timely communications &
insights to keep you informed

  • Monthly Investment Outlook image

    Read our July Investment Outlook for our thoughts on the economy, inflation, the potential for a recession, the markets, and the impact on our investment approach.

  • Helping your Children Launch image

    It’s the time of year when many new college graduates are beginning the next phase of their lives and starting their first full-time jobs. Although this is an exciting time with newfound independence, it may be the first time they are responsible for their own finances. Klingenstein Fields Advisors (KF Advisors) is a resource your […]

  • Staying Financially Safe when Travelling image

    It’s that time of year again when we all dream of getting away for a break. Now that a negative COVID test is no longer required when flying to the U.S. from abroad (effective June 12, 2022), the sky is the limit! But remember that some countries may still require testing or proof of COVID-19 […]

  • Fed Funds Rate Increase image

    The Consumer Price Index (CPI) data released on June 10th showed U.S. inflation remains stubbornly high. This reading of 8.6% Year over Year (YOY) was only slightly more than expected, and only slightly above the prior month’s YOY figure. Nevertheless, the increase raised concerns about how long inflation will remain elevated, and to what degree the […]

  • Monthly Investment Outlook image

    Our June Investment Outlook discusses the prospects for economic growth and potential for recession in the U.S. and internationally, the inflation outlook, factors causing uncertainty and volatility, and our outlook for the month.

  • Considerations when considering a job change image

    The willingness of workers to leave their jobs, referred to in the media as the Great Resignation, the Big Quit, and the Great Reshuffle, has never been so high. Over the past two or so years, the job resignation rate in the U.S has been on an upward trend, after dropping sharply during the beginning […]

  • Monthly Investment Outlook image

    Our May Investment Outlook discusses current market volatility, the outlook for inflation, Federal Reserve actions, and our outlook for the month.

  • Fed Funds Rate Increase image

    On May 4, 2022, the Federal Open Market Committee (FOMC), as expected, announced a 0.50% increase in the overnight Fed Funds rate in response to increasing pressure to control inflation. While the markets initially reacted positively, this was followed by a sharp downturn, and we anticipate ongoing volatility as the markets and the economy absorb […]