Stuart E. Margulis, SVP, Financial Advisor at Morgan Stanley

05/29/2026

Worried that a 529 plan isn't flexible enough? Here are 5 things you may not know about 529s (but should). Let's talk about how you can use these funds beyond college. https://livesocial.seismic.com/aKJnrG

05/25/2026

Wishing everyone a meaningful Memorial Day weekend.

Grateful for the sacrifices made by so many that allow us to enjoy moments like these with family, friends, and community.

05/10/2026

Happy Mother's Day to all the moms and mother figures—thank you for your strength, patience, and unwavering support. Wishing you a day filled with appreciation and joy.

05/05/2026

Crypto may feel new, but the tax rules aren't. See how our advisors help translate complex requirements into clearer decisions.
https://livesocial.seismic.com/aARhL5

04/28/2026

Join us on Monday, May 4 for "Mental Health, Money and The Next Generation: Financial Wellness," part of our Wealth Education for the Next Generation series. This session explores the powerful connection between emotional wellbeing and financial habits, including how the choices adults make today can shape the stability and confidence children inherit tomorrow. Register here. https://livesocial.seismic.com/aZa-nN

04/23/2026

Even with quality coverage, a major loss or liability can be unsettling. Learn how to identify gaps that may expose you to unwanted financial risk.

morganstanley.com

04/09/2026

Your phone is a gateway to your personal and financial information. Here are three ways to keep your phone safe from bad actors.
https://livesocial.seismic.com/abu9cS

04/05/2026

Wishing everyone celebrating a peaceful Easter! May the day bring renewed hope, gratitude, and time with loved ones.

04/01/2026

Wishing those observing a meaningful Passover—may the season bring reflection, connection, and renewal.

03/25/2026

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that can help you proactively prepare. https://livesocial.seismic.com/a-wmQt