In the News Archives

How Trump’s Tweets Impact Markets

Recognize that that throughout history investors have been searching for the single predictor of market [...]

Michael Hans Joins Discussions on Bloomberg Markets: The Open

In a recent "Bloomberg The Open" segment, Michael Hans discussed year-end tax loss selling following [...]

You Owe Your Children Financial Hygiene

"As a financial advisor, at the start of a new client relationship, I assess the [...]

With Tax Reform, Wealthy Clients Should Update Estate Plans

Financial services magazine, Financial Advisor, highlights the importance of reviewing existing estate plans in light [...]

Michael Hans Joins Bloomberg Markets: The Open to Discuss Current Trade Developments

Clarfeld's CIO, Michael Hans, joins discussions on The Open to share his perspective on the [...]

Clarfeld | Citizens Private Wealth Expands Offering With Addition Of Richter Bober

TARRYTOWN, N.Y., Nov. 4, 2019 /PRNewswire/ --Clarfeld has announced that it is further deepening its [...]

What Is A Family Office And Do I Need One?

A family office denotes an in-depth, holistic approach that provides clients with services that addresses [...]

Traders Bolster Bets on Lower Fed Rates

Wall Street Journal- Anticipation of sharper growth slowdown pushes investors to bet policy makers will [...]

Tax Considerations For Clients Who Own Vacation Homes Abroad

Donna Cuiffo, CPA, Managing Director, Senior Tax Partner and CFO is featured in Financial Advisor [...]

Barron's And Forbes Rank Clarfeld Financial Advisors Among America's Top Advisors In 2019

Barron's names Clarfeld Financial Advisors the 36th top RIA firm in the country. Forbes ranks [...]