Christopher M Porcelli, Financial Advisor at Morgan Stanley

03/25/2026

The March basketball tournaments are a great reminder that the biggest wins come from preparation. While brackets get all the attention, real-life planning for education deserves the same energy. A few thoughtful steps now can make future choices feel a lot less stressful.

03/16/2026

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://livesocial.seismic.com/aeRuoz

03/10/2026

Your phone is a gateway to your personal and financial information. Here are three ways to keep your phone safe from bad actors.
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03/05/2026

Cybercriminals are clever and relentless. These proactive measures can help you identify and avoid tax scams.
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02/25/2026

AI spending headlines are easy to come by, but proof of AI profits is harder. What does it mean for markets and your portfolio?

I would love to hear your thoughts on this article, please visit my team website or reach out to initiate a discussion with us.

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morganstanley.com

02/23/2026

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://livesocial.seismic.com/a_uCSV

02/17/2026

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://livesocial.seismic.com/dgVkM

02/06/2026

As you prepare to file your 2025 taxes, let's discuss opportunities to implement additional tax-efficient strategies to your financial plan. https://livesocial.seismic.com/acf7a8

02/03/2026

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://livesocial.seismic.com/aAeuCV

01/29/2026

Saving for retirement? Consider these strategies to help reduce your taxable income and keep more of what you've saved. https://livesocial.seismic.com/ae3aPf

01/28/2026

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://livesocial.seismic.com/aMe138

01/22/2026

An 83(b) election can offer significant tax savings, but requires careful planning. I can help company founders navigate the process. Learn more. https://livesocial.seismic.com/aes9HX