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 >

In our November Investment Outlook, we discuss the latest in the markets, the potential impact of the upcoming midterm elections, factors we are watching carefully, and our outlook for the economy and the markets. >

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 >

In our October Investment Outlook, we discuss the latest in the equity, fixed income, and currency markets, factors we are watching carefully, and our outlook for the economy and the markets. >

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. >

Are you a PANK (professional aunt no kids) or PUNK (professional uncle no kids) who relishes the role of doting aunt or uncle? If so, then July 26th, which is Aunt and Uncle Day in the U.S., is all about celebrating >