David Mazzotta - Financial Advisor at Morgan Stanley

04/09/2026

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/D1LrB

03/23/2026

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

morganstanley.com

01/09/2026

What are the market and economic signals to watch as we head into 2026? Morgan Stanley thought leaders recently shared their views on various asset classes, regions and more. Tune in: https://livesocial.seismic.com/a1i7wb

01/08/2026

How may the One Big Beautiful Bill Act impact your 2026 financial plan? Join Morgan Stanley Wealth Management on Tuesday, January 20 for insights into what it could mean for the tax and financial planning landscape. Register here: https://livesocial.seismic.com/ZE6An https://livesocial.seismic.com/a4XbYV

09/05/2024

Join us on Thursday, September 19th for a conversation on the economic trends, challenges and opportunities shaping our world, led by Morgan Stanley Wealth Management's Lisa Shalett, Chief Investment Officer, and Ellen Zentner, Chief Economic Strategist and Global Head of Thematic and Macro Investing.

Register:
https://livesocial.seismic.com/aIgqHM

03/12/2024

As you prepare for Tax Day, discover the tools and strategies available to you with Morgan Stanley's Total Tax 365.

www.morganstanley.com

01/17/2024

Have recent market events made you question where your portfolio risk is coming from? Learn how Morgan Stanley's Portfolio Risk Platform—paired with our advice—can help you address concerns.

01/03/2024

Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.

12/06/2023

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets.

12/05/2023

Giving gifts to family members remains a cherished part of the holiday routine for many. Let’s discuss some financially smart ways to approach this tradition. https://mgstn.ly/470lIcV

12/01/2023

Need holiday gift inspiration? Our Gifts for Good guide features socially conscious organizations that give back. https://bit.ly/47ZSPhA

11/30/2023

Macroeconomic Outlook 2024: Morgan Stanley Economists see slower growth in the year ahead as central banks focus on taming inflation.

In 2024, inflation should continue to fall, accompanied by a global slowdown in growth.