Few investment professionals would argue against the value of a diversified portfolio. True diversification helps to: Limit your portfolio’s downside risk from over exposure to any one asset category, industry sector or holding – if there is a downturn in part of the market or a drop in a particular company’s price, broader diversification can […]
October 6, 2016
In the latest issue of KF Advisors’ ViewPoint, we explore two issues that may arise as we age, potential financial abuse and diminished financial capacity. We provide helpful hints on how to recognize possible financial fraud and the signs of diminished financial capacity, along with strategies to protect yourself and your loved ones if you […]
October 1, 2016
Family wealth often comes from the substantial appreciation, over time, of a single holding. You may have created this wealth or perhaps inherited it. The end result, however, may be that a significant portion of your wealth is tied up in a single asset, exposing you to greater risk and opportunity costs than you may […]
August 1, 2016
Comprehensive financial planning is a cornerstone of Klingenstein Fields Advisors’ (KF Advisors) wealth management approach. What does “comprehensive planning” really mean for our clients and for us? At KF Advisors, we focus on helping you plan for your financial life and goals. These may be short-term in nature, such as cash flow planning or budgeting […]
July 12, 2016
The United Kingdom’s (UK) seismic vote to leave the European Union (EU) is changing the political, economic and investing climate across the UK, Europe and around the globe. We would like to take this opportunity to share our thoughts. We are carefully considering the impact of Brexit, and the potential that this could represent a […]
July 1, 2016
Do you want to find out what has been going on at Klingenstein Fields Advisors? Read our inaugural issue of What’s New. You will learn about: New professionals at KF Advisors Award winning art work in our marketing materials A day of service for KF Advisors individuals A new group of summer interns Our participation in […]
June 12, 2016
Klingenstein Fields Advisors Panel Discussion on how to Achieve Your Family’s Philanthropic Goals Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $3 billion in assets under management, recently held an event at the Harvard Club examining the complex topic of family giving. A panel of professionals offered their knowledge and perspectives […]
June 1, 2016
Klingenstein Fields Advisors’ SVP Jonathan B. Roberts, CFA, CIC, Delivers Opening Remarks at Investment Adviser Association’s 2016 Annual Leadership Conference NEW YORK, N.Y., May 11, 2016 (SEND2PRESS NEWSWIRE) – Jonathan B. Roberts, Chief Compliance Officer and Senior Vice President at Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $3 billion in […]
May 1, 2016