killed and 15 wounded when National Guard machine gun units open fire. Two weeks later the company recognized the union and agreed to a 5 percent raise - 1934 

    U.S. railroad strike starts, later crushed when President Truman threatens to draft strikers – 1946 

    Contact Elected Officials!
  • Morgan Stanley - David Giulieri
    Updated On: Feb 09, 2017

    David Giulieri CFP®enior Vice President

    Senior Investment Management Specialist

    INVESTMENT CONSULTING PROCESS

    Step 1:   Understanding you and your expectations

    One of the keys to investment success is to clearly define your objectives, your financial needs and your tolerance for risk. 

    Step 2:   Developing a customized investment strategy and profile

    Using information gathered on your personal preferences, we would design an optimal combination of diversified investments to help you achieve your goals. 

    Step 3:   Analyzing and selecting appropriate investment alternatives

    Because of my in-depth understanding of your portfolio needs, we will evaluate which investment vehicles are best suited to guide your portfolio. 

    Step 4:   Bringing the plan together

    We will present you with a range of specific investment options consistent with your personalized asset allocation that seek to help you achieve your financial objectives.

    Step 5:   Tracking your progress

    A key to a prudent financial plan is to make sure that the client stays on track after the recommendations have been put into motion.  I will closely monitor the performance of your portfolio.  You and I will meet on a regular basis to discuss the progress of your investments and determine if any adjustments are needed.

    MISSION STATEMENT

    I focus on building and preserving wealth for individuals and small to mid-sized organizations.  The primary goal is to deliver world-class service and performance by structuring custom financial plans for clients’ complex needs.  Well-defined governance ensures efficient, cost-conscious decision-making and disciplined investment management.

    INVESTMENT PHILOSOPHY

    Communication is the key to understanding our clients and internalizing their needs, circumstances and objectives. Our team is committed to being proactive and accommodating customization at every possible point in our client relationships. We offer a high level of personal contact and our entire team is committed to providing superior customer service for each client. Our group provides a full range of investment solutions that free clients from the day-to-day demands of asset management so that they can focus on their core businesses.

    PROFILE

    2015 will mark my 21st year with Morgan Stanley Smith Barney.  I am proud to have been named to Smith Barney’s prestigious Presidents Council for each of the last eight years.

    As a CERTIFIED FINANCIAL PLANNER ™ I am obligated to assume full fiduciary responsibility for the asset allocation, portfolio construction, risk control and administrative oversight of assets. Unlike most financial advisors and brokers, I am held accountable and responsible for the total return of the assets. 

    A native of Montgomery County, I graduated from the University of Maryland in 1990, with a degree in Economics.  I currently reside in Chevy Chase, MD with my wife and three children. 

    PRODUCTS/SERVICES OFFERED

    Individual Investments ? Stocks ? Bonds ? Mutual Funds

    Money Managers ? Corporate Retirement Plans ? Annuities

    Individual Retirement Plans ? Retirement Planning ? Education Planning

    Estate Planning ? Wealth Management Planning ? Lending Services

    Insurance ? Long Term Care ? Risk Management

    Cash Management ? Endowments and Foundations

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    1850 K Street, Suite 900 Washington, DC 20006

    Phone (202) 857-5485 ? toll free (800) 424-3209 ? fax (202) 857-5460

    david.l.giulieri@smithbarney.com


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