Klingenstein Fields Advisors

#GivingTuesday is a time when many donate to their favorite causes. Contributing to your causes mindfully can help maximize the value of your giving and enhance your own mental well-being. Let's honor the spirit of generosity and compassion of this holiday season.

Happy Thanksgiving from all of us at Klingenstein Fields Advisors! We’re grateful for your trust and support and look forward to continuing our work together. Reminder: U.S. financial markets will be closed on Thursday, November 28. On Friday, November 29, equity markets close at 1:00 p.m. ET, and bond markets close at 2:00 p.m. ET. #Thanksgiving #Gratitude

In our latest Investment Outlook, we explore the potential impact of the new administration on tariffs, the regulatory environment, and tax reform. We also examine how these changes might affect the markets overall and various industrial sectors. https://hubs.la/Q02YZnS80 #MarketView #InvestmentOutlook

After a long campaign season, election day has finally arrived. Now that the votes have been cast, what happens now and what does this mean for the markets and your portfolio? https://lnkd.in/eqJwtqwa

October is National Cybersecurity Awareness Month. It’s the perfect time to ensure you're protecting yourself, your family, and your business against cyber threats. Learn how to stay vigilant and protect your information: https://hubs.la/Q02VSpvL0 #CybersecurityAwareness #PreventFraud

In this month’s Investment Outlook, we review the outlook for inflation and interest rates and examine the underlying reasons for the disparity in performance between the U.S. and European equity markets. https://hubs.la/Q02V8Q8S0 #InvestmentOutlook #MarketView

Many communities in Florida and other states have been severely affected by Hurricanes Helene and Milton. Our recent webinar, U.S. Insurance Trends and Implications for Florida HNW P&C Insurance, highlights the current landscape of P&C insurance in Florida and the enormity of extreme weather events even prior to Helene and Milton. Click on the links below to check out just how severe these events have been or learn more about the insurance outlook in Florida, how to support relief efforts, and the extension to the deadlines for federal tax filings and payments for Floridian individuals and business. Webinar Excerpt: https://hubs.la/Q02Tv-6V0 Full Webinar: https://hubs.la/Q02TvDrd0 Support Relief Efforts: https://hubs.la/Q02TvL8p0 IRS Information: https://hubs.la/Q02TvzSy0

Learn how the Corporate Transparency Act could impact you. Depending on your situation, you may want to consult with your attorney and/or accountant. https://lnkd.in/e6f2rcN2   #LegalUpdates #FinancialPlanning

We are honored that Barron's Advisor has recognized Klingenstein Fields Advisors (KF Advisors) as one of its Top 100 RIA Firms for 2024! We thank our KF Advisors’ team members for their dedication and hard work that made this accomplishment possible. https://lnkd.in/eA4Da8yT #RIA #TopRIAFirms #BarronsRanking2024

Learn why property and casualty insurance can be difficult to obtain, particularly in high-risk states such as Florida, and what you can do to help protect your home and valued possessions. Please join KF Advisors and insurance expert Scott Medley, Managing Principal of the Private Client Services division of EPIC Insurance Brokers and Consultants for our webinar U.S. Insurance Trends and Implications for Florida HNW Property & Casualty Insurance on Tuesday, September 24, 2024, at 2:00 pm ET/11:00 am PT. Click the link in the comments to register.