News & Perspectives
Apple, Philip Morris, Chips Lead Slide on Wall Street
U.S. stocks fell on Thursday, as technology stocks from Apple to chipmakers declined following a weak forecast on smartphone demand, while a sharp drop in…
Advisers Uncover Gold in ‘Non-monied’ Clients
For most financial advisers, the perplexing concept of "non-monied" might be something to instinctively avoid. But at Clarfeld Financial Advisors, a focus on non-monied spouses…
Dow Drops 400 Points, Re-enters Correction Territory as Tech Stocks Slide
Equities rallied sharply on Monday after the Wall Street Journal reported that U.S. and Chinese officials were working to ease trade tensions between the two…
Consider Non-Traditional Bond Funds for Volatile Times
Clarfeld Financial Advisors' Chief Investment Officer offers tips on how to position fixed income portfolios in the absence of a flight to quality in a…
U.S. Stocks Reverse Course, End Lower After Fed Rate Increase
U.S. stocks erased gains and closed lower Wednesday after the Federal Reserve raised interest rates and reiterated plans for two…
Closing Bell Exchange: How strong are the market fundamentals?
Michael Hans, our CIO, dropped by CNBC’s Closing Bell on Monday, March 5 to discuss the day’s market moves, as well as his market outlook.…
Forbes Ranks Clarfeld #1 Wealth Advisor in New York State
Forbes magazine has named Rob Clarfeld,founder and CEO of Clarfeld Financial Advisors, the #1 wealth advisor in New York on its 2018 Best-In-State Wealth…
Before Reaching a Financial Settlement, Consider Investment Sophistication
There are many factors that a divorcing couple and their advisors take into consideration when structuring a financial settlement, including: current and anticipated living expenses,…
Advisers Expect Candor and Clarity from New Fed Chairman
As trials by fire go, there probably couldn't have been a better script for Jerome Powell's first week on the job as the chairman of…
Band of Parents “Play Like a Pro” Charity Event
Clarfeld sponsored the Band of Parents and Garden of…
Mom-and-Pop Investors Undeterred by Wild U.S. Stock Market
Michael Hans, Chief Investment Officer at New York City-based Clarfeld Financial Advisors, said that his firm reached out to clients on Monday during the steep…
U.S. Stocks Slide, Weighed Down by Real Estate, Utilities
The Wall Street Journal - U.S. stock indexes retreated from record highs Monday, weighed down by falling utilities and real-estate shares. Monday’s pullback, which came…
You Have Your Divorce Financial Settlement. Now What?
During and after divorce, an experienced financial planner can help to ensure that your financial settlement will work for you – both now and in…
Rob Clarfeld Offers His Investment Insight as a Member of a Selective Year-End Barron’s Roundtable Featuring Other Top Ranked Advisors
Experienced investors, however, know it's exactly when everything is going right that the most can go wrong. "Buying low" is increasingly tough when it seems…
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 state of the markets on CNBC’s Closing Bell. SOURCE:
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 over 8 million units in the United States alone. Although…
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 Financial Advisors’ CIO, Michael Hans, tells Reuters’ Fred Katayama.…
Anthony Schembri Featured on WealthManagement.com
Clarfeld Financial Advisors’ Director of Investment Services, Anthony Schembri speaks at the Charles Schwab Impact Conference discussing best practices to avoid fraudulent activity. SOURCE:…
How To Pay For Long-Term Care
“First and foremost, there has to be a need for life insurance,” says Nelson Rivera, director of insurance services at Clarfeld Financial Advisors in…
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 where to start. First, tax treatment of investments varies based…
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 provide pre-divorce and post-divorce financial checklists. Just Google these terms and…
3 Simple Tax Tricks Just For Retirees
"Generally, retirement questions focus on 401(k)s and IRAs since that is a big taxable pool of money," said Jose Reynoso, managing director at Clarfeld…
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 elite "America's Top Wealth Advisors" list. For 2017, Clarfeld was…
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 Summit in New York City. The panel was an interactive…
Robert Clarfeld Ranked #1 in NY and #2 in US by BARRON’S
We are humbled and honored to be ranked, for the ninth consecutive year, as one of the top independent financial advisors in the nation. Recognition…
Ignore the Siren Song of Passive Management
