As you may recall, our long-term portfolio management partner, Capital Directions, merged with Savant Wealth Management in February 2023. One of the final steps in their integration with Savant is transitioning your online client portal to Savant’s infrastructure. The transition…
As we enter graduation season, you may be thinking about your own children’s future. One of the best ways to ensure a strong start for your children is through education planning. We’ve compiled four tips to help you get started.…
Accounting Today named Kassouf Wealth Advisors a 2023 Wealth Magnet in their latest Top Firms by Assets Under Management (AUM) issue. Kassouf Wealth Advisors earned this honor the past several years, which recognizes top financial planning and wealth management firms…
Kassouf named a new member of its leadership team. Shannon J. Pike, CFP® will work as a Principal in the firm’s financial planning and wealth management area. “Shannon’s extensive experience, knowledge, and devotion to clients make him an invaluable addition…
Even with a significant rebound in Fourth Quarter, stocks and bonds finished 2022 solidly in the red. Whether the lows reached in October prove to be the turning point in the recent downturn remains to be seen, but it is…
All of us at Kassouf continue to work with Capital Directions to provide a steady focus in these uncertain times. While there are many indications that the economic downturn is real, the unknowns are the length and the depth before…
You’ve probably seen the word adulting make its rounds on social media over the past few years. But, what does it really mean to adult? From mortgages to credit scores, financial literacy is one of the most important parts of…
You probably feel like you’ve had your fair share of “unprecedented times” over the past few years. Our economy creates growing concerns for individuals and businesses, but your trusted advisors at Kassouf are here to help. Kassouf’s Business Services Group…
Accounting Today named Kassouf Wealth Advisors a Top 150 Firm in their 2022 Wealth Magnet issue. This prestigious honor calculates top firms based on assets under management, with Kassouf Wealth Advisors joining the $100 Million Plus Club. Only four Alabama firms…
May 29 means more than the mark of the approaching summer season. It’s also recognized as National College Savings Day, named for Section 529 of the Internal Revenue Code. What is a 529 Plan? A 529 plan is a tax-advantaged savings…