The Laviano Group at Morgan Stanley

10/21/2025

Is it time to re-evaluate your money market holdings as the Fed cuts rates further? Let's discuss other opportunities in fixed income.

morganstanley.com

10/15/2025

Curious about the growing private markets opportunity? Registered funds, evergreen structures, and professionally managed alternative investment portfolios can offer flexible liquidity, lower investment minimums, and simpler tax reporting – while helping to diversify beyond stocks and bonds.

morganstanley.com

09/30/2025

Over the course of a career, it's common to change jobs - and sometimes retirement accounts get left behind along the way. As part of the SECURE 2.0 Act, the Department of Labor recently introduced a new online tool called the Retirement Savings Lost and Found, a new online database that helps individuals search for forgotten 401(k) and pension accounts. This tool is designed to make it easier to reconnect with accounts that may otherwise go unnoticed.

If you think you may have an old account, or if you'd like to ensure your retirement savings are fully aligned with your current plan, we'd be glad to walk you through the process and discuss your options for consolidating and managing those assets.

To check out the Retirement Savings Lost and Found, click the button below. We encourage you to utilize this new resource, and as always, we're here to help guide you through the process.

Click to read: https://lostandfound.dol.gov/

Visit our website: https://advisor.morganstanley.com/the-laviano-hathcock-group

09/22/2025

Cybercriminals are becoming more sophisticated by the day. At Morgan Stanley, we take steps to help protect your money and data and educate you on the latest scams. https://livesocial.seismic.com/aIoiAb

09/09/2025

In uncertain markets, alternative investments may be useful. They can provide income, diversification and return potential. Let's discuss if any strategies make sense for you. https://livesocial.seismic.com/aoYqPW

08/19/2025

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here: https://livesocial.seismic.com/apPyBl

07/29/2025

What could new tariffs mean for your investment strategy? Check out the latest market commentary for insight.

morganstanley.com

07/22/2025

The "One Big Beautiful Bill Act" makes the individual and corporate tax cuts from the TCJA permanent, introduces new individual and business tax cuts, reduces spending on clean energy credits and Medicaid, and increases the debt limit by $5 trillion

Review this cheat sheet I've provided to learn more about how these changes will impact you and the implications for the fiscal deficit.

View here:https://advisor.morganstanley.com/[entity-name]/documents/field/l/la/laviano-hathcock-group/OBBBA_Cheat_Sheet.pdf

Visit our website: https://advisor.morganstanley.com/the-laviano-hathcock-group https://livesocial.seismic.com/aTPGqz

07/21/2025

Concentrated stock positions can be profitable, but they're also risky. Discover four tax-smart ways to help diversify your investments. https://livesocial.seismic.com/ae6JQi

07/15/2025

Morgan Stanley clients with eligible brokerage accounts can now earn up to 4.41% Annual Percentage Yield on our 11-month Preferred Certificate of Deposit (CD). Learn more and contact me to take advantage of this competitive limited time offer available until 8/19/2025: https://livesocial.seismic.com/aYq0iG

06/24/2025

Missing just the 20 best days in the market can potentially affect your returns—and may possibly reduce them by a significant amount. Staying invested and maintaining a long-term perspective can be one of the most powerful ways to build wealth.

Let's talk about how disciplined investing can keep you on track, even during volatility. I encourage you to check out the resource I've provided below that discusses how selling out during the markets worst days can affect your portfolio.

Please let me know if you have any questions.

Check out this resource: https://www.cnbc.com/2025/04/07/selling-out-during-the-markets-worst-days-can-hurt-you-research.html https://livesocial.seismic.com/aKxVfM

05/28/2025

I wanted to share the teams May Newsletter. This month, we're covering market updates, planning tips, and strategies to help you stay on track with your financial goals. Check it out and let me know what you think!

Click here to view:https://advisor.morganstanley.com/the-laviano-hathcock-group/documents/field/l/la/laviano-hathcock-group/The_Laviano_Hathcock_Group_May_Newsletter.pdf