The Calabretta Group at Morgan Stanley

Financial Advisors at Morgan Stanley. Tailored financial strategies to help you towards your goals. For more information visit our website. NMLS#:1674810

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

If retirement is about a decade away, now is the time to pressure-test your plan—not just your portfolio. This piece outlines six practical moves to help align financial expectations so you can transition with more confidence and flexibility. https://t.co/CcEq8gk0wH

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

AI adoption is accelerating, but early data suggest labor-market disruption remains limited so far—echoing past innovation waves that initially reshaped roles yet ultimately lifted productivity and expanded employment over time. https://t.co/Z8jSEcUf6U

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

Today we honor and remember the service members who made the ultimate sacrifice for our country. Wishing everyone a meaningful Memorial Day as we reflect with gratitude and respect.

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

Globalization is giving way to a more fragmented, multipolar world. As supply chains rewire and capital shifts toward resilience, the winners will be those who understand where policy, capital, and risk intersect—and position accordingly. https://t.co/Zhf4x6KLfJ

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

Build a financial cushion for life's surprises. This article breaks down practical ways to set aside cash for unexpected expenses—starting small, keeping funds accessible (but separate), and using automatic transfers to stay on track. https://t.co/L7R2rCxeVO

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

Our latest May newsletter is now live—featuring important updates and timely insights. Visit our website to read the full edition: https://t.co/g9SFThiRrm

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

Money can be one of the hardest topics to discuss—but avoiding it can create confusion, missed planning opportunities and unnecessary stress for the people you care about most. https://t.co/vnoFmsYiwa

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

Here are four tax-smart moves to consider:

1. Maximize tax-advantaged accounts
2. Use tax-efficient stock strategies
3. Explore tax-smart bond approaches
4. Optimize at the portfolio level (e.g., asset location)

Learn more here. https://t.co/VUVkSVaWWQ

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

Explore what's new this month—our April newsletter is now live on our website. Read it here: https://t.co/QSthGBvSxC

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

Alternatives can provide differentiated return potential, but structure and implementation are key. In this episode of The Alts Report, Brian Holzer and Alisa Wood (KKR) discuss what's driving private-ma https://t.co/DT3YnnFuzo

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

Women's economic power is a structural shift. Morgan Stanley's "SHEconomy" looks at how rising earnings and assets could redirect capital flows—and what it may mean for portfolio construction.
#WealthManagement #ThematicInvesting #SHEconomy https://t.co/XoPE4VYmPz

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

Wishing everyone celebrating a meaningful Passover and a joyful Easter. May this season of renewal bring peace, reflection, and time well spent with family and friends.

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

AI disruption fears are driving outsized volatility in software and data stocks—but the fundamentals aren't "computing" with the narrative. https://t.co/CjtME3VxRV

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

"March Madness" hits markets too--Andrew Sheets on how the Iran conflict is rewriting the macro playbook and what it could mean for fixed income in the weeks ahead.
#Markets #FixedIncome #Macro #Geopolitics #RiskManagement https://t.co/nnGQn0fzKy

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

Bracket season is back—so we made a College Cost Bracket to help families start planning.
Contact us if you would like to discuss college planning. https://t.co/D9hVEPVPBi

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

Bigger 2026 tax refunds could put extra cash in consumers' pockets but the real story is where it flows: first to debt paydowns and savings, then into spend-heavy categories like durable goods, hardline retail, restaurants and travel as the year progresses https://t.co/O0HEQbqc1A

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

In periods of major policy change, coordinated tax and financial planning can help keep decisions aligned with long-term goals. If you're reviewing your 2026 plan, it's a good time to revisit your strategy. Read here: https://t.co/ypLuqf7KJ0

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

Market volatility is a normal part of investing—but reacting emotionally can be costly.

This piece highlights how to stay focused on long term goals. https://t.co/fS7hZzsS94

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

If you're thinking about trusts & legacy planning, this is a helpful overview. https://t.co/Txxyvst0Il

[The Calabretta Group at Morgan Stanley @CalabrettaMS]

Our March newsletter is now available on our website. This edition focuses on practical ways to refresh and refocus your financial life. https://t.co/phTNXxfgam