In the News Archives

2
Feb

CIO Michael Hans Discusses Market Outlook on Bloomberg Markets: The Open

Chief Investment Officer, Michael Hans shares his 2021 market outlook on Bloomberg Markets: The Open. [...]

17
Dec

Michael Hans Joins Discussions on Bloomberg Markets: The Open

Chief Investment Officer, Michael Hans, joins discussions on Bloomberg Markets: The Open, to share his [...]

10
Dec

Cindy Ostrager Featured in Bloomberg Wealth

Cindy Ostrager, our Director of Tax, was featured in Bloomberg Wealth to discuss her views [...]

3
Dec

Chief Investment Officer, Michael Hans, Joins Discussions on Bloomberg Markets: The Close

Our CIO, Michael Hans, joins Bloomberg Markets: The Close, to discuss market outlook and the implications [...]

26
Oct

Joy Soodik discusses Clarfeld’s 10 years of experience employing colleagues on the Autism Spectrum

Our Chief Administrative Officer and Chief Compliance Officer, Joy Soodik, is interviewed by Yes She [...]

26
Oct

5 Ways To Manage Risk For Optimal Returns In 2020

Our Director of Trust Services, Joan Bozek, shares the importance of personal risk management. View [...]

5
Oct

Can Working From Your Vacation Home Lower Your State Taxes?

Our Executive Chairman, Rob Clarfeld, discusses factors many people consider when changing their domicile. He [...]

24
Sep

4 Factors to Consider Before Making Your Second Home Your Domicile

Senior Managing Director, Donna Cuiffo states "While it may have been an easy decision to change [...]

15
Sep

Clarfeld Ranked Among Barron’s Top 100 RIA Firms in America

Barron’s has given us the honorable recognition as one of the “Top 100 RIA Firms” [...]

8
Sep

Now’s The Time To Take Advantage of Transferring Or Selling Assets

Cindy Ostrager, Director of Tax at Clarfeld Citizens Private Wealth, shares insight with Financial Advisor [...]