Moroney Valenti Pittman Group at Morgan Stanley

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Moroney Valenti Pittman Group at Morgan Stanley

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NMLS #: 1255547, 1288331, and 1312855.

10/27/2026

One of the most common planning challenges isn't deciding whether a goal is important.

It's deciding how to prepare for it.

Money needed in the near term may have different priorities than money intended for retirement or other long-term goals.

That's where understanding the difference between saving and investing becomes important.

I'm sharing a simple breakdown of where each approach may fit.

morganstanley.com

10/19/2026

The equity bull case still looks strong. But this business cycle, driven by AI spending, is unique and therefore hard to predict. Investors should watch for surprises and prepare for tactical repositioning. https://livesocial.seismic.com/ayfNx9

10/14/2026

The outlook for both stocks and bonds in the year ahead appears constructive. But the recent surge in interest rates could cause some breakage along the way. https://livesocial.seismic.com/a6rhqx

10/06/2026

What's behind the selloff in bonds? It's easy to blame inflation amid higher energy prices. But the rise in real yields points to other causes: strong growth and surging debt issuance. https://livesocial.seismic.com/aMtiyd

09/28/2026

Price levels, not inflation, are shaping voter behavior and raising sector-specific policy risk into midterms. https://livesocial.seismic.com/axGKGP

09/18/2026

What could a strong stock market alongside higher yields mean for investors? Morgan Stanley outlines themes that may matter for planning.
https://livesocial.seismic.com/ahrLRL

09/11/2026

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 25 years ago.

09/07/2026

Today, we honor the contributions and achievements of laborers in the United States.

08/26/2026

Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy. Learn more about how you can make the most of your retirement savings here.

morganstanley.com

08/21/2026

Is the AI theme evolving for investors? Our chief strategist discusses why separating excitement from economics may matter for portfolios.
https://livesocial.seismic.com/aPD74S

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Tampa, FL
33602

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+18132272099

Website

http://www.morganstanleyfa.com/moroney_valenti_pittman/

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