timely communications &
insights to keep you informed

  • Celebrating Stephen Well and St. Mary's Kids image

      Congratulations to our own Stephen Wells for his five decades of service to St. Mary’s Healthcare System for Children and the well-deserved recognition of his commitment and accomplishment by the Assembly and Senate of the State of New York, the New York City Council, and the Board of St. Mary’s Healthcare System for Children, […]

  • Monthly Investment Outlook image

    In our June Investment Outlook, we review the potential and timing of a recession, the sources responsible for most of the market returns, and what this means for future potential returns, and our outlook for economic growth and performance.

  • Salute to Dr. Marmur and Skin Cancer Take a Hike

    May is Melanoma Awareness Month. Our friend and fearless advocate for skin cancer prevention, Dr. Ellen Marmur, continues her call for skin cancer to “Take a Hike!” Every year, Dr. Marmur, along with an amazing group of fellow dermatologists, survivors, and advocates, hikes to raise awareness and funds for skin cancer screenings, prevention tools, and […]

  • Monthly Investment Outlook image

    In our May Investment Outlook, we review March market performance, expectations regarding future Fed Funds rate increases this year, and market factors we are watching closely.

  • Financial Literacy Month image

    April is Financial Literacy Month and Thursday, April 27th is Bring Your Children to Work Day.  Both events serve as reminders of the importance of guiding your children and grandchildren towards financial responsibility. Regardless of age, it’s never too early (or too late) to impart knowledge about financial literacy.  Even older family members can benefit […]

  • Monthly Investment Outlook image

    In our April Investment Outlook, we review March market returns, current economic and market conditions, the significance of money supply increases and decreases, key areas we’re monitoring, and any changes to our investment strategy or approach.

  • Financial Considerations when Wedding Planning

    Spring is here, which means that wedding season is not far behind. While you are planning for the big day, it’s important to address one of the most complex issues of marriage, joint finances. Money is one of the leading causes of stress in a marriage or long-term relationship. According to a recent online survey […]

  • Monthly Investment Outlook image

    In our March Investment Outlook, we look at the impact of recent events in the banking industry, the continued strength of the US labor market and its impact on the economy, the reasons for weakness in emerging markets, what the yield curve may indicate, and the geopolitical environment. These key areas may impact our current […]

  • KF Advisors Logo

    We understand that recent events in the banking industry may be causing you concern, particularly regarding Silicon Valley Bank (SVB), which was closed and taken over by the California regulators as a result of “inadequate liquidity and insolvency.” Sunday evening, bank regulators announced a plan to provide liquidity so that depositors of SVB and Signature […]