For families of significant means, managing exposure to risk, in addition to focusing on growth and income, is one of the keys to preserving wealth across generations. Asset allocation is one of the most important tools in managing risk. For traditional core equity investors, exposure to additional asset classes can increase diversification and dampen volatility. […]
May 1, 2016
Klingenstein Fields Advisors is pleased to deliver our next edition of ViewPoint, a publication offering our insights and perspectives on the markets, investments, planning and other topics of interest. This issue discusses ways to ensure your ongoing fiscal fitness by working with your wealth advisor to keep your plan aligned with your evolving needs. We […]
April 1, 2016
Emotion often plays a role in investing — and some advisors suggest that the best way to take it out of the equation is to “set” the portfolio at the beginning of the year and leave it alone. But uneven growth rates in asset classes and extreme market volatility, such as the disruption caused by […]
March 1, 2016
“That’s too risky!” our clients may exclaim regarding a potential investment strategy. But what does risk really mean to you? The answer depends on your personal circumstances, time horizon and goals. Keep in mind that investment return is one way of measuring investment risk. So while we all have to take risk to achieve returns, […]
February 1, 2016
Klingenstein Fields Advisors is pleased to introduce ViewPoint, a publication offering our insights and perspectives on the markets, investments, planning and other topics of interest. Our first issue focuses on the approaching year end, with helpful hints for tax and philanthropic planning. A well-thought out tax strategy can have a significant impact on your short- […]
December 1, 2015
We are in the midst of one of the largest wealth transfer eras in modern history. Unfortunately, research has shown that inherited wealth usually does not last through the third generation. In Preparing for the Windfall, a new white paper from Klingenstein Fields Advisors, we outline the obstacles to successful wealth transfer, and we provide some […]
November 1, 2015
The use of alternative investments in diversified portfolios has grown exponentially in recent years. Key drivers of this trend have been the search for downside protection, as well as seeking additional sources of returns in an extended low interest rate environment. Improving Risk-Adjusted Returns Historically, adding alternatives to a portfolio has helped improve the risk/return […]
October 15, 2015
Since mid-July, U.S. and global stock markets have retreated and been subject to greater volatility than they have experienced in the recent past. There are a number of international factors contributing to this unsettled environment. Events closer to home have served to further stoke investor fears. The VIX®, a measure of the market’s expectations regarding […]
September 6, 2015
NEW YORK, N.Y., Aug. 26, 2015 (SEND2PRESS NEWSWIRE) — Klingenstein, Fields & Co., L.L.C. today is now operating as “Klingenstein Fields Wealth Advisors” as part of a recent rebranding initiative. The new brand highlights the firm’s integrated approach in providing comprehensive wealth management services to a broad range of high-net-worth clients. The initiative included the […]
August 25, 2015