timely communications &
insights to keep you informed

On October 24, 2023, Klingenstein Fields Advisors held a webinar on the important topic of cybercrime. There are steps you can take to significantly reduce your risk. Cybersecurity experts Beau Friedlander and Adam Levin discuss trends in cybercrime and how to protect yourself.    

Special guest speaker Joel Treisman, an expert in wealth psychology, family dynamics, and applied positive psychology, discusses ways your wealth can contribute to your overall well-being and how to talk to your family about wealth and what it means in a constructive manner.

‘Tis the season….for cybertheft. In the midst of celebrations, family get-togethers, and gift-giving, it is even more important to be vigilant against potential cybercrime in both your personal and professional life. In the second of a two-part webinar series on cybercrime and how to protect yourself, Klingenstein Fields Advisors (KF Advisors) welcomes two renowned experts, […]

In today’s digital world, cybersecurity is always top of mind. From database hacks to ransomware to cyber scams, it may seem like there is no way to protect yourself. Fortunately, there are steps you can take to reduce the chances and impact of cybercrime. Jonathan Wojtkun, Senior Technology Consultant at Charles Schwab, discusses today’s digital […]

Missed our webinar on Selecting the Right OCIO Provider? Click to watch the replay on our YouTube Channel.

The U.S. real estate market was not immune from the pandemic-driven economy of 2020. Some urban areas saw a flight of individuals and families, while suburbs in areas like southern Connecticut experienced a banner year for home sales. According to Zillow, the U.S. housing market gained more in value than any year since 2005, realizing […]

If there is anything that we have learned in the past year, it is that the world can change dramatically in what seems like an instant. For many, this reinforced how important it is to plan for the unexpected, such as emergency healthcare situations. When this happens, you may face questions around critical healthcare issues […]

At Klingenstein Fields Advisors, we understand that each client is different, and we take a customized approach to constructing portfolios. For some clients, using carefully selected managers can provide potential benefits for enhancing returns and managing risk.

The events of the past year may have left you feeling overwhelmed. Add to that a feeling that you are not in control of your finances, and stress levels are sure to rise even more. One should not underestimate how steep the toll of “bad” financial health can be on your physical and mental well-being. […]