The Abers Shapiro Group at Morgan Stanley

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Costumes, haunted houses and sweets are part of what makes Halloween fun. Surprises in your financial life? Usually not ...
10/30/2026

Costumes, haunted houses and sweets are part of what makes Halloween fun. Surprises in your financial life? Usually not as enjoyable.

While no one can predict every twist and turn ahead, having a thoughtful wealth management plan can help you prepare for the unexpected while staying focused on the goals that matter most.
Enjoy the surprises tonight. Plan for the ones that come tomorrow.

Treasury yields have surged to multi-decade highs, but the move may signal stronger growth rather than renewed inflation...
10/28/2026

Treasury yields have surged to multi-decade highs, but the move may signal stronger growth rather than renewed inflation—with opportunities in bonds and quality stocks.

morganstanley.com

10/26/2026

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. https://livesocial.seismic.com/RDZLI

National Savings Day is a great reminder to review your goals and strengthen your savings habits. Starting small and sav...
10/12/2026

National Savings Day is a great reminder to review your goals and strengthen your savings habits. Starting small and saving consistently can make a meaningful difference over time.

The AI era is moving into the physical world—and Morgan Stanley Research is helping investors understand what comes next...
10/09/2026

The AI era is moving into the physical world—and Morgan Stanley Research is helping investors understand what comes next.

In The Robot Almanac, Morgan Stanley's new 8-part video series, we explore robotics, physical AI, and the market forces that could reshape the global economy. Our forecast: the AI robotics market could reach $25 trillion in annual product revenues by 2050.

Watch the first episode: https://livesocial.seismic.com/a3rsl5

These trends raise important questions for portfolios and long-term investment strategy. Are you ready? Let's talk about what this next wave of innovation could mean for you.

Big dreams often begin as simple ideas: a new home, a meaningful legacy, a comfortable retirement, or greater freedom to...
10/07/2026

Big dreams often begin as simple ideas: a new home, a meaningful legacy, a comfortable retirement, or greater freedom to pursue what matters most. A thoughtful financial plan can help transform those aspirations into clear, actionable steps. This World Financial Planning Day, consider whether today's decisions are helping build the tomorrow you envision.

AI's next wave may reward companies using the technology most effectively—not just those building it. Here's what invest...
10/06/2026

AI's next wave may reward companies using the technology most effectively—not just those building it. Here's what investors can watch as AI moves toward profits.

morganstanley.com

Affordability concerns are shaping the election backdrop, with implications for policy expectations and sectors such as ...
10/02/2026

Affordability concerns are shaping the election backdrop, with implications for policy expectations and sectors such as technology and energy.

morganstanley.com

In today's increasingly digital world, safeguarding your personal and financial information is more important than ever....
09/30/2026

In today's increasingly digital world, safeguarding your personal and financial information is more important than ever. I'm pleased to share the next session in our Wealth Education for the Next Generation series, "Cybersecurity and Digital Wealth Protection," taking place on Monday, October 5. This timely discussion will explore practical cybersecurity strategies and responsible digital habits that can help protect your online identity, financial accounts, and personal data. Whether you're managing your own wealth or helping guide the next generation, you'll leave with actionable insights to strengthen your digital security. https://livesocial.seismic.com/aNmhoR

09/23/2026

A concentrated stock position can happen for many reasons: building a company, inheriting shares or making a successful investment. But when one stock becomes a large part of your portfolio, it may also increase your overall risk. Watch this 30-second video to learn more and reach out if you'd like to discuss strategies designed around your goals. https://livesocial.seismic.com/4zRsu

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350 East Las Olas Boulevard
Fort Lauderdale, FL
33301

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