In our March Investment Outlook, we look at the impact of recent events in the banking industry, the continued strength of the US labor market and its impact on the economy, the reasons for weakness in emerging markets, what the >
March 15, 2023
In December 2018, Congress passed, and the President signed the original SECURE (Setting Every Community Up For Retirement) Act. Their goal was to help individuals save more and be financially better prepared for retirement. In >
February 24, 2023
Tax considerations (and colder weather) may have you considering a move to a warmer climate. Along with its mild weather, Florida also has the added benefits of having no state income tax and robust asset protection laws. >
January 25, 2023
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 >
January 18, 2023
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. >
December 20, 2022
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 >
December 15, 2022
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 >
November 17, 2022
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. >
November 7, 2022
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 >
October 25, 2022