The Carder Hartman Pattisall Group at Morgan Stanley

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10/27/2026

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/NzuID

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/aNYf_j

10/19/2026

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_U88Y

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.

10/14/2026

Here are a few simple, real-world tips that can make your family harder to target online from Rachel Wilson, Wealth Management Chief Data Officer—who happens to be a mom herself. If you want to talk through any of the cybersecurity tips, I'm always here.

10/08/2026

What could a strong stock market alongside higher yields mean for investors? Morgan Stanley outlines themes that may matter for planning.

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09/08/2026

The use of AI by borrowers is likely to fuel home refinancing activity, with impacts on the industry, markets and the broader economy.

morganstanley.com

09/03/2026

Saving for your loved one's future can feel overwhelming. Let's simplify it together with a 529 strategy designed around you.

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09/01/2026

With yields on long-term Treasuries rising, the Treasury Department has decided to intervene. But markets do not appear stressed by rising yields, so a key question is, why now?

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08/27/2026

Is the AI theme evolving for investors? Our chief strategist discusses why separating excitement from economics may matter for portfolios.
https://livesocial.seismic.com/a5ENPr

05/13/2026

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicited messages—even when they appear urgent or "official." Improve your cybersecurity by following this checklist, and please reach out if you'd like help getting started.

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Address

437 W Duke Of Gloucester Street
Williamsburg, VA
23185

Telephone

+17572597110

Website

https://advisor.morganstanley.com/chp

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