Attention shoppers! Macy’s Exposes Customer Information! Data breaches have become a regular occurrence for companies regardless of their size or stature. In fact, some of the largest companies in the world have proven to be most vulnerable. The latest big breach took place at retail giant Macy’s through the macys.com and bloomingdales.com websites. We would […]
July 20, 2018
Here’s what’s been going on at Klingenstein Fields Advisors. We are pleased to share our summer 2018 edition of What’s New and hope you find it helpful to learn about what KF Advisors is up to during the year.
July 10, 2018
Before you head off to the beach or (elsewhere), here are seven tips to help you prepare Ah, summer… when sun, fun, and travel are often on the schedule. Before heading off on your dream vacation, however, there a few steps you can take to make your vacation less stressful. Here are seven useful tips […]
June 22, 2018
Klingenstein Fields Advisors (KF Advisors) Ranked in Financial Times (FT) 2018 Top 300 Registered Investment Advisers KF Advisors is pleased to announce it has been named to the 2018 edition of the FT 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fifth annual FT 300 list, produced independently […]
June 18, 2018
Discussing finances with one’s children is often a delicate topic. Parents typically want their children to be prepared for a lifetime of financial responsibility. However, they may fear that a frank discussion about wealth could foster an unwanted sense of entitlement. In addition, parents often think that until their children become adults, the family’s total […]
June 1, 2018
In many families, one member typically takes on the primary role in managing finances and wealth, including working with a wealth advisor. Often, this is the person who has been responsible for the bulk of wealth generation. Others in the family may be involved to a greater or lesser degree, while tending to assume that […]
May 10, 2018
It’s never too early to prepare for the changing tax laws In this issue of KF Advisors’ ViewPoint, we review some of the major changes resulting from the Tax Cut and Jobs Act of 2017 which was passed in December 2017. We look at tax rates and brackets, as well as capital gains, estate and […]
April 5, 2018
Venture Capital or VC investing is an area of private investing that has received an increasing amount of attention as investors look for nontraditional sources of returns. Investors find VC investing attractive for a number of reasons: Potential strong returns Portfolio diversifier with lower and lagging correlation with the public markets Large, visible opportunity set […]
March 24, 2018
The U.S. population is aging rapidly, and chances are you, or a loved one, is facing issues related to growing older. While advancements in the field of health care are enabling us to live longer than ever before, this brings with it some challenges. These include potentially rapid increases in health care expenses, and difficulties […]
March 21, 2018