Not all financial advisors are created equal, and for a family with substantial wealth, that difference can matter enormously. Understanding what distinguishes one advisor from another, and how their services align with your family’s needs, is the first step toward finding the right partner. The place to start is by examining the distinction between investment […]
September 15, 2026
Quick answer: Yes — the AI trade is still powering the stock market. But the companies driving it have changed, and that shift tells us something important about the potential durability of the rally. What is a key data point illustrating the dynamics of the 2026 AI rally? In the chart below, a basket of 2026’s […]
August 24, 2026
A solid financial plan brings peace of mind, giving you confidence that you are on track to achieve your financial goals. Over the course of the year, however, changes in your personal situation and shifts in the market can steer your wealth strategy off course. Before the busy fall season begins, a check-in with your advisor […]
August 12, 2026
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 […]
July 29, 2026
Klingenstein Fields Advisors Recognized Among Top RIAs Financial Advisor Magazine (FA Magazine) released its 2026 Survey & Ranking of top Registered Investment Advisors (RIAs) on July 10, 2026, and Klingenstein Fields Advisors (KF Advisors) is proud to announce its recognition as one of the top RIAs for firms managing $1.0 billion or more in assets. […]
July 28, 2026
DIY estate planning tools can create consequences that cost far more than an attorney’s fee — from probate disputes to unintended beneficiaries. Here are six risks to understand before using an online will or trust template. Do Estate Laws Vary by State? In addition to federal tax laws, states impose their own probate and tax […]
June 11, 2026
“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 […]
May 28, 2026
May is Skin Cancer Awareness Month, and we are proud to support our friend, Dr. Ellen Marmur, in her efforts to raise awareness and resources for the detection and prevention of skin cancer. Dr. Marmur founded the American Academy of Dermatology Association’s (AAD) Skin Cancer, Take a Hike!™ initiative, which raises funds to support skin cancer screenings, grants […]
May 21, 2026
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 […]
April 17, 2026