News & Perspectives

Can You Receive Social Security Benefits Based on Your Ex-Spouse's Work Record?
Advisers Uncover Gold in 'Non-monied' Clients
Before Reaching a Financial Settlement, Consider Investment Sophistication
You Have Your Divorce Financial Settlement. Now What?
Level The Playing Field While Preparing Finances for Divorce
Lump Sum Divorce Settlements: A Trap for the Unwary
How to Get Your Ex-Spouse's Social Security Benefits
Clarfeld Citizens Private Wealth Promotes Michael Hans to Director of Investment Services; Hires Joan Bozek as Director of Trust Services
GRATs: Now Is A Great Time To Reduce Future Estate Taxes
How to Prepare Clients’ Children for Inheritance
7 Ways Advisers Fixed Clients' Biggest Financial Dilemmas
RIAs Must Confront the Emotional Side of Letting Go of Their Business
The Survivor
Rob Clarfeld Ranked in Forbes 2020 “America’s Top Wealth Advisors List
You Owe Your Children Financial Hygiene
From Recession Fears to Millennial Mistakes, We Asked Our Pros to Opine
Women advisers driving revenue growth
Advisors Steer Clients On Safer Course When Family Squabbles Erupt
Flight To Quality Has Not Served As A Buffer This Year
Does "Set It and Forget It" Work for Retirement Savings?
How To Pay For Long-Term Care
When is the best time to talk to clients about cash flow?
Clarfeld Ranked Among Barron’s Top 100 RIA Firms in America
Clarfeld Named to Financial Advisor Magazine’s Annual Top RIA Ranking
CIO, Michael Han’s Featured in MarketWatch
Michael Hans Joins Discussions on Yahoo Finance’s: The First Trade
Michael Hans Discusses this week’s Market Action on CNBC
Clarfeld Citizens Private Wealth Promotes Michael Hans to Director of Investment Services; Hires Joan Bozek as Director of Trust Services
Coronavirus And The Markets: What Do We Really Know?
New ETFs Fight to Escape Shadow of BlackRock, Vanguard
How Trump’s Tweets Impact Markets
Michael Hans Joins Discussions on Bloomberg Markets: The Open
Michael Hans Joins Bloomberg Markets: The Open to Discuss Current Trade Developments
Clarfeld | Citizens Private Wealth Expands Offering With Addition Of Richter Bober
Traders Bolster Bets on Lower Fed Rates
Michael Hans Joins Bloomberg Markets: The Open to Discuss The European Central Bank's Latest Rate Decision
"People Are Just Looking For Stability"
Michael Hans Joins Bloomberg Markets: "The Open" to Discuss Market Moving News
Wall Street Surges After Upbeat Economic Data
Wealth Management Colleague named to Forbes Next-Gen Wealth Advisors List for 2019
Michael Han's Joins Discussions on "Bloomberg Markets: The Open"
Wall Street Muted as Rate Cut Bets Temper Trade Tensions
Headline Risk Takes Center Stage for Markets
Investors Ponder Holding On or Cashing Out of Record Rally
Shortening Duration on Existing Exposures
Energy is a Big Variable for Inflation
Investors Confront Growth Fears Ahead of G-20 Summit
When Rebalancing, Don't Ignore Fixed Income
Markets Accustomed to Low-volatility Environments
It may be time for clients to rethink their children's investments
S&P 500 'Modest' Gains Expected in 2019, Clarfeld's Hans Says
3 Signs You're Too Attached to Employer's Stock
From Recession Fears to Millennial Mistakes, We Asked Our Pros to Opine
The Oil Market Is Getting More Dangerous
Dow drops about 200 points on trade worries, extends losing streak to 8 days
Global Shares Waver as Treasury Yields Hold Near Recent Highs
Closing Bell Exchange: Biggest 30-year bond auction ever
Don't sell in May, says Michael Hans
Flight To Quality Has Not Served As A Buffer This Year
Apple, Philip Morris, Chips Lead Slide on Wall Street
Dow Drops 400 Points, Re-enters Correction Territory as Tech Stocks Slide
Consider Non-Traditional Bond Funds for Volatile Times
U.S. Stocks Reverse Course, End Lower After Fed Rate Increase
Closing Bell Exchange: How strong are the market fundamentals?
