In our Q1 2025 Investment Outlook, we review the key developments of the first quarter, including the potential impact of tariffs on the markets, the economy, interest rates, and inflation. Watch the video below for highlights from Gregory W. Golinski, Head of Analytics and Risk Management. To access the full Investment Outlook report, click the […]
April 29, 2025
We are excited to share our latest edition of What’s New, where we update you on what’s been happening at KF Advisors, including our in-person event, Creating High-Impact, Meaningful Giving for Your Family, participation in industry conferences, industry recognition, and new additions too.
April 8, 2025
Slam the Scam Day 2025 Help Protect Yourself Against Fraud Thursday, March 6, 2025, is National Slam the Scam Day, an initiative created by the Social Security Administration as part of National Consumer Protection Week to increase awareness and help protect Americans against government imposter scams. Consumer fraud of all types, but particularly online scams, […]
March 6, 2025
In this month’s Investment Outlook, we explore potential inflationary challenges ahead and what this might mean for the markets. We also consider other factors that could impact the markets and our investment strategy such as the implications of China’s potential development of a new AI technology, DeepSeek, on the AI sector.
February 20, 2025
In our January Investment Outlook, we discuss what’s ahead for 2025, price-to-earnings multiples as a potential indicator of future market performance, and the influence of interest rates on both the equity and fixed income markets. We also review the factors that we are monitoring, how they could affect the markets and our long-term investment strategy, […]
January 24, 2025
Our nation has been absorbed by the horrific wildfires that are raging and have destroyed vast areas of Los Angeles County. We hope that our California clients and their families and friends are safe and have a place of refuge during this difficult time. Our heartfelt appreciation goes out to the firefighters, police personnel, relief […]
January 10, 2025
In our final Investment Outlook for 2024, we take a look back at the elements behind 2024 market performance, including interest rates, the influence of the Magnificent Seven stocks on the overall markets, the economic outlook, the labor market, and inflation. We also discuss those factors we are watching closely in 2025 and how they […]
December 23, 2024
Cyber criminals do not take vacations during the holiday season! Unfortunately, this is their busy season, when most of us typically process numerous online transactions. In fact, Charles Schwab & Co., the custodian for many of our clients’ accounts, has seen a sharp uptick in phishing (fraudulent emails), smishing (fraudulent texts), and vishing (phone scams) attacks […]
December 18, 2024
Be Mindful in Your Giving At Klingenstein Fields Advisors (KF Advisors), we value giving back and supporting meaningful causes. We encourage our clients to approach their charitable efforts thoughtfully and work closely with them to develop strategic philanthropic plans tailored to their goals and values. Areas we typically explore with our clients include: Aligning giving […]
December 4, 2024