David Kassir, Managing Director of Private Wealth Management at Manna Wealth Management, an SEC-registered fiduciary, was quoted in MarketWatch Picks in the article ”Somebody promising 10 or 12% with no downside is selling you something.’ He’s...
David Kassir, Managing Director of Private Wealth Management at Manna Wealth Management, an SEC-registered fiduciary, was quoted in Yahoo Finance in the article ‘The 10-year Treasury yield is above 5%. Should savers lock in now?’ The article examines...
David Kassir, Managing Director of Private Wealth Management at Manna Wealth Management, was quoted in MarketWatch in the article ‘Why Elon Musk, Anthropic and other AI titans are giving away shares.’ On the tax strategy behind donating appreciated stock,...
David Kassir was quoted in The U.S. Sun on the proposed $5,000 Trump Dividend checks and the scams already circling them. The check does not exist yet. It was proposed in September and tied to Republicans holding the House and Senate in November, and nothing has...
David Kassir, Managing Director of Private Wealth Management at Manna Wealth Management, an SEC-registered fiduciary wealth management firm, was quoted in NTD News in the article “3 Ways Couples Can Maximize Social Security Spousal Benefits” In the...
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