Advisers Expect Candor and Clarity from New Fed Chairman
Mom-and-Pop Investors Undeterred by Wild U.S. Stock Market
U.S. Stocks Slide, Weighed Down by Real Estate, Utilities
Closing Bell Exchange: Market Moves Are All About Year-End Positioning
Michael Hans Discusses Global Markets with Fred Katayama at Reuters
Ignore the Siren Song of Passive Management
Michael Hans on Asset TV Discussing International Markets
The Endowment Effect: Why Executives Love Their Company’s Stock
The Endowment Effect: Why Executives Love Their Company’s Stock
Michael Hans Participates in DoubleLine Capital Panel
Clarfeld Financial Advisors Honored By The Third Street Music School
Michael Hans Featured in Reuters
Asset Allocation in the Face of Uncertainty
Clarfeld Ranked Among Barron’s Top 100 RIA Firms in America
Rob Clarfeld Ranked in Forbes 2020 “America’s Top Wealth Advisors List
Clarfeld Named to Financial Advisor Magazine’s Annual Top RIA Ranking
Clarfeld | Citizens Private Wealth Names Rick Suarez CEO
Financial Times Names Clarfeld Financial Advisors to 2019 Top RIA List
Joy Soodik Honored by Yes She Can at Annual Advocates for Adults with Autism Benefit
Diversity Matters
Women advisers driving revenue growth
Advisors Steer Clients On Safer Course When Family Squabbles Erupt
Band of Parents Play Like a Pro Charity Event
Rob Clarfeld Offers His Investment Insight as a Member of a Selective Year-End Barron's Roundtable Featuring Other Top Ranked Advisors
Anthony Schembri Featured on WealthManagement.com
FORBES Ranks Rob Clarfeld New York's Top Independent Advisor on 2017 America's Top Wealth Advisors List
Rob Clarfeld at the Barron’s Tri-State Regional Summit
Robert Clarfeld Ranked #1 in NY and #2 in US by BARRON’S
Michael Hans Named to America’s Top Millennial Advisors List
Clarfeld Named to Financial Advisor Magazine's Annual Top RIA Ranking
Clarfeld Named to Financial Times’ 2017 List of Top RIAs
Our Neighbors – Tarrytown Music Hall Board Chair Rob Clarfeld
Rob Clarfeld Presents at Barron’s Top Independent Advisor Summit
Can Working From Your Vacation Home Lower Your State Taxes?
4 Factors to Consider Before Making Your Second Home Your Domicile
Now’s The Time To Take Advantage of Transferring Or Selling Assets
Clarfeld Citizens Private Wealth Tax Alert
Tax Considerations For Clients Who Own Vacation Homes Abroad
You Can Change Your Domicile To Avoid State Taxes — But Is It Really Worth Doing So?
Preserving Tax Benefits For Charitable Contributions When Utilizing The Standard Deduction
Tax Planning: Charitable Giving Under The New Law
What to do if you haven't filed your taxes in the last few years
Filing Your Taxes Oct. 15? Here's What You Need to Know
It may be time for clients to rethink their children's investments
Buying a second home? Don’t overlook key tax considerations
Helping You Reduce Taxes Now While Preparing For The New Year Ahead
3 Simple Tax Tricks Just For Retirees
Amid Tax Cut Debate FAs Eye Red Flags
Former MLB CIO Warns: Beware Multi-State Taxation
Multi-State Taxpayers Brace for Greater Scrutiny
Can Working From Your Vacation Home Lower Your State Taxes?
4 Factors to Consider Before Making Your Second Home Your Domicile
Clarfeld Ranked Among Barron’s Top 100 RIA Firms in America
Now’s The Time To Take Advantage of Transferring Or Selling Assets
Rob Clarfeld Ranked in Forbes 2020 “America’s Top Wealth Advisors List
Clarfeld Named to Financial Advisor Magazine’s Annual Top RIA Ranking
CIO, Michael Han’s Featured in MarketWatch
Michael Hans Joins Discussions on Yahoo Finance’s: The First Trade
Michael Hans Discusses this week’s Market Action on CNBC
Clarfeld Citizens Private Wealth Promotes Michael Hans to Director of Investment Services; Hires Joan Bozek as Director of Trust Services
GRATs: Now Is A Great Time To Reduce Future Estate Taxes
Coronavirus And The Markets: What Do We Really Know?
Clarfeld | Citizens Private Wealth Names Rick Suarez CEO
Clarfeld Citizens Private Wealth Tax Alert
New ETFs Fight to Escape Shadow of BlackRock, Vanguard
How Trump’s Tweets Impact Markets
Michael Hans Joins Discussions on Bloomberg Markets: The Open
You Owe Your Children Financial Hygiene
Michael Hans Joins Bloomberg Markets: The Open to Discuss Current Trade Developments
Clarfeld | Citizens Private Wealth Expands Offering With Addition Of Richter Bober
Traders Bolster Bets on Lower Fed Rates
Tax Considerations For Clients Who Own Vacation Homes Abroad
Michael Hans Joins Bloomberg Markets: The Open to Discuss The European Central Bank's Latest Rate Decision
You Can Change Your Domicile To Avoid State Taxes — But Is It Really Worth Doing So?
