April is Financial Literacy Month and Thursday, April 27th is Bring Your Children to Work Day. Both events serve as reminders of the importance of guiding your children and grandchildren towards financial responsibility. Regardless of age, it’s never too early (or too late) to impart knowledge about financial literacy. Even older family members can benefit […]
April 28, 2023
In our April Investment Outlook, we review March market returns, current economic and market conditions, the significance of money supply increases and decreases, key areas we’re monitoring, and any changes to our investment strategy or approach.
April 13, 2023
Spring is here, which means that wedding season is not far behind. While you are planning for the big day, it’s important to address one of the most complex issues of marriage, joint finances. Money is one of the leading causes of stress in a marriage or long-term relationship. According to a recent online survey […]
March 28, 2023
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 yield curve may indicate, and the geopolitical environment. These key areas may impact our current […]
March 15, 2023
We understand that recent events in the banking industry may be causing you concern, particularly regarding Silicon Valley Bank (SVB), which was closed and taken over by the California regulators as a result of “inadequate liquidity and insolvency.” Sunday evening, bank regulators announced a plan to provide liquidity so that depositors of SVB and Signature […]
March 13, 2023
Klingenstein Fields Advisors (KF Advisors) celebrates International Women’s Day and Women’s History Month and recognizes the significant role of women in financial services and elsewhere. Susan H Curry, Chief Operating Officer notes that all of the women of Klingenstein Fields Advisors believe in supporting and encouraging each other’s success. “We #embraceequity and strive to build a […]
March 8, 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 late December 2022, SECURE Act 2.0 was signed into law, expanding on the 2018 SECURE Act and providing additional retirement […]
February 24, 2023
In our February Investment Outlook, we review the current economic, geopolitical and capital market conditions, key areas we’re monitoring, and any changes to our investment strategy or approach.
February 13, 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. However, before you pack your bags, there are several factors to consider if you are contemplating becoming a […]
January 25, 2023