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A question I'm getting more frequently from clients: "What could the midterm elections mean for my investments?"The answ...
10/29/2026

A question I'm getting more frequently from clients: "What could the midterm elections mean for my investments?"

The answer is more nuanced than the headlines suggest, and that's where trusted advice matters.

Our Morgan Stanley Wealth Management perspective cuts through the election noise to identify the signals investors should be watching, the potential implications for key sectors, and the market forces likely to matter more than politics alone.

morganstanley.com

Join Rachel Wilson, Morgan Stanley Wealth Management Chief Data Officer and Prashanth Challa, Head of Wealth Management ...
10/23/2026

Join Rachel Wilson, Morgan Stanley Wealth Management Chief Data Officer and Prashanth Challa, Head of Wealth Management Cybersecurity, for a practical conversation on today's cyber risks, including deepfakes, rogue models and AI-powered scams.

Register here: https://livesocial.seismic.com/aMhslV

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key t...
10/21/2026

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

10/16/2026

Most investors get that AI is changing software. But what happens when AI starts interacting with the physical world?

Morgan Stanley Research estimates AI robotics could become a $25 trillion annual revenue opportunity by 2050.

That's the focus of The Robot Almanac, a multi-part video series exploring the technologies, adoption trends, and opportunities shaping the next phase of AI growth.

Follow along as our Chief Robot Strategist, Adam Jonas, examines where this shift may be headed and what investors should be watching.
https://livesocial.seismic.com/O3B75

The AI era is moving into the physical world—and Morgan Stanley Research is helping investors understand what comes next...
10/14/2026

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/a-z7Rb

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.

New treatments for Alzheimer's, in-vivo gene editing, AI-enabled drug discovery: emerging technologies could reshape bio...
10/08/2026

New treatments for Alzheimer's, in-vivo gene editing, AI-enabled drug discovery: emerging technologies could reshape biotechnology productivity, treatment options and investment opportunities.

Learn more about these developments here:

morganstanley.com

The aging global population is creating longer-term pressure on the costs of healthcare. AI offers the potential for red...
09/30/2026

The aging global population is creating longer-term pressure on the costs of healthcare. AI offers the potential for reducing costs through greater efficiencies and for expediting and improving drug development.

For investors and companies, the question is where AI adoption in healthcare can demonstrate economic and clinical value.

Learn more here:

morganstanley.com

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key t...
04/21/2026

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: https://livesocial.seismic.com/aJcMxW

A lot can pile up over a year, or just a season-Here are five tips to help you tidy up, declutter and organize your fina...
04/14/2026

A lot can pile up over a year, or just a season-

Here are five tips to help you tidy up, declutter and organize your finances this spring.

morganstanley.com

Proud to share that  Miller, CFP® has been named to the list of 2026 Forbes Top Wealth Advisors Best-In-State! This is a...
04/10/2026

Proud to share that Miller, CFP® has been named to the list of 2026 Forbes Top Wealth Advisors Best-In-State!

This is a meaningful recognition of Kevin's consistent, thoughtful work and his strong commitment to client relationships.

Congratulations, Kevin—and thank you to our clients and partners for your confidence in our services.

Source: Forbes (Awarded April 2026) Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2026
https://www.morganstanley.com/disclosures/awards-disclosure.html

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Peachtree City, GA
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