Rachel Cohen, CFP®

Casey Dearth, an integral part of CapQuest Group, recently was promoted to Vice President at Morgan Stanley. We are excited to see all the amazing things that he will accomplish as he continues his growth on our team. Congratulations Casey! #CapQuestGroup

Thrilled to again represent Morgan Stanley at the 2025 Barron's Advisor Women's Summit in Palm Beach. #BAWomen #CapQuestGroup #WomenInFinance #MorganStanley #Barrons #entrepreneurwomen #LIFT #PhillyWiW

Interested in crypto and how it fits into your portfolio? Morgan Stanley Wealth Management thought leaders recently shared their views on the crypto market. Tune in: livesocial.seismic.com/tRvIud

What could the year ahead look like for investors? Join Morgan Stanley Wealth Management on Tuesday, December 9 for a timely conversation about the economy and markets in 2026. Register here: livesocial.seismic.com/tYLMxh

Interested in crypto and how it fits into your portfolio? Join Morgan Stanley Wealth Management on Monday, November 17 for a timely conversation on crypto's role in a diversified investment portfolio and the evolving regulatory landscape. Register here: ht livesocial.seismic.com/t0iD0Z

Hear renowned professional golfer and Morgan Stanley Brand Ambassador Justin Rose share insights into his storied career journey, keys to his success and much more. Tune in: livesocial.seismic.com/t09G4i

What financial goals do you want to achieve before year-end? Let's talk about moves you can make this fall to help set yourself up for success. livesocial.seismic.com/thq2kO

Retirement planning is not a one-size-fits-all approach. Let's talk about strategies to help reduce your taxable income and keep more of what you've saved. livesocial.seismic.com/tVkuGd

As you approach retirement, it's important to prepare for the lifestyle changes ahead. Here are five tips to help you envision your golden years. livesocial.seismic.com/tgO8PW

Want to keep more of your investment returns? Consider these strategies to help reduce your overall tax burden. livesocial.seismic.com/t7Lexk

It's important to check in on progress toward your retirement plan, especially when market volatility arises. These simple six steps can help: livesocial.seismic.com/twO9Ki

Tapping your portfolio may trigger an unwelcome surprise: taxes. Morgan Stanley's Intelligent Withdrawals tool can help find tax-efficient ways to withdraw funds. Learn more. livesocial.seismic.com/tICwhH

If you're considering upcoming milestones like buying a home or retiring, a mid-year check in on your financial plan may be beneficial. This checklist can help. livesocial.seismic.com/t9rTdW

As AI gains physical abilities, how will industries and markets be transformed? Join us Monday, June 30 as Morgan Stanley thought leaders discuss the rapid transition of artificial intelligence into the physical world. Register here: livesocial.seismic.com/tM6GaJ

What's in store for the markets and the economy for the rest of 2025? Join us Monday, June 2 as a panel of Morgan Stanley thought leaders discuss key themes, trends and potential opportunities impacting investors. Register here: livesocial.seismic.com/t0eONP

Carefully managing distributions from your portfolio during retirement can help you save on taxes, leaving you more money to spend and enjoy. Learn more about how you can make the most of your retirement savings: livesocial.seismic.com/tPrLd8

Travel? Volunteering? Exploring new hobbies? Whatever your pursuits may be in retirement, it's essential to plan ahead for your spending needs. Let's talk about strategies to help keep you on track. livesocial.seismic.com/t4Eyq-

What financial goals do you want to achieve before the end of the year? Let's talk about moves you can make this fall to help set yourself up for success. livesocial.seismic.com/tGMi2l

Your tax return may not be top-of-mind once tax season has passed, but you may want to take another look at it. Your Form 1040 may reveal important information about your personal finances and shed light on valuable opportunities for future savings. livesocial.seismic.com/t2Sin4

Join us on November 15 for a timely update on the complex events currently unfolding in Washington with Michael Stein, Morgan Stanley’s Global Head of Government Relations. bit.ly/3u4iyHb