The conflict involving Iran has expanded from a regional military confrontation into a global energy disruption. Iranian attacks on commercial shipping have shut down traffic through the Strait of Hormuz, a key route that normally carries roughly 20% of global oil supply, pushing oil prices sharply higher from about $60 per barrel in January to […]
March 17, 2026
Shomari Gilyard, Partner and Head of Wealth Planning at Klingenstein Fields Advisors, recently attended the 60th Annual Heckerling Institute on Estate Planning Conference, one of the premier gatherings for estate planning professionals. This year’s discussions focused on recent legislative developments, fiduciary responsibility, and emerging issues such as the role of artificial intelligence (AI) in wealth […]
March 5, 2026
It is with deep sadness that we share the passing of Klingenstein Fields Advisors’ Partner, Colleen Jones. Colleen was our valued colleague, and she was always steadfastly devoted to her clients. Her work was extremely meaningful to her, and it brought her personal and professional joy and satisfaction to work with individuals and families to […]
February 19, 2026
The Investment Adviser Association (IAA) provides expertise and advocacy for fiduciary investment advisors and helps professionals come together to share information and stay informed about the latest industry developments. Klingenstein Fields Advisors regularly participates in events and organizations like the IAA to enhance our knowledge and connect with colleagues, peers, and industry experts. Why Does […]
February 10, 2026
The January 2026 Investment Outlook from Klingenstein Fields Advisors examines the economic and market trends shaping the investment landscape, including inflation, employment, interest rates, equity valuations, and corporate earnings. The report also explores how market leadership broadened in 2025 and the continued role of artificial intelligence (AI) in driving corporate growth and investor expectations. As […]
January 27, 2026
The final quarter of the year marks a season of generosity, the highlight of which is Giving Tuesday on December 2nd, the first Tuesday after Thanksgiving. According to BetterWorld, nearly a third of annual charitable contributions occur in December, with Giving Tuesday generating billions of dollars in donations. For many families, thoughtful, long-term planning can […]
December 2, 2025
In our latest Investment Outlook, we review the strong market performance for the third quarter, as well as the potential for a recession, market valuations, and our perspectives on the economy, interest rates, and the markets.
October 29, 2025
October is Cybersecurity Awareness Month, an ideal time to revisit key guidelines for protecting yourself online. Cybercriminals are becoming increasingly sophisticated and inventive in their efforts to obtain your personal information and money, using tactics such as phishing, smishing, account hacking, and other scams. We encourage you to read our guide preventing fraud: steps to safeguard […]
October 23, 2025
We’re pleased to share the latest edition of What’s New. This issue features updates from our team, reflections from our summer intern, and insights on recent tax code changes that may impact business owners. We hope you enjoy catching up on what’s been happening at Klingenstein Fields Advisors.
October 17, 2025