Thursday, August 21st, is National Senior Citizens Day, a day to express our appreciation for the senior citizens in our lives and to celebrate their achievements and accomplishments. It is also an opportunity to reaffirm support for loved ones as they navigate the health, lifestyle, and financial challenges that come with aging. Unfortunately, one of the […]
August 21, 2025
In our July 2025 Investment Outlook, we examine the market rebound in Q2, the evolving impact of trade policy, and what shifting dynamics in AI, interest rates, and tax legislation could mean for investors. Watch the video below for highlights from Gregory W. Golinski, Head of Analytics and Risk Management. To access the full Investment […]
August 7, 2025
Summer travel is now in full swing. According to the American Express 2025 Global Travel Trends Report, 74% of respondents plan to take one or more domestic trips in 2025, and 59% will travel internationally. Whether you’re planning to view the museums of Europe, heading out on an African safari or exploring the Grand Canyon […]
July 24, 2025
Klingenstein Fields Advisors (KF Advisors) is proud to announce its recognition as one of the top Registered Investment Advisors (RIAs) in Financial Advisor Magazine’s 2025 Survey & Ranking, released on July 11, 2025, for firms managing $1.0 billion or more in assets. “We are pleased to receive this honor,” said Kenneth D. Pollinger, Chairman and […]
July 18, 2025
Our longtime friend, Dr. Ellen Marmur, is a leading advocate for skin cancer awareness, prevention, and treatment. She plays an active role in the American Academy of Dermatology Association’s (AAD) Skin Cancer, Take a Hike!™ initiative. Each year, Dr. Marmur joins fellow dermatologists, skin cancer survivors, and other advocates on a hike to heighten awareness and raise […]
July 11, 2025
Sophisticated investors are increasingly incorporating alternative investments into their portfolios to help potentially manage risk and enhance returns. Understanding the role alternative investments can play in a diversified portfolio is an important part of informed wealth planning. What are Alternative Investments? Alternative investments are financial assets that fall outside the traditional asset classes of publicly […]
June 27, 2025
Warren Buffett, CEO of Berkshire Hathaway, made headlines recently with his announcement that he will step down from the role at the end of 2025. Few investors are held in higher regard for their investment prowess than Buffett – also known as the Oracle of Omaha. Since taking control of Berkshire Hathaway (originally a textile […]
June 20, 2025
The end of paper checks is coming soon If you currently receive physical checks from the government for income tax refunds or Social Security payments, take note – this process is changing. On March 25, 2025, President Trump signed an executive order requiring the federal government to discontinue the issuance of paper checks as of […]
May 22, 2025
Klingenstein Fields Advisors is pleased to announce the addition of Christopher E. Havlicek, Client Development, Managing Director, to its South Florida team. He joins John A. Pavela, CFA, Senior Advisor, Partner, and Michael S. Schiff, J.D., AEP, TEP, Client Development, Managing Director, in its offices located at 515 North Flagler Drive in West Palm Beach. […]
April 29, 2025