In our January Investment Outlook, we reflect on the challenges the market faced in 2022, and how many of the factors that impacted the market are likely to persist in the near term. However, we are seeing hopeful signs that >
In our December Investment Outlook, we examine the capital markets in 2022, discussing inflation and the Fed’s actions to combat it, the primary driver of 2022 market performance, as well as other factors impacting returns. >
What is a Qualified Personal Residence Trust (QPRT) and How Does it Work?
A QPRT is typically used to transfer ownership of a primary residence or second home to your family with estate and gift tax savings. If you are >
On November 15, 2022, Klingenstein Fields Advisors held a webinar on the important topic of how to use wealth to achieve greater overall well-being. The webinar featured special guest speaker, Joel Treisman, an expert in applied >
October is National Cybersecurity Awareness Month, a coordinated effort to encourage individuals and businesses to protect themselves and their customers online. Transacting online has become a way of life, and cyber thieves are >
Read our September Investment Outlook for our thoughts on the current environment, economic and market factors at play, including the impact of the Fed’s stance on inflation, and our outlook for the markets. >
Read our August Investment Outlook for our thoughts on the current environment, how this potential recession might be different than others, whether it really matters, and the impact on our investment approach. >