The Costantino Group at Morgan Stanley

04/21/2026

Morgan Stanley's Portfolio Risk Platform helps us understand risks, hypothetically stress test your portfolio, and see how potential changes will impact the risk you're taking. Let's connect and discuss if it's time for a portfolio review and risk report. https://livesocial.seismic.com/4qMcW

03/17/2026

Wishing everyone a happy St. Patrick's Day—may your day be full of good cheer, great company, and a little extra luck.

03/11/2026

SAP's strategic shift to the cloud and AI integration under CEO Christian Klein highlights the importance of adapting to technological advancements while maintaining human insight and collaboration. Discover how these changes are shaping the future of business processes.

morganstanley.com

02/18/2026

In this episode of The Alts Report, Michael Gaviser, Wealth Management's Head of Private Markets and Michael Arougheti, CEO of Ares Management, discuss how sports investing extends beyond team ownership and how investors are gaining access alongside real estate and infrastructure opportunities. Watch the full conversation: https://livesocial.seismic.com/oJPuN

02/11/2026

QSBS can allow eligible founders and early investors to exclude up to $15 million of federal capital gains per taxpayer.Founders who plan well before an exit can reduce the risk of actions that may jeopardize eligibility and can improve after-tax outcomes.

brightcove.net

02/05/2026

2026 is set to bring big policy shifts that could affect markets—and your portfolio. Here are seven trends our strategists are watching.

morganstanley.com

01/28/2026

How might cryptocurrency complement your broader investment strategy? Join us on February 2 for "Cryptocurrency and Digital Assets 101" for an overview of what cryptocurrency is, the reasons behind its creation and the distinctions among leading coins. Register here: https://livesocial.seismic.com/aQAiCk

01/21/2026

We are honored to announce that The Costantino Group has once again been named to the 2026 Forbes Best-In-State Wealth Management Teams list for New York. This recognition reflects our unwavering commitment to our clients, whose confidence are at the core of our success. We are proud to stand among such outstanding professionals who continually strive to elevate industry standards. Thank you to our clients and team for making this achievement possible.



[Source: Forbes (Awarded Jan 2024-2026). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award. ( https://www.morganstanley.com/disclosures/awards-disclosure.html ]

08/21/2025

Are you relying solely on a traditional 60/40 portfolio to meet your long-term goals? In today's market, alternative investments can offer the potential for new sources of return to help manage volatility. Check out this article from Alison Nest, Morgan Stanley Wealth Management's Head of Investment Solutions Products, to learn more: https://livesocial.seismic.com/aw-iFx

08/06/2025

Did you know that, under certain conditions, leftover 529 account assets may be rolled over to a Roth IRA for the designated beneficiary? Check out this article to learn more. https://livesocial.seismic.com/aMwy9n