Investment managers these days come in all shapes and forms: active mutual fund managers, steeply priced hedge fund managers, robo investment advisors, passive exchange-traded funds,…
Amid Tax Cut Debate FAs Eye Red Flags
“As President Donald Trump moves into campaigning for tax cuts, advisors closely monitoring political developments on Capitol Hill are finding a few key areas where…
How to Prepare Clients’ Children for Inheritance
WSJ Adviser Voices is an occasional feature of edited excerpts in which wealth managers address issues of interest to the advisory community. This article was…
Michael Hans on Asset TV Discussing International Markets
Clarfeld CIO Michael Hans recently appeared on a Masterclass roundtable panel for Asset TV discussing investing in international markets. Here Michael discusses how best…
The Endowment Effect: Why Executives Love Their Company’s Stock
The Journal of Financial Planning: The Endowment Effect: Why Executives Love Their Company’s Stock In the August issue of this monthly publication, Rob Clarfeld discusses…
7 Ways Advisers Fixed Clients’ Biggest Financial Dilemmas
Jose Reynoso used a New York state decanting statute to transfer the trust assets into a special needs trust that only allows distributions to…
Michael Hans Named to America’s Top Millennial Advisors List
Congratulations to Clarfeld Financial Advisors’ Managing Director and Chief Investment Officer Michael Hans, who has been named to the first-ever Forbes America’s Top Millennial Advisors…
Lump Sum Divorce Settlements: A Trap for the Unwary
Couples in the throes of divorce settlement negotiations must address both the concrete and the abstract. The concrete aspects of marital property settlements are somewhat…
The Endowment Effect: Why Executives Love Their Company’s Stock
We often become so obsessed with the portrayal of personal investing as a product or extension of technology that we forget that wealth management is,…
Clarfeld Named to Financial Advisor Magazine’s Annual Top RIA Ranking
We are delighted to share that Clarfeld Financial Advisors has been ranked #34 on Financial Advisor Magazine's Annual Top RIA Ranking in the $1 Billion…
RIAs Must Confront the Emotional Side of Letting Go of Their Business
Donna Cuiffo, managing director at Clarfeld Financial Advisors, a $6 billion multi-family office, said it difficult to quantify the emotional connection an adviser can…
Clarfeld Named to Financial Times’ 2017 List of Top RIAs
TARRYTOWN —June 22, 2017 — Clarfeld Financial Advisors has been named to the 2017 FT 300, an elite roster of the nation’s top Registered Investment…
Michael Hans Participates in DoubleLine Capital Panel
On May 9, 2017, Clarfeld’s Chief Investment Officer, Michael Hans, participated in a panel discussion in New York City in conjunction with DoubleLine Capital.…
Clarfeld Financial Advisors Honored By The Third Street Music School
On May 8, 2017, Clarfeld Financial Advisors was honored by the Third Street Music School’s Annual Gala for their philanthropic contributions and leadership in supporting…
The Survivor
Part of Overall Estate Planning Whatever the benefits, many experts stress that survivorship insurance must be well integrated into a larger, complete estate plan. And…
Our Neighbors – Tarrytown Music Hall Board Chair Rob Clarfeld
Like the corner office he occupies on the third floor of a modern office building on White Plains Road, Rob Clarfeld is big,…
When is the best time to talk to clients about cash flow?
Increasing revenue at an advisory firm while reinforcing the value proposition is hard work. Absent the former, the burden of new client acquisition intensifies. Neglect…
Michael Hans Featured in Reuters
Stocks trapped in a narrow trading range this Tuesday with a slight negative bias. With us in the studio to discuss the market action is…
Rob Clarfeld Presents at Barron’s Top Independent Advisor Summit
On March 24, 2017, Rob Clarfeld presented and moderated a panel discussion on intergenerational wealth transfer at the Barron’s Top Independent Advisors Summit in Orlando,…
Former MLB CIO Warns: Beware Multi-State Taxation
The next step is maintaining careful documentation of a client’s travels. Much of this responsibility falls on the client, which can be an iffy proposition.…
Multi-State Taxpayers Brace for Greater Scrutiny
For business travelers, some states will “tax you if you just stop to fill up with gas inside their boundaries,” warns Donna Cuiffo,…
Asset Allocation in the Face of Uncertainty
If 2016 has taught us anything, it is that investors should expect the unexpected. This past year, high-probability events were anything but probable and all-but-foregone…
How to Get Your Ex-Spouse’s Social Security Benefits
Marriage, it's said, comes and goes, but divorce is forever. Evidence of that can be found in the fact that, even if you've been divorced…