Let’s be honest: Making personal financial decisions can be challenging. There’s a variety of investment options, all of which carry some form of risk. And, of course, there are many types of retirement plans to choose from, each with their own set of tax...
1. Get a Feel for Their Ideal Client In general, wealth management firms cater to investors who have a sizable asset base, but they don’t all take the same approach. Some wealth managers may prefer to work with clients who have between $50,000 and $500,000 in...
Manna Wealth Management’s Senior Financial Advisor, David D. Kassir invited to this year’s Delivering Alpha investor summit, September 19 at New York’s Pierre Hotel. About Delivering Alpha: Since 2010, CNBC has worked side by side with Institutional Investor to...
Senior Financial Advisor, David D. Kassir, with offices in Washington DC & Miami, FL was Featured to speak at Success by South Beach. This event was hosted at the SLS Hotel in Miami Beach, FL. on August 15 , 2019. The Event featured CEO’s across all industries...
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