Norbert Frassa, CFP CPM, Financial Advisor at Morgan Stanley

Norbert Frassa, CFP CPM, Financial Advisor at Morgan Stanley I believe that careful planning can be crucial to nearly any financial goal. NMLS #: 1369354

Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering busines...
06/10/2026

Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering businesses a flexible way to enhance retirement savings and tax efficiency.

brightcove.net

Check out Morgan Stanley Research's 2026 Midyear Economic Outlook, with perspective on the economic backdrop and potenti...
06/10/2026

Check out Morgan Stanley Research's 2026 Midyear Economic Outlook, with perspective on the economic backdrop and potential implications for markets. https://livesocial.seismic.com/ay-lQ3

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Out...
06/09/2026

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Outlook edition of On the Markets.

morganstanley.com

Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the ...
06/08/2026

Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the bond market are pointing to new risks.

brightcove.net

A closer look at the shifting outlook for direct lending, including the impact of lower rates, liquidity dynamics, valua...
06/05/2026

A closer look at the shifting outlook for direct lending, including the impact of lower rates, liquidity dynamics, valuation pressures, and evolving credit quality on investor returns.

brightcove.net

Mid-year is a great time to check in on your money: revisit goals, track spending, strengthen your emergency fund, stay ...
06/04/2026

Mid-year is a great time to check in on your money: revisit goals, track spending, strengthen your emergency fund, stay on top of debt and make sure you're saving for retirement. Visit my website and scroll down to the "Family" section to see a mid-year financial checklist.

morganstanley.com

As AI changes the video game industry, Matt Cost, from Morgan Stanley's U.S. Internet team, takes us through the game pl...
06/03/2026

As AI changes the video game industry, Matt Cost, from Morgan Stanley's U.S. Internet team, takes us through the game play and what could drive the next level of engagement.

morganstanley.com

Employee ownership is emerging as a powerful succession strategy, helping founders preserve legacy while driving long-te...
06/02/2026

Employee ownership is emerging as a powerful succession strategy, helping founders preserve legacy while driving long-term performance and broader wealth creation.

brightcove.net

Happy birth month to all June folks! Did you know that you share a birth month with Marilyn Monroe, Paul McCartney, The ...
06/01/2026

Happy birth month to all June folks! Did you know that you share a birth month with Marilyn Monroe, Paul McCartney, The Dalai Lama, Johnny Depp, Michael Phelps, and Ice Cube? Hope you have a great day—whether you're celebrating big or keeping it low-key, here's to you!

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