Malibu, California, is unlike any other community. From the oceanfront estates along Pacific Coast Highway to the hillside homes above Zuma Beach, this coastal city combines luxury, lifestyle, and complexity. For residents here, wealth management is not just about...
Retirement is not just about saving money. It’s about knowing how much you will need to live comfortably. Living in Los Angeles makes this even more important. Housing, healthcare, and everyday expenses are higher than the national average. And your lifestyle matters....
California is one of the most expensive states in the country—not just for living costs, but for taxes too. Income taxes, property taxes, and capital gains can take a big bite out of your wealth. If you’re not careful, high taxes can reduce the assets you’ve worked so...
How to Balance Real Estate and Stock Investments in California Investing in California is both exciting and challenging. The state offers unique opportunities in real estate and the stock market, but each comes with risks and costs. Knowing how to balance these two...
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...
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