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Financial experts reveal how Trump’s end to 234-year US penny tradition could affect your wallet
UNILAD | October 13, 2026 David Kassir, Managing Director of Private Wealth Management at Manna Wealth Management, was quoted by UNILAD on the end of the 234-year US penny tradition, explaining how cash rounding to the nearest nickel could affect households that rely...
Investment Management vs Financial Planning: What Is the Difference?
Last updated: November 12, 2026 Short answer: Investment management is the ongoing work of choosing, monitoring and rebalancing a portfolio. Financial planning decides what that portfolio is for: when you can retire, how you will draw income, and how taxes, college...
How Tax Planning Can Add Value Alongside Investment Returns
When people think about building and managing wealth, investment returns are often one of the first things that come to mind. Investors may ask: What investments should I own? How should my portfolio be diversified? Should I invest more in stocks or bonds? How much...
CFP vs CFA vs CPA: Which Professional Do You Need?
Choosing the right financial professional can be challenging, especially when you see credentials such as CFP®, CFA®, and CPA after someone’s name. Although these designations are well known, they represent different areas of education, experience, and...
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