"People Are Just Looking For Stability"
Michael Hans Joins Bloomberg Markets: "The Open" to Discuss Market Moving News
Wall Street Surges After Upbeat Economic Data
Wealth Management Colleague named to Forbes Next-Gen Wealth Advisors List for 2019
Michael Han's Joins Discussions on "Bloomberg Markets: The Open"
Financial Times Names Clarfeld Financial Advisors to 2019 Top RIA List
Wall Street Muted as Rate Cut Bets Temper Trade Tensions
Headline Risk Takes Center Stage for Markets
Investors Ponder Holding On or Cashing Out of Record Rally
Shortening Duration on Existing Exposures
Energy is a Big Variable for Inflation
Preserving Tax Benefits For Charitable Contributions When Utilizing The Standard Deduction
Joy Soodik Honored by Yes She Can at Annual Advocates for Adults with Autism Benefit
Tax Planning: Charitable Giving Under The New Law
What to do if you haven't filed your taxes in the last few years
Investors Confront Growth Fears Ahead of G-20 Summit
When Rebalancing, Don't Ignore Fixed Income
Markets Accustomed to Low-volatility Environments
Filing Your Taxes Oct. 15? Here's What You Need to Know
Diversity Matters
It may be time for clients to rethink their children's investments
S&P 500 'Modest' Gains Expected in 2019, Clarfeld's Hans Says
3 Signs You're Too Attached to Employer's Stock
Can You Receive Social Security Benefits Based on Your Ex-Spouse's Work Record?
From Recession Fears to Millennial Mistakes, We Asked Our Pros to Opine
The Oil Market Is Getting More Dangerous
Dow drops about 200 points on trade worries, extends losing streak to 8 days
Women advisers driving revenue growth
Advisors Steer Clients On Safer Course When Family Squabbles Erupt
Global Shares Waver as Treasury Yields Hold Near Recent Highs
Closing Bell Exchange: Biggest 30-year bond auction ever
Don't sell in May, says Michael Hans
Flight To Quality Has Not Served As A Buffer This Year
Buying a second home? Don’t overlook key tax considerations
Apple, Philip Morris, Chips Lead Slide on Wall Street
Advisers Uncover Gold in 'Non-monied' Clients
Dow Drops 400 Points, Re-enters Correction Territory as Tech Stocks Slide
Consider Non-Traditional Bond Funds for Volatile Times
U.S. Stocks Reverse Course, End Lower After Fed Rate Increase
Closing Bell Exchange: How strong are the market fundamentals?
Before Reaching a Financial Settlement, Consider Investment Sophistication
Advisers Expect Candor and Clarity from New Fed Chairman
Band of Parents Play Like a Pro Charity Event
Mom-and-Pop Investors Undeterred by Wild U.S. Stock Market
U.S. Stocks Slide, Weighed Down by Real Estate, Utilities
You Have Your Divorce Financial Settlement. Now What?
Rob Clarfeld Offers His Investment Insight as a Member of a Selective Year-End Barron's Roundtable Featuring Other Top Ranked Advisors
Closing Bell Exchange: Market Moves Are All About Year-End Positioning
Does "Set It and Forget It" Work for Retirement Savings?
Michael Hans Discusses Global Markets with Fred Katayama at Reuters
Anthony Schembri Featured on WealthManagement.com
How To Pay For Long-Term Care
Helping You Reduce Taxes Now While Preparing For The New Year Ahead
Level The Playing Field While Preparing Finances for Divorce
3 Simple Tax Tricks Just For Retirees
FORBES Ranks Rob Clarfeld New York's Top Independent Advisor on 2017 America's Top Wealth Advisors List
Rob Clarfeld at the Barron’s Tri-State Regional Summit
Robert Clarfeld Ranked #1 in NY and #2 in US by BARRON’S
Ignore the Siren Song of Passive Management
Amid Tax Cut Debate FAs Eye Red Flags
How to Prepare Clients’ Children for Inheritance
Michael Hans on Asset TV Discussing International Markets
The Endowment Effect: Why Executives Love Their Company’s Stock
7 Ways Advisers Fixed Clients' Biggest Financial Dilemmas
Michael Hans Named to America’s Top Millennial Advisors List
Lump Sum Divorce Settlements: A Trap for the Unwary
The Endowment Effect: Why Executives Love Their Company’s Stock
Clarfeld Named to Financial Advisor Magazine's Annual Top RIA Ranking
RIAs Must Confront the Emotional Side of Letting Go of Their Business
Clarfeld Named to Financial Times’ 2017 List of Top RIAs
Michael Hans Participates in DoubleLine Capital Panel
Clarfeld Financial Advisors Honored By The Third Street Music School
The Survivor
When is the best time to talk to clients about cash flow?
Michael Hans Featured in Reuters
Our Neighbors – Tarrytown Music Hall Board Chair Rob Clarfeld
Rob Clarfeld Presents at Barron’s Top Independent Advisor Summit
Former MLB CIO Warns: Beware Multi-State Taxation
Multi-State Taxpayers Brace for Greater Scrutiny
Asset Allocation in the Face of Uncertainty
How to Get Your Ex-Spouse's Social Security Benefits

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Clarfeld is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see Important Disclosure* as to participation data/criteria, to the extent applicable). Unless expressly indicated to the contrary, Clarfeld did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Clarfeld by any of its clients. ANY QUESTIONS: Clarfeld’s Chief Compliance Officer, Joy Soodik, remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.