Antonio Coppola, Financial Advisor at Morgan Stanley

07/14/2026

Waiting for mortgage rates to fall? Here's a framework for thinking about affordability today. https://livesocial.seismic.com/atmGE2

07/12/2026

Software's valuation reset is tightening private market exits and refinancing, reshaping risk across private equity and credit.

brightcove.net

07/10/2026

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help. https://livesocial.seismic.com/axhxkf

07/04/2026

This Independence Day, we celebrate the 250th anniversary of our nation and reflect on the shared values that make our country great. Wishing everyone a happy July 4th, filled with family, friends and fun.

07/02/2026

Tax-loss harvesting, enhanced: Our Tax Management Services now use factor-matching to recommend replacement securities. Learn more here: https://www.morganstanley.com/what-we-do/wealth-management/uma/tax-management-services

Morgan Stanley Smith Barney LLC ("Morgan Stanley"), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters. There is no guarantee that tax-loss harvesting will achieve any particular tax result

06/21/2026

Happy Father's Day to all the incredible fathers and father figures out there!

06/17/2026

A strong financial plan needs to adapt as your goals evolve. This article highlights five ways we can work together on your financial plan. https://livesocial.seismic.com/aLxSK9

06/15/2026

Looking for a clear, approachable introduction to the fundamentals of investing? Then join us Monday, July 6 for "Intro to Investing: Stocks, Bonds and Beyond," part of our Wealth Education for the Next Generation series. We'll break down how the stock market works and explore the roles of stocks, bonds and other investment vehicles within a broader financial strategy. Register Here: https://livesocial.seismic.com/a9lOVD

06/12/2026

AI infrastructure has driven a narrow rally, but sustainability risks are rising, reinforcing the need for investors to stay diversified and focus on quality.

brightcove.net

06/11/2026

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/aDCwzZ