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
In our latest Investment Outlook, we explore the potential impact of the new administration on tariffs, the regulatory environment, and tax reform. We also examine how these changes might affect the markets overall and various industrial sectors.
November 20, 2024
It’s been a long and unprecedented election season and, now that election day has arrived, many are wondering – what’s next, and what might this mean for the financial markets and your investments? Regardless of the outcome, history shows that the markets tend to favor certainty over uncertainty. While some short-term market volatility may […]
November 5, 2024
October is National Cybersecurity Awareness Month. This is a good opportunity to ensure that you are taking the necessary steps to protect yourself, your family, and your business against cyber thieves and their increasingly sophisticated attempts to steal your assets and personal information. To support your efforts, Klingenstein Fields Advisors has prepared a guide, preventing […]
October 25, 2024
In this month’s Investment Outlook, we review the outlook for inflation and interest rates and examine the underlying reasons for the disparity in performance between the U.S. and European equity markets.
October 21, 2024
Hurricanes Helene and Milton have dealt a damaging blow to many communities in Florida and other states this year. In our recent webinar on U.S. Insurance Trends and Implications for Florida HNW P&C Insurance, our guest speaker, Scott Medley, Managing Principal of the Private Client Services division at EPIC Insurance Brokers and Consultants, shared some […]
October 15, 2024
On September 24, 2024, Klingenstein Fields Advisors held a webinar reviewing U.S. Insurance Trends and Implications for Florida HNW P&C Insurance. While insurance costs may be rising, there are proactive steps you can take to help find the most effective coverage.
September 25, 2024
As your trusted advisor, we strive to keep you informed on legal, regulatory, and policy changes that could impact your financial life. Here is an important update for 2024. The Corporate Transparency Act (CTA) The CTA is a new federal law, effective January 1, 2024, that will impact the owners, principals, and other control persons involved […]
September 24, 2024
Klingenstein Fields Advisors (KF Advisors) is proud to announce that it has been named to Barron’s Top 100 Registered Investment Advisor (RIA) Firms for 2024. “We are honored to receive this recognition,” said Kenneth D. Pollinger, Chairman and Co-CEO of KF Advisors. “This accomplishment is a team effort that would not be possible without the […]
September 19, 2024