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The July 2026 Investment Outlook from Klingenstein Fields Advisors examines the economic and market trends shaping today’s investment landscape. The report explores how artificial intelligence (AI), inflation, interest rates, and corporate earnings are influencing markets while offering our perspective on the opportunities and risks ahead. As market conditions continue to evolve, we discuss the themes […]

“Love doesn’t make the world go round; love is what makes the ride worthwhile.”— Elizabeth Barrett Browning A prenuptial agreement specifies how assets, liabilities, and other financial matters will be handled in the event of divorce or death — and for many couples, especially those entering a second marriage or blending families, it can be […]

The April 2026 Investment Outlook from Klingenstein Fields Advisors examines the economic and market forces shaping the investment landscape, including geopolitical uncertainty, higher oil prices, inflation, Federal Reserve policy, consumer health, and the continued impact of artificial intelligence (AI). The report also explores how elevated market valuations and corporate earnings expectations are influencing the outlook […]

It is with deep sadness that we share the passing of Klingenstein Fields Advisors’ Partner, Colleen Jones. Colleen was our valued colleague, and she was always steadfastly devoted to her clients. Her work was extremely meaningful to her, and it brought her personal and professional joy and satisfaction to work with individuals and families to […]

The January 2026 Investment Outlook from Klingenstein Fields Advisors examines the economic and market trends shaping the investment landscape, including inflation, employment, interest rates, equity valuations, and corporate earnings. The report also explores how market leadership broadened in 2025 and the continued role of artificial intelligence (AI) in driving corporate growth and investor expectations. As […]

In our latest Investment Outlook, we review the strong market performance for the third quarter, as well as the potential for a recession, market valuations, and our perspectives on the economy, interest rates, and the markets.

In our July 2025 Investment Outlook, we examine the market rebound in Q2, the evolving impact of trade policy, and what shifting dynamics in AI, interest rates, and tax legislation could mean for investors. Watch the video below for highlights from Gregory W. Golinski, Head of Analytics and Risk Management. To access the full Investment […]

In our Q1 2025 Investment Outlook, we review the key developments of the first quarter, including the potential impact of tariffs on the markets, the economy, interest rates, and inflation. Watch the video below for highlights from Gregory W. Golinski, Head of Analytics and Risk Management. To access the full Investment Outlook report, click the […]

In this month’s Investment Outlook, we explore potential inflationary challenges ahead and what this might mean for the markets. We also consider other factors that could impact the markets and our investment strategy such as the implications of China’s potential development of a new AI technology, DeepSeek, on the AI sector.