In several of our recent monthly Investment Outlooks, we have made reference to the Magnificent Seven – the mega-cap tech growth stocks driving the U.S. stock market’s positive returns, fueled by the impact of Artificial Intelligence (AI). This trend is significant and likely to continue to affect market performance in the future. From FANG to […]
April 10, 2024
In our latest investment outlook, we look beyond the Magnificent Seven to other areas driving market expansion and examine the influence of macro factors including interest rates, inflation, GDP and consumer confidence on the markets.
March 19, 2024
We are excited to share our latest edition of What’s New. Check out our note on the economic environment, advice on keeping your estate plan current, and highlights of what some of our professionals have been up to recently. Not to be missed is our interview with Mike Champness, Head of Equity Research, Partner.
March 15, 2024
Thursday, March 7, 2024, is National Slam the Scam Day, an initiative created by the Social Security Administration to “raise public awareness to combat Social Security-related scams.” The effort has expanded to include other scams, as frauds and scams continue to rise. According to the Federal Trade Commission, consumers reported more than $10 billion in […]
March 7, 2024
During Black History Month, we celebrate the many achievements and contributions of Black Americans to our country. We hope everyone will take the time to reflect on the notable accomplishments of Black Americans who have helped shape our history. To commemorate this month, we encouraged KF Advisors team members to share a book or movie […]
February 26, 2024
We are pleased to announce the launch of an updated Klingenstein Fields Advisors website. The addition of new photos and features offers an enriched perspective on our organization’s evolution and the story of who we are today. We are excited to share our new website with you and invite you to take a look at your earliest opportunity. […]
February 15, 2024
In this month’s Investment Outlook, we examine the impact of interest rates and how anticipated future rate changes affect markets. We also look at the outlook for the magnificent seven stocks, their significant impact on stock market performance, and other factors that could affect our investment strategy.
February 14, 2024
In our January Investment Outlook, we look ahead to 2024 and the areas that we are focusing on for the year, including the balance between managing inflation and the impact on the economy, the geopolitical situation, and the election year.
January 24, 2024
On Martin Luther King, Jr. Day, we celebrate the life and impact of Dr. Martin Luther King, Jr. His tireless efforts for equality, justice, and peace continue to inspire us.
January 15, 2024