timely communications &
insights to keep you informed

  • Martin Luther King, Jr.

    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.

  • The Importance of Surprise Custody Exams

    Klingenstein Fields Advisors (KF Advisors) takes pride in being an independently owned Securities and Exchange Commission (SEC) registered investment adviser (RIA) operating under the stringent rules of the Investment Advisers Act of 1940 (“the Advisers Act”) and the guidance of the SEC. We are committed to our fundamental obligation of undivided loyalty and good faith […]

  • Monthly Investment Outlook

    In our December investment outlook, we look back at 2023 and the primary factors that affected returns for the year, including inflation and interest rate movements, as well as the impact of a small number of stocks on overall market performance.

  • Giving Season

    Why it’s Good to Give With the onset of the holidays, there’s a surge in giving and support for causes close to our hearts. From National Philanthropy Day, on November 15th, to Giving Tuesday, on November 28, 2023, and throughout December, which has been designated as National Giving Month, a wave of generosity sweeps through communities. […]

  • Monthly Investment Outlook

    In our November investment outlook, we take a look at inflation, what’s been driving market performance, the geopolitical environment, and other factors affecting the market.

  • Recognizing Cybercrime

    On October 24, 2023, Klingenstein Fields Advisors held a webinar on the important topic of cybercrime. There are steps you can take to significantly reduce your risk. Cybersecurity experts Beau Friedlander and Adam Levin discuss trends in cybercrime and how to protect yourself.    

  • Monthly Investment Outlook

    In our October investment outlook, we examine the inflation situation, including the potential for a recession as well as the factors that we’re watching closely, including oil prices, domestic political uncertainty, and the global economy.

  • Monthly Investment Outlook

    In our September Investment Outlook, we look at the prognosis for mega tech stocks, the economic outlook and potential for an economic slowdown, and the current data and views on prices and inflation.

  • Helping children become financially responsible image

    It’s the time of year when many families help their children pack their belongings and prepare for the next adventure. Whether it’s the first year of college, a first job, new apartment, or another exciting experience, you are probably feeling a sense of pride combined with a bit of nostalgia. However, before you say your […]