Timely communications and insights to keep you informed.
As we continue to focus on the health and safety of our clients, colleagues, and partners, we see hopeful signs ahead of a return to a more normal life. In the meantime, we are pleased to share our latest edition of What’s New. >
February 19, 2021
“We must accept finite disappointment, but never lose infinite hope.”—Martin Luther King, Jr.  On Monday, January 18, 2021, we join together to celebrate the life and legacy of Martin Luther King, Jr. Dr. King was a >
January 15, 2021
NEW YORK, N.Y., Jan. 12, 2021 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Advisors (KF Advisors)*, a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to >
January 12, 2021
November 2020 seems like it was longer ago than just two months. Since then, the roll out of multiple COVID-19 vaccines brings hope that 2021 will see a return to some form of socioeconomic normalcy. And despite chaos and extreme >
January 8, 2021
While it may seem like 2020 will never end, the end of the year is in fact, fast approaching. Now is a good time to review your tax strategies and long-term planning objectives. In addition to normal year-end items, there are a >
December 22, 2020
As the first candle is lit this evening to mark the start of Hanukkah, we wish everyone eight happy nights of celebration filled with delicious potato latkes and always landing on “gimel” when playing dreidel! Whether you >
December 10, 2020
“Do your little bit of good where you are; it’s those little bits of good put together that overwhelm the world.” —Desmond Tutu It is no exaggeration to say that everyone and everything has been impacted in some way by >
December 1, 2020
As we head into the post-election weekend, with the outcome of the presidential vote unresolved, we continue to keep a close eye on events. As we all know, the decision comes down to a few key states. In this unprecedented >
November 6, 2020
“It takes as much energy to wish as it does to plan.” —Eleanor Roosevelt Your wealth plan is the foundation for building an effective investment strategy customized to your specific situation. To develop a plan for you, we >
October 26, 2020