Media archive

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AOL: Election Results May Shift Your Holiday Spending Confidence — Here’s Why →
October 29, 2026 · by Travis Woods · Holiday spending · Expert commentary
David Kassir noted that Americans are unlikely to cancel Thanksgiving over the midterm results, but may spend more cautiously this holiday season

ThinkAdvisor: Help Clients Fund a Parent’s Care Without Sinking Their Own Retirement →
October 28, 2026 · by Rob Burgess · Caregiving / retirement planning / tax planning · Expert commentary
David Kassir quoted: caregiving for a parent can quietly become the biggest threat to your own retirement, not the market; he walks clients through it every year

Moneywise: Why high earners are rethinking the maxed-out 401(k) →
October 25, 2026 · by Brian O’Connell · 401(k) strategy / tax planning · Expert commentary
David Kassir quoted: if you are in a top bracket today and expect a lower one in retirement, the traditional deduction is worth real money right now; for most high earners the answer is not either or, it is owning money in different tax buckets, so in retirement you choose which dollar to spend, and what tax to pay, year by year.
Also published by AOL and Yahoo Finance · October 25, 2026

Moneywise: The lost $30,000 CD and how unclaimed property recovery works →
October 25, 2026 · by Christy Bieber · Unclaimed property / lost accounts · Expert commentary
David Kassir quoted: when a CD sits untouched long enough, the bank hands the money to the state as unclaimed property; it does not vanish, the state just becomes the holder, and it can be claimed; the simplest fix is keeping accounts consolidated so money never goes missing in the first place.
Also published by AOL and Yahoo Finance · October 25, 2026

Mansion Global: The ripple effect of California’s proposed billionaire tax →
October 22, 2026 · by Maggie Heidenry · California billionaire tax / luxury real estate · Expert commentary
David Kassir quoted: some wealthy Californians do leave over taxes, but most clients with deep roots do not uproot their lives over a proposal; for some, raising cash to pay the tax could make a little-used second or third home a candidate for sale.
Also published by Realtor.com · October 25, 2026

Yahoo Finance: Social Security says it’s cleaning up millions of records. What that means for you →
October 21, 2026 · by Ivana Pino · Social Security records cleanup · Expert commentary
David Kassir quoted on what the Social Security Administration’s cleanup and correction of millions of records means for Americans and their benefits.

Yahoo Finance: The 10-year Treasury yield is above 5%. Should savers lock in now? →
October 20, 2026 · by Ivana Pino · Treasury yields / locking in rates · Expert commentary
David Kassir quoted advising longer-term savers and retirees to ladder into today’s higher yields rather than sit in cash waiting for a perfect entry point, and warning against a retirement plan that only works if rates return to 3%.

MarketWatch Picks: Somebody promising 10 or 12% with no downside is selling you something →
October 20, 2026 · by Alisa Wolfson · High-yield private real estate risks · Expert commentary
David Kassir quoted warning that high yield means high risk, and that illiquid private investments suit only investors who can tie money up for years and stomach a loss, not core retirement savings.

The Washington Post: Social Security pays more if you wait until 65. What happens when you can’t? →
October 18, 2026 · by John Csiszar · Social Security early-retirement risks · Expert commentary
David Kassir quoted on the risks of relying on working longer to fund retirement: working longer is a hope, not a funding strategy, and many people are forced to claim Social Security earlier than planned.

MarketWatch: Why Elon Musk, Anthropic and other AI titans are giving away shares →
October 20, 2026 · by William Gavin · Donating appreciated stock / charitable giving · Expert commentary
David Kassir quoted on the tax strategy behind donating appreciated stock, avoiding capital gains tax while deducting full market value, and on the concentration risk of holding a single stock.

NTD News: 3 Ways couples can maximize Social Security spousal benefits →
October 13, 2026 · by Brian O’Connell · Social Security spousal benefit strategy · Expert commentary
David Kassir quoted on how couples maximize spousal benefits by coordinating filing ages: the higher earner delaying to 70 raises both that spouse’s check and the survivor benefit.

Moneywise: $500K inheritance: vacation or kids’ debt? →
October 18, 2026 · by Christy Bieber · Inheritance spending vs. adult children’s debt · Expert commentary
David Kassir quoted that a woman who inherited her mother’s $500K home has the right to enjoy her own inheritance, and advised her to decide what she wants first and communicate it clearly and directly.

Moneywise: Ramsey rips husband’s $33K Pokémon habit →
October 18, 2026 · by Victoria Vesovski · Couples’ money disagreements / marital budgeting · Expert commentary
David Kassir quoted that most money fights are not really about money but about two different definitions of security, and recommended a spending threshold that triggers a conversation, a 72-hour wait on larger purchases, and brief regular money check-ins.

The U.S. Sun: Urgent warning issued about $5,000 Trump Dividend online ‘application’ →
October 16, 2026 · by Maya Lanzone · Trump Dividend scam warning · Interview
David Kassir interviewed on the proposed $5,000 Trump Dividend: he warned the check does not exist yet, that websites asking people to sign up or apply are scams harvesting personal information, and that if a payment ever arrives it should first go to high-interest debt and an emergency cushion.

UNILAD: Financial experts reveal how Trump’s end to 234-year US penny tradition could affect your wallet →
October 13, 2026 · by Jack Taylor · End of the US penny / cash rounding · Expert commentary
David Kassir quoted that losing the penny will not change anyone’s financial life, but cash purchases rounded to the nickel add up over a year and fall hardest on lower-income households who use cash most.

Firm announcement

David Kassir marks 30 years in wealth management →
October 1, 2026 · Firm announcement (distributed via EIN Presswire)
Firm announcement marking David Kassir’s 30 years in wealth management. This is a firm announcement, not third-party editorial coverage.

All article links last verified October 25, 2026.