David Kassir, Managing Director of Private Wealth Management at Manna Wealth Management, an SEC-registered fiduciary wealth management firm, was quoted in Yahoo Finance in the article “Social Security says it’s cleaning up millions of records. What that...
David Kassir, Managing Director of Private Wealth Management at Manna Wealth Management, an SEC-registered fiduciary, was quoted in Moneywise in the article ”You’ve married poorly’: Arkansas woman’s husband calls his $33,000 Pokémon card stash...
David Kassir, Managing Director of Private Wealth Management at Manna Wealth Management, an SEC-registered fiduciary, was quoted in The Washington Post in the article ‘How to get Social Security when you retire early.’ The article examines what happens to...
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,...
Recent Comments