In the News Archives

GRATs: Now Is A Great Time To Reduce Future Estate Taxes

The strategy when planning with GRATs is to capitalize on their very favorable quality of [...]

Coronavirus And The Markets: What Do We Really Know?

"I’m an unapologetic asset allocator and I have been recommending that clients not change their [...]

Clarfeld | Citizens Private Wealth Names Rick Suarez CEO

Clarfeld | Citizens Private Wealth, a subsidiary of Citizens Bank, has named Rick Suarez to [...]

Clarfeld Citizens Private Wealth Tax Alert

Clarfeld | Citizens Private Wealth is pleased to provide you with this timely news regarding [...]

New ETFs Fight to Escape Shadow of BlackRock, Vanguard

Wall Street Journal- Less than half of ETFs experience asset growth; a ranking tool raises [...]

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 [...]