Mononita Ghosal, Financial Advisor at Morgan Stanley

01/15/2022

Take a holistic look at the year ahead to determine what you may need to adjust to meet your financial goals. I can help you determine the right moves for your financial situation.

Heading into the New Year, it’s time to take stock of your budget, debt and investments—and how they map to your financial goals. Here’s how.

11/16/2021

Whether you want to donate to charity or invest in a loved-one’s future, consider these tax‐smart ways to help make your giving go further.

Discover how you can incorporate tax efficiency into your plans for donating to charitable organizations or giving gifts to family and friends.

10/19/2021

October is Cybersecurity Awareness Month—a great time to brush up on cybersecurity best practices. Here are some tips to help you respond to the most common cyber fraud scenarios you may face.

Discover what to do if and when your identity, accounts, devices or information is compromised, and useful next steps you can take to limit damage.

09/14/2021

While saving for retirement is important, so is your plan of action once you enter retirement. Consider these strategies to help you overcome five of the biggest income-related challenges in retirement.

While saving for retirement is important, so is your plan of action once you enter retirement. Here are 5 post-retirement challenges to consider.

08/10/2021

Money can be one of the trickiest topics to discuss in a family, but avoiding the conversation can lead to challenges. Let’s discuss how to help get the conversation started.

Money is one of the trickiest topics to discuss. But avoiding the conversation can lead to problems. Learn how to start the dialogue with your family.

07/24/2021

A new framework for assessing climate change data can help real estate investors measure risks, including extreme weather events and the costs of transitioning to a low carbon economy.

07/23/2021

Have you considered a greater role for Chinese stocks in your portfolio? Let’s discuss how economic tailwinds could help drive gains for investors.

China-listed stocks have underperformed this year, but recent policy moves and economic tailwinds could help power growth—and potential gains for investors.

07/23/2021

Three major, long-term shifts are underway—increased consumer spending, an expanding digital economy, and a maturing generation of Millennial investors. Is your portfolio ready?

Rising consumer spending, an expanding digital economy and Millennial investors could power stocks in the years ahead.

07/22/2021

As part of our ongoing commitment to advancing racial and economic equity, Morgan Stanley’s new Next Level Fund invests in early-stage technology companies with women and diverse members on the founding teams.

Morgan Stanley’s new Next Level Fund invests in early-stage tech companies founded and led by women and multicultural entrepreneurs, in partnership with Hearst, Microsoft and Walmart.

06/15/2021

With summer here, many of us are excited to resume international travel. Before you board a flight, consider these tips to help you save time, money and possible stress.

When planning your vacation abroad, plan your money matters just like you planned your trip and you may save time, fees and a few headaches.

05/11/2021

“Never stop learning and growing.” That’s one of the lessons Grant Hill shared with us about his rise from NBA All-Star to team executive. Here are a few more:

Learn key strategies for success, shared by NBA All-Star and Atlanta Hawks co-owner Grant Hill, whether you’re a part of a team or leading one.

05/07/2021

New risks to the bull market are emerging. Key among them: Mounting supply-chain pressures. Wealth Management Chief Investment Officer Lisa Shalett discusses how investors can prepare.

Emerging supply-chain imbalances stand out as a risk to the U.S. equity bull market.