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NEW YORK, N.Y., June 14, 2024 — Klingenstein Fields Advisors (KF Advisors) is pleased to welcome Andrew Vrachimis as a Managing Director.  Andrew will join the Wealth Planning team, helping individuals and multi-generational families grow and protect their wealth and accomplish their estate planning and charitable goals. With a practical approach to personalized wealth planning, […]

T+1 Defined A recent topic in the financial news provided information about the upcoming change in trade settlement timing to T+1. If you have followed trades your advisor has made on your behalf, you will notice there are two parts to the trade process. The day the trade is executed is considered the transaction date. […]

In this month’s Investment Outlook, we discuss the shift in expectations for interest rates, and we take a closer look at the high yield bond market and implications for the broader markets. We explore other factors impacting markets, such as inflation and employment data, and how we are positioning portfolios in this environment.

In our latest investment outlook, we examine how positive economic data has affected interest rates and the markets. We also consider the outlook for inflation and what that means for the economy, the markets, and portfolios.

In several of our recent monthly Investment Outlooks, we have made reference to the Magnificent Seven – the mega-cap tech growth stocks driving the U.S. stock market’s positive returns, fueled by the impact of Artificial Intelligence (AI). This trend is significant and likely to continue to affect market performance in the future. From FANG to […]

In our latest investment outlook, we look beyond the Magnificent Seven to other areas driving market expansion and examine the influence of macro factors including interest rates, inflation, GDP and consumer confidence on the markets.

We are excited to share our latest edition of What’s New. Check out our note on the economic environment, advice on keeping your estate plan current, and highlights of what some of our professionals have been up to recently. Not to be missed is our interview with Mike Champness, Head of Equity Research, Partner.

Thursday, March 7, 2024, is National Slam the Scam Day, an initiative created by the Social Security Administration to “raise public awareness to combat Social Security-related scams.” The effort has expanded to include other scams, as frauds and scams continue to rise. According to the Federal Trade Commission, consumers reported more than $10 billion in […]

During Black History Month, we celebrate the many achievements and contributions of Black Americans to our country. We hope everyone will take the time to reflect on the notable accomplishments of Black Americans who have helped shape our history. To commemorate this month, we encouraged KF Advisors team members to share a book or movie […]