The Calabretta Group at Morgan Stanley

The Calabretta Group at Morgan Stanley Providing tailored financial solutions to help simplify your life. As your wealth grows, so do the complexities and resources needed to manage it.

As a team of seasoned professionals, we work with individuals, families and business leaders who value our depth of knowledge and experience in providing tailored financial solutions to achieve their most important goals. Disclaimers:
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r all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

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If retirement is about a decade away, now is the time to pressure-test your plan—not just your portfolio. This piece out...
06/02/2026

If retirement is about a decade away, now is the time to pressure-test your plan—not just your portfolio. This piece outlines six practical moves to help align financial expectations so you can transition with more confidence and flexibility.

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AI adoption is accelerating, but early data suggest labor-market disruption remains limited so far—echoing past innovati...
05/28/2026

AI adoption is accelerating, but early data suggest labor-market disruption remains limited so far—echoing past innovation waves that initially reshaped roles yet ultimately lifted productivity and expanded employment over time.

morganstanley.com

Today we honor and remember the service members who made the ultimate sacrifice for our country. Wishing everyone a mean...
05/25/2026

Today we honor and remember the service members who made the ultimate sacrifice for our country. Wishing everyone a meaningful Memorial Day as we reflect with gratitude and respect.

Globalization is giving way to a more fragmented, multipolar world. As supply chains rewire and capital shifts toward re...
05/21/2026

Globalization is giving way to a more fragmented, multipolar world. As supply chains rewire and capital shifts toward resilience, the winners will be those who understand where policy, capital, and risk intersect—and position accordingly.

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Build a financial cushion for life's surprises. This article breaks down practical ways to set aside cash for unexpected...
05/14/2026

Build a financial cushion for life's surprises. This article breaks down practical ways to set aside cash for unexpected expenses—starting small, keeping funds accessible (but separate), and using automatic transfers to stay on track.

morganstanley.com

Happy Mother's Day to all who nurture, guide, and care—mothers, stepmothers, aunts, grandmothers, chosen family, and car...
05/10/2026

Happy Mother's Day to all who nurture, guide, and care—mothers, stepmothers, aunts, grandmothers, chosen family, and caregivers of every kind--a special shoutout to The Calabretta Group's very own, Becky Gebhart. Thank you for the strength, patience, and love you share every day!

Our latest May newsletter is now live—featuring important updates and timely insights. Visit our website to read the ful...
05/07/2026

Our latest May newsletter is now live—featuring important updates and timely insights. Visit our website to read the full edition:

morganstanley.com

Money can be one of the hardest topics to discuss—but avoiding it can create confusion, missed planning opportunities an...
05/05/2026

Money can be one of the hardest topics to discuss—but avoiding it can create confusion, missed planning opportunities and unnecessary stress for the people you care about most.

morganstanley.com

Small tax tweaks can add up—especially when you're building long-term wealth.Here are four tax-smart moves to consider:1...
05/01/2026

Small tax tweaks can add up—especially when you're building long-term wealth.

Here are four tax-smart moves to consider:

1. Maximize tax-advantaged accounts
2. Use tax-efficient stock strategies
3. Explore tax-smart bond approaches
4. Optimize at the portfolio level (e.g., asset location)

Because after-tax returns compound, tax efficiency can be a powerful lever—not just at year-end, but year-round.

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