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 website accessibility project, participation in industry conferences, and some new additions too.
August 30, 2024
timely communications &
insights to keep you informed
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In our latest Investment Outlook, we look at the investor concerns regarding the Magnificent Seven companies, macro considerations that are affecting the market, and the implications of shifting expectations regarding the number and the size of expedited Fed rate cuts.
August 14, 2024
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In our latest Investment Outlook, we look at interest rates and employment data and take a deeper dive into what has driven the rise of Artificial Intelligence.
July 22, 2024
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Financial Advisor Magazine (FA Magazine) has released its 2024 Survey & Ranking of top Registered Investment Advisors (RIAs), and Klingenstein Fields Advisors is proud to announce its recognition as one of the top RIAs for firms managing $1.0 billion or more in assets. “We are pleased to receive this honor,” said Kenneth D. Pollinger, Chairman […]
July 18, 2024
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In our latest Investment Outlook, we take a look at interest rate expectations for the remainder of 2024 and examine employment data and labor markets and their impact on both the short- and long-term economic and market outlook.
June 20, 2024
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NEW YORK, N.Y., June 14, 2024 — Klingenstein Fields Advisors (KF Advisors) is pleased to welcome Andrew Vrachimis as a Managing Director. Andrew will join the Wealth Planning team, helping individuals and multi-generational families grow and protect their wealth and accomplish their estate planning and charitable goals. With a practical approach to personalized wealth planning, […]
June 14, 2024
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T+1 Defined A recent topic in the financial news provided information about the upcoming change in trade settlement timing to T+1. If you have followed trades your advisor has made on your behalf, you will notice there are two parts to the trade process. The day the trade is executed is considered the transaction date. […]
May 21, 2024
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In this month’s Investment Outlook, we discuss the shift in expectations for interest rates, and we take a closer look at the high yield bond market and implications for the broader markets. We explore other factors impacting markets, such as inflation and employment data, and how we are positioning portfolios in this environment.
May 16, 2024
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In our latest investment outlook, we examine how positive economic data has affected interest rates and the markets. We also consider the outlook for inflation and what that means for the economy, the markets, and portfolios.
April 18, 2024