Don’t Get Fooled Again The recent data breach at Equifax, one of the big three credit reporting agencies worldwide, highlights the fact that even companies in the business of holding and monitoring our credit information can find themselves victims of a security hack. In fact, it seems as if almost every day there is a […]
September 20, 2017
T+2 and counting? Ah, remember the “good old days” when trade settlement timing was a leisurely T+5? In other words, from the time a security trade was executed, if you were the buyer, you had a full five business days to pay for your securities. Of course, you also didn’t take ownership of the securities […]
August 24, 2017
A legacy of your own You may not have heirs, but that doesn’t mean you should ignore your estate plan. Your legacy will still live on in the future. If you are setting aside a good portion of your estate for purposes other than family, you have significant freedom to decide how you will be […]
August 11, 2017
Some may remember the iconic commercials of the 1970s and 1980s for E.F. Hutton, a once venerable brokerage firm, that featured the famous line “When E.F. Hutton talks, people listen.” At Klingenstein Fields Advisors (KF Advisors), we’ve turned that saying around to note that “when our clients talk, KF Advisors listens.” We understand that choosing […]
July 27, 2017
Find out what has been going on at Klingenstein Fields Advisors? Read this issue of What’s New. Download by clicking on image.
July 21, 2017
Wealth can provide opportunities for our children, but it also comes with challenges and responsibilities. Lack of preparation and next generation education in managing wealth can have dire consequences, yet it tends to be an area that many avoid for a number of reasons. Raising Financially Responsible Children, a new white paper from Klingenstein Fields […]
July 8, 2017
The last taboo? Money is often a taboo subject, and many people prefer to talk about almost anything other than money with their loved ones. In particular, parents are often reluctant to talk to their children (or childrens’ spouses) about their assets. This may be because they: Believe it’s none of their business Think it’s […]
June 3, 2017
There is no denying that social, economic, fiscal and political change is afoot. With a new President in office and a single party majority Congress in place, areas that appear bound for change include: Federal budget spending, with likely increased emphasis on defense and infrastructure and decreased spending on social services, environmental and other “soft” […]
May 20, 2017
“Thinking like we (always) have is what got us where we are. It is not going to get us where we are going.” — Albert Einstein It is often tempting to do things the same way just because “that’s the way we’ve always done it.” Rarely do we stop to think and ask, “Why […]
May 15, 2017