Chris Porcelli

Portfolio Management Director, Vice President Financial Advisor with The Monroe Harbor Group at Morgan Stanley. For info, visit my website. NMLS#: 1321548

[Chris Porcelli @CPorcelliMS]

Happy Father's Day to all the incredible fathers and father figures out there!

[Chris Porcelli @CPorcelliMS]

From romance scams to grandparent scams, fraudsters are devising tactics to defraud senior citizens. Find out how to start a conversation that could protect your loved one's sensitive information and assets in this article. https://t.co/LD00n7x7Fo

[Chris Porcelli @CPorcelliMS]

Art can represent a significant share of your personal wealth. Let's discuss how art indices can offer some insight into the value of what you own. https://t.co/24TEpdnnxk

[Chris Porcelli @CPorcelliMS]

Your phone is a gateway to your personal and financial information. Here are three ways to keep your phone safe from bad actors.
https://t.co/D7YFjqjggB

[Chris Porcelli @CPorcelliMS]

Cybercriminals are clever and relentless. These proactive measures can help you identify and avoid tax scams.
https://t.co/my0XfuNQZo

[Chris Porcelli @CPorcelliMS]

You still have time to max out your IRA contributions for the 2025 tax year (if eligible). Invest in your future retirement today and contribute by the April 15th, 2026 tax deadline. Learn more here: https://t.co/sxqc8SJEWJ

[Chris Porcelli @CPorcelliMS]

Is your portfolio at risk due to concentrated positions? Learn more about how I can help you with strategies for diversification to mitigate risks and help safeguard your investments. https://t.co/or1ErFaLZx

[Chris Porcelli @CPorcelliMS]

As you prepare to file your 2025 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan. https://t.co/BlVsdyIOFe

[Chris Porcelli @CPorcelliMS]

Is now a good time to buy a home? Learn more in Morgan Stanley's 2026 housing outlook and let's discuss what makes financial sense for you. https://t.co/vOXE1hpoPG

[Chris Porcelli @CPorcelliMS]

Saving for retirement? Consider these strategies to help reduce your taxable income and keep more of what you've saved. https://t.co/gUrNxA4Wht

[Chris Porcelli @CPorcelliMS]

As we share more of our daily lives online, it's important to balance security and convenience. These five tips can put you in greater control of your digital footprint. https://t.co/l5q2rpJx59

[Chris Porcelli @CPorcelliMS]

An 83(b) election can offer significant tax savings, but requires careful planning. I can help company founders navigate the process. Learn more. https://t.co/SmU5naE2Bl

[Chris Porcelli @CPorcelliMS]

I am feeling especially thankful for the people who make life full- my friends, my family, the wonderful people I get to work with and the clients that I am fortunate to serve. Wishing you and your loved ones a warm, joyful thanksgiving.

[Chris Porcelli @CPorcelliMS]

Planning for the future of a child with disabilities can be emotionally and financially stressful. Here are four steps to consider as you put a plan in place to provide your child with access to resources and support throughout their life. https://t.co/qXqEOAXZaH

[Chris Porcelli @CPorcelliMS]

Honoring the courage and commitment of our veterans today. We are deeply grateful for your service.

[Chris Porcelli @CPorcelliMS]

Deciding when to claim Social Security can significantly impact your retirement income. Learn how to help maximize your benefits:
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[Chris Porcelli @CPorcelliMS]

When is a good time to save vs. invest cash? In short, it depends on your goals. Learn more about how each strategy could help. https://t.co/s3jykuGaJq

[Chris Porcelli @CPorcelliMS]

As we use AI to improve our everyday lives, cybercriminals are using the technology to create new scams. Learn how to spot them.
https://t.co/n60ou0K1GG

[Chris Porcelli @CPorcelliMS]

Have you ever wondered how you can achieve a financial milestone in a short timeframe? How about three? My colleague discusses short-term savings strategies for some of life's biggest moments on this episode of What Should I Do With My Money?
https://t.co/plcx4QpUEg

[Chris Porcelli @CPorcelliMS]

Did you know you can use investment losses to offset your capital gains and reduce your tax bill? Learn more about how tax-loss harvesting can work for you: https://t.co/UCfUUL73gO