Using a Donor Advised Fund
When working with high net worth families, tax efficient (and time efficient) charitable giving presents an often-overlooked planning opportunity. Quite […]
The College Prep Advice Every Parent Needs
As you get ready to send your child to college, you’ve undoubtedly been busy with trips to Target and Bed, Bath & Beyond—getting everything they need for school and preparing them for life on their own.
Market Timing Can Significantly Reduce Long Term Returns
The temptation for some investors in volatile times is to want to sell equities and “wait it out”. This stems
Forbes Best-In-State Wealth Advisors 2024
Gerry Klingman ranked #2 on the Forbes 2024 List of Top Advisors to High Net Worth Clients in New York
First Quarter Outlook 2024
Financial markets’ strong rebound in 2023 took investors by surprise. It’s hard to believe it was just 12 months ago
Third Quarter Outlook 2023
The first half of 2023 was certainly a positive one for the economy and financial markets. The US economy added
