The J Pittel Group at Morgan Stanley

12/03/2023

Wondering what to give this holiday season? Consider a gift that keeps on giving – contributions to a 529 plan can help cover future tuition bills and may provide potential tax benefits for the gift giver.

Looking for a more meaningful gift this holiday season? Consider giving your children, grandchildren, nieces and nephews the gift of learning—through a 529 plan.

11/29/2023

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.41% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/49QOpvg

11/23/2023

Happy Thanksgiving! May your hearts and homes be filled with gratitude this Thanksgiving.

11/11/2023

On this Veterans Day, we honor the bravery and dedication of those who serve our country. We are forever grateful for your service.

11/08/2023

You’ve worked hard to build wealth, now it’s time to protect your legacy. This 7-step estate planning checklist can help you plan for how your assets will be passed down to your beneficiaries. Learn More:

Creating an estate plan can help protect your wealth and prevent hardship for your heirs.

11/04/2023

Remember to set your clocks back this Sunday!

10/25/2023

An AI-powered brain implant helped a paralyzed patient speak through a digital avatar. Though scale and commercialization remain distant, the breakthrough shows the remarkable moonshot potential of brain-computer interfaces:

Brain-computer interfaces could one day help enable doctors to treat serious brain injury and restore mobility and cognition after paralysis.

10/19/2023

Our strategists have identified AI and automation as a long-term megatrend to watch. Let’s talk about how to position your portfolio to take advantage of the investing trends we’re tracking.

Megatrends offer the potential for enduring growth that transcends interest rate cycles, inflation trends and market volatility. Is your portfolio positioned to benefit?

10/11/2023

Find the commentary and research you need to make more informed portfolio decisions all in one place. Let's talk about how I can help you invest more confidently with insights from Morgan Stanley's Global Investment Office.

Timely market commentary, thought leadership and portfolio ideas from our Wealth Management Investment Resources team to help guide your investment decisions.

10/05/2023

The Morgan Stanley Client Experience means we listen more than we talk, so we can deliver insights, and a personalized plan to help you reach your financial goals.
Visit our website: https://advisor-staging.morganstanley.com/the-j-pittel-group

09/23/2023

What financial goals do you want to achieve before year-end? Let’s talk about moves you can make this fall to help set yourself up for success. Learn More:

Learn the money moves you can make this fall to set yourself up for success in 2024 and beyond. Find tips on investing, taxes, charitable giving and more.

09/11/2023

Today, we honor the victims and heroes of 9/11. Thinking of everyone impacted by this day twenty-two years ago.