Mark Mohtashemi, CFP, Financial Advisor at Morgan Stanley

04/05/2024

Good news! Morgan Stanley clients with eligible brokerage accounts can now earn up to 5.43% Annual Percentage Yield. We have expanded our suite of New Money Certificate of Deposit (CD) offerings to include a 9-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://livesocial.seismic.com/abcXlR

02/07/2024

The Chariot Group is very proud to announce that Sanjay Harisingani has been named to Morgan Stanley's prestigious Century Club, a group of the Firm's successful Financial Advisors. This honor recognizes Sanjay's dedication to providing a wide range of services to our clients. Congratulations - well deserved!

Disclosure: https://mgstn.ly/48yHOEI

02/02/2024

Happy Groundhog Day!

01/26/2024

In honor of the Go Red for Women® campaign, you're invited to join our 15th annual Go Red Women's Leadership Virtual Experience, hosted in collaboration with the American Heart Association – Westchester Chapter. The February 2nd event will feature legendary makeup artist, bestselling author, speaker and serial entrepreneur Bobbi Brown, in conversation with Morgan Stanley's very own Sandra L. Richards. Register today: https://livesocial.seismic.com/azMCa3

01/11/2024

Delighted and honored to share that our team, The Chariot Group, has been recognized by Forbes for Best-In-State Wealth Management Teams in 2024!

This accolade speaks to our collaborative culture as well as our commitment to helping clients achieve what is most important to them. I’m incredibly proud of our team, and grateful for the support and loyalty of our clients. We look forward to continued success in 2024!

Learn more about our team at https://mgstn.ly/4aQ2HwO

Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://mgstn.ly/3He0uh2)

11/28/2023

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.41% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/49TwCDR

11/22/2023

May your hearts and homes be filled with gratitude this Thanksgiving!

11/06/2023

With costs rising every year, education has become a major investment. Treat it like one, with a clear strategy and due diligence. If you have questions, please reach out any time.

A 529 plan is a great way to invest for future education costs, but there are also other options to raise the funds you need.

11/02/2023

As health care costs continue to rise, you’ll want to know the options you have to help control your financial exposure to uncovered care costs. If you have questions, please reach out any time. (516) 227-2824

Health care costs are rising—especially for retirees, and some may need long-term care. Learn the moves you can make to help prepare yourself.

10/25/2023

Thinking about your legacy? October is Estate Planning Awareness Month. Let’s connect and discuss how a trust can help you pass on assets to loved ones.

You can’t take it with you, but through a trust, you can define how you want your life’s work and wealth to continue to benefit the people and causes you love and care for.

10/24/2023

Saving for retirement? Let’s talk about strategies to help reduce your taxable income and keep more of what you’ve saved.

Smart tax planning can help you save more for retirement and keep more of what you’ve already saved. Consider these tax-efficient retirement planning strategies.

10/19/2023

Near-term market action can stoke powerful emotions and cloud judgment. The team and I can help you stay focused on long-term investment goals. Let’s connect.

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?