In the News Archives

Closing Bell Exchange: Market Moves Are All About Year-End Positioning

Ahead of year-end, Michael Hans, Chief Investment Officer at Clarfeld Financial Advisors, discusses the current [...]

Does "Set It and Forget It" Work for Retirement Savings?

Inventor and TV pitchman Ron Popeil became famous for his Ronco rotisserie oven, selling well [...]

Michael Hans Discusses Global Markets with Fred Katayama at Reuters

Don’t blindly sell stocks to rebalance your portfolio in light of the global rally, Clarfeld [...]

Anthony Schembri Featured on

Clarfeld Financial Advisors’ Director of Investment Services, Anthony Schembri speaks at the Charles Schwab Impact [...]

How To Pay For Long-Term Care

"First and foremost, there has to be a need for life insurance," says Nelson Rivera, [...]

Helping You Reduce Taxes Now While Preparing For The New Year Ahead

When it comes to tax planning and your investments, it can be difficult to know [...]

Level The Playing Field While Preparing Finances for Divorce

Consider Hiring a Financial Advisor When Preparing Finances For Divorce: No, I’m not going to [...]

3 Simple Tax Tricks Just For Retirees

"Generally, retirement questions focus on 401(k)s and IRAs since that is a big taxable pool [...]

FORBES Ranks Rob Clarfeld New York's Top Independent Advisor on 2017 America's Top Wealth Advisors List

Forbes magazine has named Rob Clarfeld, founder and CEO of Clarfeld Financial Advisors, to its [...]

Rob Clarfeld at the Barron’s Tri-State Regional Summit

On October 3, 2017, Rob Clarfeld spoke on a panel at the Barron’s Tri-State Regional [...]