Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
About Susan Kim
Susan Kim is a Private Wealth Advisor and Managing Partner with Kim, Hopkins & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. Our practice's mission is to work collaboratively with our clients to provide financial, investment and retirement planning strategies with a premier level of service.
Most wealth managers pride themselves on deep personal relationships with clients and their family’s. As the stock market climbs a proverbial “Wall of Worry,” Election 2024 is putting their steady-handed stewardship to the test.
Despite the decline in Berkshire Hathaway’s earnings, there were some positive developments. Warren Buffett sold more Apple, sending its cash hoard above $320 billion.
The 2024-2025 Priority Guidance Plan by the U.S. Department of the Treasury and IRS outlines 231 critical projects shaped by recent legislative changes and public feedback.