Brandon J. Marinelli, CFP®, CRPC®

While you're spring cleaning your home, consider ways to also tidy up your finances. These five tips can help. livesocial.seismic.com/t9QMat

US equities rose almost 3% Tuesday as hopes that the US-Iran conflict may be nearing a resolution fueled a risk-on move. Read more in the 1% Move report. livesocial.seismic.com/turw5p

Is your portfolio at risk due to concentrated positions? Learn more about how I can help you with strategies for diversification to mitigate risks and help safeguard your investments. livesocial.seismic.com/tck_v5

Morgan Stanley's 2026 key investment themes show how AI growth, rising energy demand, geopolitics and demographic shifts are influencing global markets. livesocial.seismic.com/tyw3f0

How could the U.S. intervention in Venezuela impact financial markets and your portfolio? Morgan Stanley's research team shares timely insight here: livesocial.seismic.com/tnkXKv

Did you know cybercriminals are especially active during the holidays? Find out how to protect yourself from five common scams. livesocial.seismic.com/tAR-lT

The investment landscape is becoming more favorable, particularly for risky assets. See why in Morgan Stanley Research's 2026 Investment Outlook:livesocial.seismic.com/tle6D8

Wishing everyone a joyful Thanksgiving filled with gratitude and cherished moments.

Deciding when to claim Social Security can significantly impact your retirement income. Learn how to help maximize your benefits: livesocial.seismic.com/tatLif

US equities rose on Monday as trade tensions eased. Read more in the 1% Move report. livesocial.seismic.com/tKlAgt

Supply constraints and affordability challenges are remaking the U.S. housing landscape. Where can investors look for growth? livesocial.seismic.com/tP3avW

What financial goals do you want to achieve before year-end? Let's talk about moves you can make this fall to help set yourself up for success. livesocial.seismic.com/tvJOPv

Concentrated stock positions can be profitable, but they're also risky. Discover four tax-smart ways to help diversify your investments. livesocial.seismic.com/t6Z4Ii

US equities reached a new record as in-line inflation bolstered rate-cut expectations. Read more in the 1% Move report. livesocial.seismic.com/tzuOui

Optimism around the new tax law is propelling U.S. equities to records, but bond markets are signaling risk. What should you make of the mixed signals? Learn more: livesocial.seismic.com/tyosTJ

With positive market momentum likely to remain in the near-term, consider how to position for the remainder of summer. Find out more in On the Markets. livesocial.seismic.com/t4aay_

This fascinating video from Morgan Stanley Research shows how embodied AI is set to transform the global economy, from autonomous vehicles to humanoid robots. Reach out if you'd like to learn more. morganstanley.com/insights/video… livesocial.seismic.com/tIk4Fl

It's critical to avoiding emotional investment decisions during periods of market volatility. Learn more about why in Morgan Stanley's latest Market Essentials. livesocial.seismic.com/tJ2YFC

Big market declines can be unnerving but are historically not unusual. Learn how to recognize common investing mistakes and stay focused on your long-term financial goals. livesocial.seismic.com/twBC7R

Morgan Stanley's Global Investment Committee says 2025 will be a year to pursue maximum portfolio diversification. Let's discuss strategies to consider. livesocial.seismic.com/tZonv4