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Stephen Fitzmaurice, CFP®, CIMA®, CLTC, CPWA®, CRPC® & Todd Mulligan, CFA, CFP® helps clients identify and pursue their financial goals. Disclaimers:
©2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information. For more information on the designation(s), go to https://fa.morganstanley.com/bostoncentergroup/index.htm

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Many people use the terms "saving" and "investing" interchangeably. While these two concepts are related, they aren't ex...
10/22/2026

Many people use the terms "saving" and "investing" interchangeably. While these two concepts are related, they aren't exactly equal.

morganstanley.com

Betsy Graseck and Michael Cyprys explore how AI could expand advisor capacity and tokenized assets could grow into a $2....
10/15/2026

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

The AI era is moving into the physical world—and Morgan Stanley Research is helping investors understand what comes next...
10/08/2026

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/ad5p_k

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.

In today's increasingly digital world, safeguarding your personal and financial information is more important than ever....
10/01/2026

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/a9N1dh

Join us for an insightful webinar on Medicare and Open Enrollments.Tuesday, September 29th 4pm ESTThe Boston Center Grou...
09/25/2026

Join us for an insightful webinar on Medicare and Open Enrollments.

Tuesday, September 29th 4pm EST

The Boston Center Group is excited to host our next installment of our 2026 webinar series.

Don't miss this opportunity to learn more. Register now!

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As a continuation of our Team Member Spotlight series, we're excited to introduce David Typermass as our next featured t...
09/17/2026

As a continuation of our Team Member Spotlight series, we're excited to introduce David Typermass as our next featured team member. David joined Morgan Stanley in 2016, please take a moment to learn more about his background, role, and what he brings to the team. https://livesocial.seismic.com/agoivX

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so ...
09/11/2026

Today, we hold a moment of silence as we remember and honor the colleagues, friends, neighbors, first responders and so many more who lost their lives and were impacted 25 years ago.

Today, we honor the contributions and achievements of laborers in the United States.
09/07/2026

Today, we honor the contributions and achievements of laborers in the United States.

Long-term care planning isn't just about costs. It's about protecting your finances, your family and the legacy you want...
08/20/2026

Long-term care planning isn't just about costs. It's about protecting your finances, your family and the legacy you want to leave.

morganstanley.com

With control of the House on a knife's edge, voters' perceptions of the economy could determine which party prevails, wi...
08/13/2026

With control of the House on a knife's edge, voters' perceptions of the economy could determine which party prevails, with implications for multiple sectors.

morganstanley.com

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