Sergio J. Lazzara, First Vice President, Branch Manager at Morgan Stanley

05/08/2026

Market volatility has challenged the assumptions behind traditional portfolio construction. Watch this conversation that explores how alternative investments may offer diversification beyond the traditional 60/40 – and why access and manager selection are increasingly important. https://livesocial.seismic.com/Sm6r7

05/01/2026

Retirement means something different to everyone. Whether you want to see the world, spend time with family, pursue a new passion, or even continue working, it's a time to focus on the things that matter most to you. But, as with most major milestones, achieving a specific vision for retirement takes some forethought and discipline.

morganstanley.com

04/17/2026

Learn what cryptocurrency is, how to invest and its risks.

morganstanley.com

04/09/2026

The Iran war's oil shock is rippling across inflation, rates and risk assets—and the 2026 midterms may hinge on how long higher crude prices persist.

https://livesocial.seismic.com/aOMLcY

04/02/2026

Your bracket's locked in, but is your budget ready for a closer look? Explore what four years of college could cost for every team in the tournament.

03/27/2026

The Iran war's oil shock is already rippling through inflation, rates and risk assets, and the political stakes are rising, too. With 2026 midterms on the horizon, how long crude stays elevated could shape both market narratives and voter sentiment.

https://livesocial.seismic.com/aCNisW

03/20/2026

Global Money Week is a timely reminder to pause and take a fresh look at the fundamentals that support your financial well-being. Healthy money habits are built through consistency, learned, practiced, and strengthened over time, and it is never too early or too late to improve your approach.

If you would like to take action this week, choose one simple refresh:

- Scan your spending plan and any upcoming cash needs
- Reevaluate your emergency savings target and track your progress
- Review retirement contribution levels, account elections, and beneficiary information
- Start a family conversation about saving, spending, and shared financial priorities

If you would like to use Global Money Week as momentum to update your plan, I am happy to connect and help you identify a few clear next steps.

03/13/2026

Cybercriminals are clever and relentless. These proactive measures can help you identify and avoid tax scams.
https://livesocial.seismic.com/aTLKV2

03/05/2026

What could military escalation with Iran mean for the markets and your investments? Learn more from our strategists.

morganstanley.com

02/27/2026

Join us on March 2 for Wealth Education for the Next Generation: Understanding Risk and Volatility. https://livesocial.seismic.com/akUNcs

Managing risk is essential for long-term financial success. Whether you're just starting out or refining your investment approach, register and attend to learn actionable insights from Morgan Stanley experts who make complex concepts easy to understand.