Thursday, March 6, 2025, is National Slam the Scam Day, an initiative created by the Social Security Administration (SSA) as part of National Consumer Protection Week to increase awareness and help protect Americans against government imposter scams. Consumer fraud of all types, particularly online scams, are on the rise. Klingenstein Fields Advisors is here to help increase your knowledge and awareness of different types of scams. For tips on recognizing and protecting you and your family from potential fraud, please review these helpful resources from the SSA and Charles Schwab. SSA: https://hubs.la/Q039JH_b0 Schwab: https://hubs.la/Q039JrfT0
关于我们
Klingenstein, Fields & Co., L.P., doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm located in New York City, KF Advisors is a Registered Investment Adviser, founded in 1989 as successor organization to Wertheim Schroder Individual Capital Management. KF Advisors provides portfolio management and investment advisory services to high net worth individuals and families, trusts, estates, IRAs, charitable institutions, foundations, endowments, personal pension and profit-sharing plans, and private investment funds. KF Advisors appreciates the support of many loyal clients, business partners and friends, but we are limited in how we can discuss such matters in a social media forum. SEC rules for investment advisers prohibit our use of endorsements to promote or market our services. Accepting recommendations and endorsements on Linked In is viewed by the SEC as a violation of law, and, accordingly, we do not accept them as a matter of policy. KF Advisors is not responsible for nor does KF Advisors accept or condone any comments by third parties on these pages.
- 网站
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https://www.klingenstein.com
Klingenstein Fields Advisors的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- New York，NY
- 类型
- 私人持股
- 创立
- 1989
地点
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主要
获取路线
125 Park Avenue
Suite 1700
US，NY，New York，10017
Klingenstein Fields Advisors员工
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Jonathan Roberts, CFA
Partner at Klingenstein Fields Advisors
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Shomari Gilyard, CFP?, MBA
Head of Wealth Planning, Partner at Klingenstein Fields Advisors
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Alyssa Gelper
Managing Director, Client Relationship Management
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Timothy Lindsay
Head of Manager Research, Senior Advisor, Partner at Klingenstein Fields Advisors | CFA
动态
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Thursday, March 6, 2025, is National Slam the Scam Day, an initiative created by the Social Security Administration (SSA) as part of National Consumer Protection Week to increase awareness and help protect Americans against government imposter scams. Consumer fraud of all types, particularly online scams, are on the rise. Klingenstein Fields Advisors is here to help increase your knowledge and awareness of different types of scams. For tips on recognizing and protecting you and your family from potential fraud, please review these helpful resources from the SSA and Charles Schwab. SSA:?https://bit.ly/41H8wds Schwab:?https://bit.ly/3Xr9fgj
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In this month’s Investment Outlook, we explore potential inflationary challenges ahead and what this might mean for the markets. We also consider other factors that could impact the markets and our investment strategy such as the implications of China’s potential development of a new AI technology, DeepSeek, on the AI sector. https://hubs.la/Q037C8b30 #MarketView #InvestmentOutlook
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In our January Investment Outlook, we discuss what’s ahead for 2025, price-to-earnings multiples as a potential indicator of future market performance, and the influence of interest rates on both the equity and fixed income markets. We also review the factors that we are monitoring, how they could affect the markets and our long-term investment strategy, as well as our short-term tactical view. https://lnkd.in/eWCmdAGB #InvestmentOutlook #MarketView
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This Martin Luther King, Jr. Day, we reflect on the life of Dr. Martin Luther King, Jr. and his tireless work to achieve equality and justice for all people. His words and deeds continue to inspire our nation and the world. Reminder: Klingenstein Fields Advisors and the markets will be closed on Monday, January 20, 2025, in observance of Martin Luther King, Jr. Day.
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In our final Investment Outlook for 2024, we take a look back at the elements behind 2024 market performance, including interest rates, the influence of the Magnificent Seven stocks on the overall markets, the economic outlook, the labor market, and inflation. https://hubs.la/Q030xK5C0
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#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.
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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
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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