timely communications &
insights to keep you informed

  • Honoring Black History Month

    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 […]

  • New KF Advisors website

    We are pleased to announce the launch of an updated Klingenstein Fields Advisors website.  The addition of new photos and features offers an enriched perspective on our organization’s evolution and the story of who we are today. We are excited to share our new website with you and invite you to take a look at your earliest opportunity. […]

  • Monthly Investment Outlook image

    In this month’s Investment Outlook, we examine the impact of interest rates and how anticipated future rate changes affect markets. We also look at the outlook for the magnificent seven stocks, their significant impact on stock market performance, and other factors that could affect our investment strategy.

  • Monthly Investment Outlook image

    In our January Investment Outlook, we look ahead to 2024 and the areas that we are focusing on for the year, including the balance between managing inflation and the impact on the economy, the geopolitical situation, and the election year.

  • Martin Luther King, Jr.

    On Martin Luther King, Jr. Day, we celebrate the life and impact of Dr. Martin Luther King, Jr. His tireless efforts for equality, justice, and peace continue to inspire us.

  • The Importance of Surprise Custody Exams

    Klingenstein Fields Advisors (KF Advisors) takes pride in being an independently owned Securities and Exchange Commission (SEC) registered investment adviser (RIA) operating under the stringent rules of the Investment Advisers Act of 1940 (“the Advisers Act”) and the guidance of the SEC. We are committed to our fundamental obligation of undivided loyalty and good faith […]

  • Monthly Investment Outlook image

    In our December investment outlook, we look back at 2023 and the primary factors that affected returns for the year, including inflation and interest rate movements, as well as the impact of a small number of stocks on overall market performance.

  • Giving Season

    Why it’s Good to Give With the onset of the holidays, there’s a surge in giving and support for causes close to our hearts. From National Philanthropy Day, on November 15th, to Giving Tuesday, on November 28, 2023, and throughout December, which has been designated as National Giving Month, a wave of generosity sweeps through communities. […]

  • Monthly Investment Outlook image

    In our November investment outlook, we take a look at inflation, what’s been driving market performance, the geopolitical environment, and other factors affecting the market.