Klingman and Associates, LLC

11/14/2019

We are thrilled that Michelle McKinnon has joined the Klingman & Associates team as a Wealth Advisor. Her commitment to helping clients matches wonderfully with how we continue to build our firm. I hope you have a chance to meet Michelle soon.

At Klingman & Associates, we provide timely information and expert market commentary designed to help you build the confidence of a knowledgeable investor.

11/04/2019

We were so proud to be the title sponsor of the Best Buddies Friendship Walk 2019. It was a beautiful day together with Klingman & Associates team members and clients in support of an incredible organization.

09/24/2019

We are thrilled that our Founder and President, Gerry Klingman, has become one of a handful of advisors included in the Barron’s Hall of Fame. This honor is a tribute to our clients and our entire team at Klingman & Associates.

At Klingman & Associates, we provide timely information and expert market commentary designed to help you build the confidence of a knowledgeable investor.

08/15/2019

Preparing your child for college is an emotional journey, with many moving parts (no pun intended!) But it's not just about trips to Target; Bed Bath & Beyond; and the school book store. Here are some important items to consider that parents often overlook.

At Klingman & Associates, we provide timely information and expert market commentary designed to help you build the confidence of a knowledgeable investor.

05/10/2019

Big thanks to Savannah Guthrie and everyone who made last night's Best Buddies Party for a Purpose event a terrific success! We are so proud to be able to support this incredible organization.

Our own Savannah Guthrie, who’s an ambassador for the amazing Best Buddies nonprofit, spoke Thursday at the organization’s Party for a Purpose event and caught up with her buddy, Tara.

05/01/2019

After having published rankings of individual financial advisors for over 10 years, Barron’s published its first ever Top Private Wealth Advisory Team rankings this past week. We were proud to be part of this group, and I am particularly proud of the recognition for the members of our team who work so hard every day to diligently advise and service our valued clients.

Here are America's best financial advisors.

04/22/2019

Although things got pretty loud the past few quarters, the recent market swings have provided a good reminder of the importance of ignoring the "noise" and focusing on the key principles of investing.

For deeper insights, please read our quarterly capital markets outlook (http://klingmanria.com/pdfs/CMR.pdf) and join our quarterly call on Tuesday 4/23 at 12 PM EDT (https://bit.ly/2Pk9Ufh)

02/20/2019

What a great evening with our good friend, David Gregory. Our clients and friends enjoyed such an insightful and interesting discussion about his experience in Washington and the impact of the current political landscape moving forward.

12/27/2018

When stock prices are volatile it's important to remember that, as long-term investors, clients own a piece of hundreds of underlying companies and the future earnings and dividends that these businesses will generate. Read more about the importance of this mindset here:

At Klingman & Associates, we provide timely information and expert market commentary designed to help you build the confidence of a knowledgeable investor.