Watch On Demand: Kassouf Wealth Advisors and Dimensional Fund Advisors – Market Response to Coronavirus and Elections.
A Vice President at Dimensional Fund Advisors, Apollo is often referred to as the “Secretary of Explaining Stuff,” and it’s for good reason. With the White House and U.S. Department of State as former clients, he excels at distilling his experience and expertise into lessons we can all understand.
Kassouf connects with primary care leaders at Blue Cross Circle of Care Summit
Primary care innovation continues to shape conversations across the healthcare industry. The Kassouf and Kassouf Healthcare Solutions teams expanded on these conversations while connecting with physicians, industry experts, and healthcare ... Read More
Roth Catch‑Up Contributions Are Now Required for Some Higher Earners. Here’s What That Means.
Recent changes to retirement plan rules are affecting how some people save for retirement, especially those making catch‑up contributions later in their careers. Understanding how the Roth catch‑up requirement works ... Read More
Forbes names David Kassouf a Best-in-State CPA
Forbes has named Kassouf Director David Kassouf a 2026 Best‑in‑State CPA, recognizing his leadership in tax, accounting, and advisory services ... Read More