Staying calm when the markets are turbulent Watching markets drop precipitously is never easy. The past few days have been difficult for equities, with yesterday’s 4.1% drop the largest since 2011, erasing the year-to-date gains. The basic macroeconomic environment remains positive: corporate profits are increasing; interest rates and inflation remain historically low; the latest employment […]
February 6, 2018
In a year when the news is filled with tax changes that won’t hit until next year, it’s time to focus on the present. Tax filing season is here again. You have probably already received a detailed planner from your tax accountant, asking for documents, ranging from records of your charitable donations, to W-2s and […]
February 2, 2018
It’s difficult to get through a day without hearing a mention of Bitcoin or, increasingly, other cryptocurrencies. From Bitcoin’s understated introduction in 2009, by the mysterious Satoshi Nakamoto, to today, the cryptocurrency market has grown exponentially. What is a cryptocurrency? Oxford Dictionary defines cryptocurrency as: “A digital currency in which encryption techniques are used to […]
January 12, 2018
See What’s New at KF Advisors! Learn about our Cyber Security event, our work with God’s Love We Deliver, and more. Read and download from cover image above.
December 17, 2017
For most investors, growing and protecting their wealth is top of mind. At Klingenstein Fields Advisors (KF Advisors), we recognize that you may also have an interest in aligning your investments with your personal values. Download our white paper to learn more about investing with your values.
December 3, 2017
“Organizing is what you do before you do something, so that when you do it, it is not all mixed up.” A. A. Milne Seven Tips to Starting Next Year Not “All Mixed Up” There’s a chill in the air, the leaves have all turned and Halloween is just a memory. The end of […]
November 9, 2017
Tax Plans, Fed Chairman and Hurricanes, oh my As the U.S. continues to recover from a particularly severe hurricane season and new federal tax plans are proposed, November 2 also saw the appointment by President Trump of a new Federal Reserve Chairman. Current Fed Chairman Janet Yellen’s term ends February 3, 2018, and President […]
November 3, 2017
“An umbrella can’t stop the rain, but it will allow you to stand confidently in the rain.” Anonymous Klingenstein Fields Advisors (KF Advisors) welcomed clients, business partners and colleagues to an event last week, on the increasingly important topic of cybersecurity and fraud protection. Michelle Thetford, Vice President, Client Strategic Solutions, from Charles Schwab […]
October 18, 2017
“Life is like riding a bicycle. To keep your balance, you must keep moving.” Albert Einstein Keeping Your Portfolio in Balance Recently, you may have noticed some adjustments in your portfolio. This activity is an example of how we use the science and technology of investing along with our core investment beliefs to keep your […]
October 12, 2017