timely communications &
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In December 2018, Congress passed, and the President signed the original SECURE (Setting Every Community Up For Retirement) Act. Their goal was to help individuals save more and be financially better prepared for retirement. In late December 2022, SECURE Act 2.0 was signed into law, expanding on the 2018 SECURE Act and providing additional retirement […]

In our February Investment Outlook, we review the current economic, geopolitical and capital market conditions, key areas we’re monitoring, and any changes to our investment strategy or approach.

Tax considerations (and colder weather) may have you considering a move to a warmer climate. Along with its mild weather, Florida also has the added benefits of having no state income tax and robust asset protection laws. However, before you pack your bags, there are several factors to consider if you are contemplating becoming a […]

In our January Investment Outlook, we reflect on the challenges the market faced in 2022, and how many of the factors that impacted the market are likely to persist in the near term. However, we are seeing hopeful signs that inflation is abating and that the market may be approaching a bottoming-out point.

Martin Luther King, Jr. Day is a time when we reflect on the legacy of Dr. King. He had a lasting and profound impact on the world, and his message continues to resonate. We asked individuals at Klingenstein Fields Advisors what is most memorable and meaningful to them about Dr. King. We share some of […]

In our December Investment Outlook, we examine the capital markets in 2022, discussing inflation and the Fed’s actions to combat it, the primary driver of 2022 market performance, as well as other factors impacting returns.

What is a Qualified Personal Residence Trust (QPRT) and How Does it Work? A QPRT is typically used to transfer ownership of a primary residence or second home to your family with estate and gift tax savings. If you are considering ways to transfer assets to your heirs in a tax-efficient manner and would like your primary […]

Special guest speaker Joel Treisman, an expert in wealth psychology, family dynamics, and applied positive psychology, discusses ways your wealth can contribute to your overall well-being and how to talk to your family about wealth and what it means in a constructive manner.

In our November Investment Outlook, we discuss the latest in the markets, the potential impact of the upcoming midterm elections, factors we are watching carefully, and our outlook for the economy and the markets.