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Not all financial advisors are created equal, and for a family with substantial wealth, that difference can matter enormously. Understanding what distinguishes one advisor from another, and how their services align with your family’s needs, is the first step toward finding the right partner. The place to start is by examining the distinction between investment […]

Quick answer: Yes — the AI trade is still powering the stock market. But the companies driving it have changed, and that shift tells us something important about the potential durability of the rally. What is a key data point illustrating the dynamics of the 2026 AI rally? In the chart below, a basket of 2026’s […]

A solid financial plan brings peace of mind, giving you confidence that you are on track to achieve your financial goals. Over the course of the year, however, changes in your personal situation and shifts in the market can steer your wealth strategy off course. Before the busy fall season begins, a check-in with your advisor […]

DIY estate planning tools can create consequences that cost far more than an attorney’s fee — from probate disputes to unintended beneficiaries. Here are six risks to understand before using an online will or trust template. Do Estate Laws Vary by State? In addition to federal tax laws, states impose their own probate and tax […]

May is Skin Cancer Awareness Month, and we are proud to support our friend, Dr. Ellen Marmur, in her efforts to raise awareness and resources for the detection and prevention of skin cancer. Dr. Marmur founded the American Academy of Dermatology Association’s (AAD) Skin Cancer, Take a Hike!™ initiative, which raises funds to support skin cancer screenings, grants […]

In the fall of 2025, the federal government began phasing out the issuance and receipt of paper checks, impacting Social Security Administration and IRS payments refunds. In addition to increased efficiency, speedier payment processing, and cost savings, it is intended to reduce potential fraud. While this is a positive move toward cutting scams and fraud, […]

The conflict involving Iran has expanded from a regional military confrontation into a global energy disruption. Iranian attacks on commercial shipping have shut down traffic through the Strait of Hormuz, a key route that normally carries roughly 20% of global oil supply, pushing oil prices sharply higher from about $60 per barrel in January to […]

Shomari Gilyard, Partner and Head of Wealth Planning at Klingenstein Fields Advisors, recently attended the 60th Annual Heckerling Institute on Estate Planning Conference, one of the premier gatherings for estate planning professionals. This year’s discussions focused on recent legislative developments, fiduciary responsibility, and emerging issues such as the role of artificial intelligence (AI) in wealth […]

The Investment Adviser Association (IAA) provides expertise and advocacy for fiduciary investment advisors and helps professionals come together to share information and stay informed about the latest industry developments. Klingenstein Fields Advisors regularly participates in events and organizations like the IAA to enhance our knowledge and connect with colleagues, peers, and industry experts. Why Does […]