The Palm Beach Wealth Management Group at Morgan Stanley

06/15/2026

World Elder Abuse Awareness Day is a good time to remember that "elder abuse" can include financial exploitation. Today's technology can be confusing, especially to vulnerable adults, and scammers often target them through phone calls, texts, emails and social media.

Check in with your relatives and start a conversation about cybersecurity. You can help them update their antivirus software, set up a password vault, and remind them that requests requiring "immediate" action may be a red flag. Make sure they know to "stop, breathe, verify."

morganstanley.com

06/11/2026

This Kiplinger article focuses on a term we hear sometimes hear about in financial planning … the "third-generation curse."
While there are pitfalls that can lead to the erosion of a family's wealth over time, there are steps they can take that may help them avoid that fate, things like: having a sound financial plan, clearly outlining family goals and values, providing financial education for the next generation, and working with experienced financial professionals that understand the nuances of passing on a legacy.

kiplinger.com

06/09/2026

This Morgan Stanley piece explores how banks are evaluating digital assets through a wholesale banking lens, with attention to developing regulation and the potential for new transaction methods.
24/7 financial infrastructure, near-instant clearing, and cross-border transactions that may become more streamlined over time sounds exciting, but on the other side of the equation, controls, risk management, and operational readiness are required before any new rails can scale responsibly.

morganstanley.com

06/04/2026

There's been a lot of concern about AI "replacing" people especially in the tech industry and gaming is often cited as an example. AI can speed up things like coding and testing, but can it develop a game that players can connect with?
The human touch may be the difference between something that's merely generated and something that's truly engaging. And the games that stay relevant continually evolve through updates, events, and player feedback…things AI might not be able to provide.

morganstanley.com

06/02/2026

Some past IPO markets felt like a frenzy with a lot of first-day attention, then a reality check on longer-term valuations once the excitement faded. This article shares what looks different in 2026 with a broader, more cross-sector IPO pipeline. The companies have stayed private longer and are more mature with demand tied to longer-term themes like AI/digital infrastructure and aerospace & defense.

morganstanley.com

05/29/2026

Despite recent pressure on stocks, our CIO and Chief U.S. Equity Strategist Mike Wilson argues that earnings and AI's impact remain stronger than many investors appreciate. Listen to the podcast here:

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05/27/2026

If you're traveling this summer, you'll want to make sure your fun isn't spoiled by cyber criminals. Take a few minutes to make sure you know the ins-and-outs of staying on vacation!

morganstanley.com

05/25/2026

We will not forget your sacrifice or the families you left behind…thank you!

05/14/2026

We've been hearing a lot about the K-shaped economy lately. It seems likely that the topic will be a main focus at Morgan Stanley's upcoming Annual European Luxury Conference in Paris. This article suggests brands catering to higher-income consumers are holding up better, while those more exposed to aspirational shoppers face greater pressure. However, there are factors that could affect all brands: geopolitical risk from the Iran conflict including higher oil prices, AI as a lever for efficiency in operations but with a flip-side of displacing some high-income earners, and gold prices causing shifts in the high-end jewelry market.

morganstanley.com

05/12/2026

This episode of Thoughts On the Market explores the evolution of AI: from GenAI which answers questions, to Agentic AI which completes tasks. If that's the direction we're heading, the "behind-the-scenes" components, CPU coordination and vast quantities of memory that stores context and preferences, are critical for expansion.

morganstanley.com