For the first time in more than a decade, on Wednesday, July 31, 2019, the Federal Reserve (Fed), lowered interest rates by .25%. This is also the first time that the central bank has lowered rates since the financial crisis, when the Fed Funds rate went down to essentially 0% in 2008. Simultaneously, the Fed ended its […]
August 2, 2019
Summer is a busy time here at Klingenstein Fields Advisors (KF Advisors), with new faces, community involvement, summer interns and other activities. Download, by clicking on the thumbnail to the right, and read our latest What’s New at KF Advisors to find out what’s been going on at KF Advisors and to find out about: […]
July 26, 2019
Klingenstein Fields Advisors (KF Advisors), a leading independent wealth advisor based in New York, today announced the acquisition, through its affiliate KF Group LP, of the assets of The Solaris Group, LLC (Solaris), a complementary New York-based wealth advisor. Together, the combined firm will have over $4.0 billion in assets under management. Under the terms […]
June 18, 2019
Klingenstein Fields Advisors (KF Advisors) recently recognized Melanoma Awareness Month with an informative and lively presentation by Dr. Ellen Marmur on May 6, 2019 at the Vanderbilt Suites in midtown Manhattan. At this fun and informal get together, over 70 guests enjoyed cocktails and hors d’oeuvres, and had the opportunity to chat with Dr. Marmur […]
May 25, 2019
Jaime Steers Joins Klingenstein Fields Advisors as Director, Wealth Advisor NEW YORK, N.Y., May 20, 2019 (SEND2PRESS NEWSWIRE) – Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Jaime Steers has joined the firm as a Director, Wealth Advisor. In this […]
May 20, 2019
There has been considerable discussion over the past few months regarding the shape of the yield curve, and what it might signify for the economy. The yield curve, which shows yields on U.S. Treasuries at different maturities, is typically upward sloping, because investors in longer-term assets typically demand higher rates, known as a “term premium,” […]
April 1, 2019
As a steward of individual and family wealth, Klingenstein Fields Advisors (KF Advisors) understands that growing and protecting your assets is a top priority. We also realize that non-financial considerations, such as beliefs and values, may be equally important to you. An approach that combines the best thinking of KF Advisors, with responsible investing considerations, can provide […]
March 12, 2019
A new year often prompts people to make resolutions and consider significant life changes. In fact, people often take this time to consider significant professional development decisions, including job and career changes. For senior executives, however, evaluating the pros and cons of a new opportunity, versus a current situation, can be complicated by numerous considerations, […]
February 8, 2019
To start the year off on the right foot, here are six quick tips from Klingenstein Fields Advisors (KF Advisors) to make sure you are ready for the year ahead. Your tax advisor, insurance specialist, attorney, and other experts can also provide input on the most effective ways to implement these steps. 1) Let us know […]
January 18, 2019