Economic downturns happen. Recessions are part of the market cycle. If you’re not prepared, your investments can lose value quickly. But with careful planning, you can build a portfolio that weathers recessions and protects your wealth. I’m David Kassir from Manna...
Malibu has always been more than just a place to live—it’s a global symbol of luxury, exclusivity, and lifestyle. For decades, owning property in Malibu has been seen as both a financial investment and a personal statement. But with today’s changing economy, many...
California is known for sunshine, opportunity, and innovation—but it’s also known for having some of the highest taxes in the nation. For investors, that means paying attention not only to how much you earn, but also to how much you keep after taxes. As Senior...
Malibu is known for its beauty, exclusivity, and lifestyle—but living and working here comes with unique financial challenges. High incomes often come with high taxes, and many professionals and business owners in Malibu face the question: How do I build a retirement...
For many Malibu residents, Social Security is just one piece of the retirement puzzle. While it may not cover the cost of a Malibu lifestyle on its own, maximizing Social Security benefits can provide a valuable source of reliable income. As Senior Financial Advisor,...
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