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

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

Bullish on treats. Bearish on tricks. 🐂🎃Happy Halloween from Charlie!
10/31/2026

Bullish on treats. Bearish on tricks. 🐂🎃

Happy Halloween from Charlie!

10/26/2026

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.
https://livesocial.seismic.com/5NK6r

Join Rachel Wilson, Morgan Stanley Wealth Management Chief Data Officer and Prashanth Challa, Head of Wealth Management ...
10/22/2026

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/aPDEkq

10/15/2026

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/rGPh2

Had an amazing night at the ballpark with my boys.  A great night, an electric atmosphere, and excited to see what Octob...
10/01/2026

Had an amazing night at the ballpark with my boys. A great night, an electric atmosphere, and excited to see what October brings! ⚾

In today's increasingly digital world, safeguarding your personal and financial information is more important than ever....
09/28/2026

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/aSa5Hf

What could a strong stock market alongside higher yields mean for investors? Morgan Stanley outlines themes that may mat...
09/23/2026

What could a strong stock market alongside higher yields mean for investors? Morgan Stanley outlines themes that may matter for planning.
https://livesocial.seismic.com/aZSRPC

Wishing all who observe Yom Kippur a meaningful fast and a day of reflection, atonement, and peace.
09/20/2026

Wishing all who observe Yom Kippur a meaningful fast and a day of reflection, atonement, and peace.

It's Life Insurance Awareness Month. Learn how life insurance can be a versatile tool to help you reach your financial g...
09/16/2026

It's Life Insurance Awareness Month. Learn how life insurance can be a versatile tool to help you reach your financial goals and protect your family. Let's discuss.
https://livesocial.seismic.com/a0-3Zk

Shanah Tovah to all celebrating Rosh Hashanah! May the year ahead be filled with renewal, health, and happiness.
09/12/2026

Shanah Tovah to all celebrating Rosh Hashanah! May the year ahead be filled with renewal, health, and happiness.

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