What’s New At KF Advisors

As we continue to focus on the health and safety of our clients, colleagues, and partners, we see hopeful signs ahead of a return to a more normal life. In the meantime, we are pleased to share our latest edition of What’s New. Find out what’s been going on at Klingenstein Fields Advisors (KF Advisors). Download by clicking on the thumbnail on the right to read about: 

  • Our perspectives on the latest COVID-19, market, and economic news
  • Our newest KF Advisors’ professionals
  • Congratulations to Shomari Gilyard, CFP®, on his promotion
  • Useful tax time tips
  • How KF Advisors team members and their families stay active and fit, while staying safe

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personal investment advice. KF Advisors is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request or by clicking here. Please read the expanded disclosures in the linked report.