Eric P. Rosen, CRPC, Vice President, Financial Advisor at Morgan Stanley

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Eric P. Rosen, CRPC, Vice President, Financial Advisor at Morgan Stanley

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10/30/2026

Periodically checking your retirement plan can help ensure you're on track to meet your goals.

morganstanley.com

10/28/2026

The stock market and the economy don't always move in lockstep. But can stocks continue to outperform economic growth? Sarah Wolfe, Senior Economist at Morgan Stanley Wealth Management, explains.

brightcove.net

10/27/2026

Rising equity markets and home prices have created a wealth effect that has boosted US consumer spending and the economy. But looking ahead, how secure are household balance sheets?

brightcove.net

10/22/2026

The S&P 500 closed lower Thursday, as investors weighed concerns on the size of the AI capital expenditure buildout. Read more in the 1% move report.

morganstanley.com

10/21/2026

AI's next big breakthrough in health care may have less to do with discovering new drugs and more to do with delivering better care.

brightcove.net

10/20/2026

Despite the recent flight-to-quality in the financial markets, the positive, fundamental story has not changed. It may be that winners and losers are starting to emerge.

brightcove.net

10/15/2026

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.

brightcove.net

10/14/2026

Betsy Graseck and Michael Cyprys explore how AI could expand advisor capacity and tokenized assets could grow into a $2.3 trillion market by 2030.

morganstanley.com

10/13/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here:

brightcove.net

10/12/2026

Direct indexing can put index dispersion to work through loss harvesting, while offering flexibility to customize exposures around an investor's circumstances.

brightcove.net

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