Your life rarely stands still. Marriage, children, and other events directly impact your financial life. You may need to update your will, establish new trusts, or dissolve estate vehicles that no longer address your goals or intentions. Experts typically recommend reviewing your estate plan every few years or whenever there is a change in your […]
April 10, 2017
Preserving the value of your estate is a key component of managing your wealth. At Klingenstein Fields Advisors we know there are steps you can take to help reduce the impact of taxes on your estate and provide for the distribution of your assets. These steps include having a carefully designed estate plan, making sure […]
March 24, 2017
It’s that time of year again, when we are all knee deep in papers, trying to get things together for our tax accountant. Financial statements, W-2s, official acknowledgements from charitable organizations, the list goes on. Probably at the top of the list are 1099s, your official record of non-W-2 income received for the year. So, […]
March 16, 2017
It’s been over a month since we’ve rung in the New Year. Whether or not you’ve been successful in sticking with your 2017 resolutions, it’s not too late to take advantage of the tax benefits offered by an Individual Retirement Account (IRA), while also saving for retirement. If you have not yet funded an IRA […]
March 9, 2017
Here’s what’s been going on at Klingenstein Fields Advisors (KF Advisors). You will learn about: A well-deserved promotion at KF Advisors Our newest professional Ongoing commitment to giving back We look forward to continuing to keep you informed about KF Advisors activities.
February 13, 2017
Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with more than $3 billion in assets under management, is pleased to announce that Maria Chambers, Vice President, has been promoted to Chief Compliance Officer at the firm. Ms. Chambers’ responsibilities include administering KF Advisors’ compliance program, overseeing day to day compliance needs, maintaining and […]
January 18, 2017
We have all heard about the next big investment idea. It’s easy to get excited and want to invest. But all too often, investors find that the reality doesn’t live up to the hype or they have bought in just when an investment has peaked. So, what is the secret to achieving investment success? In Shunning […]
January 1, 2017
The market is going up or, perhaps, down. Is your first thought whether to buy or sell one or more of your investments? Or you just heard about an attractive new investment; should you sell one of your existing holdings and buy that instead? Maybe you just received a substantial cash inflow; would you want […]
November 21, 2016
It may seem counter-intuitive, but having one wealth advisor manage all your assets may be the best way to achieve effective portfolio diversification. We believe portfolio diversification is important because it: Helps limit your downside risk from under-performance in an asset category, industry sector or holding Helps smooth wide swings in your portfolio with a range of asset […]
November 3, 2016