Gerard Klingman,CFP®

Founder and President, Klingman & Associates, LLC
Important Social Media Disclosure:

[Gerard Klingman,CFP® @GerardKlingman]

Great education sessions and exchange of ideas at the Barrons Top Teams conference with Tom, Michael and Dan @barronsadvisor #barronsteams

[Gerard Klingman,CFP® @GerardKlingman]

With New Year's approaching, it's important to make sure that you take advantage of key, annual financial and tax planning opportunities. Feel free to reach out if you have any questions.

https://t.co/wDaO060srd

[Gerard Klingman,CFP® @GerardKlingman]

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.

https://t.co/EbXyaZFkfC

[Gerard Klingman,CFP® @GerardKlingman]

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.

[Gerard Klingman,CFP® @GerardKlingman]

While I still don't think I'm old enough to be in a Hall of Fame, I am thrilled to 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.

https://t.co/TM8RdFK7xN

[Gerard Klingman,CFP® @GerardKlingman]

Preparing your child for college is an emotional journey, with many moving parts. 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.

https://t.co/Zivknqw0Pb

[Gerard Klingman,CFP® @GerardKlingman]

Big thanks to @SavannahGuthrie 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.
https://t.co/48Y9dW1QrS https://t.co/jGGb9WJwik

[Gerard Klingman,CFP® @GerardKlingman]

After publishing individual rankings for years, Barron’s published its first Top Private Wealth Advisory Team rankings. I am particularly proud of the recognition for our team members who work diligently every day to advise and service our valued clients.

https://t.co/UytutMxvLI

[Gerard Klingman,CFP® @GerardKlingman]

(2/2) For deeper insights, please read our quarterly capital markets outlook (https://t.co/nfjnji10AE) and join our quarterly call on Tuesday 4/23 at 12 PM EDT (https://t.co/inrGS2pLMj)

[Gerard Klingman,CFP® @GerardKlingman]

(1/2) 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. https://t.co/nfjnji10AE

[Gerard Klingman,CFP® @GerardKlingman]

Thank you to our good friend David Gregory for a fun and insightful evening discussing the landscape in Washington for our client event in NYC.

[Gerard Klingman,CFP® @GerardKlingman]

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 in my letter to clients:
https://t.co/65RjoOeTHa

[Gerard Klingman,CFP® @GerardKlingman]

Thanks Team K&A for helping the Best Buddies New York Walk today raise over $400,000 to support the mission of inclusion😊❤️

[Gerard Klingman,CFP® @GerardKlingman]

I am extremely proud to have again been included on two prominent lists of the top advisors in our industry (https://t.co/3iGcE4M3d3):
- Barron's Top 100 Independent Wealth Advisors
- Forbes Top Wealth Advisors https://t.co/nMQJqgPFDj

[Gerard Klingman,CFP® @GerardKlingman]

None of us will ever forget where we were 17 years ago today. We couldn’t be more proud to participate together in the September 11 National Day of Service, helping prepare more than 850,000 meals aboard the USS Intrepid #NeverForget #911Day

[Gerard Klingman,CFP® @GerardKlingman]

One of the many great aspects of working with our clients, is helping them impact the world through their charitable giving. By helpings clients understand, establish and then leverage Donor Advised Funds, we enable them to have an even bigger impact.
https://t.co/O6rWJCjEoj

[Gerard Klingman,CFP® @GerardKlingman]

It's Tax Day (Again!) Taxpayers had an extra day to file their federal tax returns this year. Here are some quick thoughts on how to save, not spend, any refund you may get: https://t.co/chdGSwd1of

[Gerard Klingman,CFP® @GerardKlingman]

I am proud and humbled to again be included on Barron's ranking of Top Advisors in New York!

https://t.co/hsW6KhE56B

[Gerard Klingman,CFP® @GerardKlingman]

Enjoyed moderating a panel on Opportunities and Challenges in Today’s Municipal Bond Market at the Barron’s Top Advisor conference this morning #barronstias

[Gerard Klingman,CFP® @GerardKlingman]

Thinking strategically about the impact of rising interest rates can create opportunities to boost long-term expected returns for clients' portfolios. Read our thoughts on the current interest rate environment:

https://t.co/GCkiedUMst