KLR Wealth Management, LLC

01/08/2024

Congratulations, Nathan!

KLR Wealth Management provides comprehensive Financial Planning, Personal CFO, Trustee, Second Opinion Services and Insurance Solutions for individuals.

12/23/2023

We are so very grateful for our remarkable clients and colleagues!

To our friends, family, clients, and team: We wish you the best this holiday season and look forward to another great year!

We hope you find some much deserved time off, to create memories with loved ones and find magic in the simple moments.



https://kahnlitwin.com/about/becomefutureready

11/23/2023

09/27/2023

KLR Wealth Management, LLC, is excited to announce Michael McIntosh has joined the team as Director of Investment Strategy. Michael brings more than 14 years of significant experience and expertise to the Firm.

Learn more about Mike here: https://klr.shp.so/a/z9dB5M

KLR Wealth Management provides comprehensive Financial Planning, Personal CFO, Trustee, Second Opinion Services and Insurance Solutions for individuals.

09/19/2023

Being a Bentley grad - I say come on down to KLR!

08/09/2023

Do you have a plan in place in the event of the death or incapacitation of one of your business partners? A buy-sell agreement will help your business stay afloat. Here’s what you should know.

07/13/2023

Though market news has seemed rather bleak these past few months, there may be positivity on the horizon. What’s in store for the next few months? That will depend heavily on lingering impacts of the banking crisis, recession concerns and rate hikes. We share our thoughts in our Mid-Year Market Update.

06/28/2023

Today is National Insurance Awareness Day!

Now is a great time to review your insurance needs. KLR Insurance Advisors provide personalized solutions for your estate, retirement, long term care and disability needs. Interested to learn more? Click for more details: https://klrwealth.com/services/insurance-solutions

06/01/2023

Please join us in welcoming Steven Dean to the team as Chief Compliance Officer!

Learn more about Steven and his new role at KLR Wealth Management here: https://klr.shp.so/a/X9YfJa

05/09/2023

Can your business stay afloat without its most valuable employees? Without Key Person Insurance, this is a difficult feat. We delve into the benefits of key person life insurance in our latest blog post - make sure to check it out!

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05/06/2023

Want to learn more about home buyer incentives such as tax credits? We cover this topic and more in our blogs.

05/01/2023

1. Most of the US Large Cap equity gains have been driven by just a handful of mega cap tech names.

2. Bonds rally – high yields and safety attract investors during banking chaos.

Read our latest blog for more highlights from our Q1 market update.

04/24/2023

The year began with optimism in January driving much of the quarter’s gains for stocks. The mood turned sour in February, and then the run on SVB (Silicon Valley Bank) kicked off a global banking panic that is still leaving everyone, Main Street and Wall Street, somewhat on edge. Make sure to read our Q1 Market Update for more information on the first quarter.

04/20/2023

A first quarter for the history books – Bonds and Big Tech become a haven for investors, but depositors lose faith in banks. Last year was an historically wild and eventful time for the markets. The first quarter of 2023 is giving it a “run” for its money. Make sure to read our Q1 Market Update for more information on the beginning of this year.

03/15/2023

The events that unfolded late last week stemming from the collapse of multiple regional banks were swift and unsettling. Wondering how/if your portfolio could be impacted? We continue to monitor the risks diligently—here’s what we know so far.

https://klr.shp.so/a/g3fdWy

02/28/2023

Have you recently turned 62? Happy birthday! You can now opt to receive Social Security benefits. There are advantages and disadvantages to receiving them in the first years of eligibility. We dive in here.

Read our latest blog to learn more.

02/23/2023

There are certain things you should know about first-time ownership. The purchase of your first home is an exciting milestone in building your wealth but requires planning. Here are some tips to consider before buying:

02/20/2023

Inflation is down and markets are up causing bullish investors to burst out of the gate in 2023. Will the bears roar back to stun the bull run? We explore the latest trends in this month’s market update:

02/14/2023

A blowout January jobs report with added jobs crushing estimates and steady yet expected wage gains showed just how resilient the service economy and the labor market have been. We tell you what It means for the Fed’s future decisions here

02/09/2023

First-time house hunters should be checking their credit, nailing down a budget and getting approved for a mortgage. Are you financially prepared for the home buyer journey?

02/07/2023

What should you expect from the market this month? We break it all down in our Monthly Market Update.

01/30/2023

Can your finances handle a baby? There are several things you should consider before your bundle of joy arrives. Here are seven financial considerations to address with your partner before approaching parenthood:

01/25/2023

As your life circumstances change, most likely your post mortem wishes do too —Don’t be caught with an outdated estate plan, find out how often you should be updating it.

As your life circumstances change, most likely your post mortem wishes do too —Don’t be caught with an outdated estate plan.

01/19/2023

Although it was the worst year for stocks since 2008, US stocks are still trading above the long run average relative to earnings and significantly higher than pre-pandemic levels. Find out what that means for investors in the latest Monthly Market Update.

01/16/2023

The US dollar rose by the largest amount against global currencies in 7 years, despite a weak December. Find out what this may mean more for commodity prices in our Monthly Market Update:

01/12/2023

Are you expecting? Congratulations! Don’t forget about finances amid the excitement. Learn more about childcare, health insurance considerations and more.

01/06/2023

2022 was a wild ride for the markets, with interest hikes, supply chain movement, inflation, volatility and geopolitical risk. Will this impact momentum in 2023? Should investors maintain a defensive posture? We explore here:

12/23/2022

Happy Holidays from KLR Wealth!

12/23/2022

As we close out a volatile year, investors eagerly search for clues of falling inflation and a more dovish central bank. Find out more in our December Monthly Market Update.