Lunch with Lew Conference Call “The Search for Yield: Strategies in a Rising Interest Rate Environment” – July 24, 2013

July 29th, 2013

Altfest Personal Wealth Management holds a conference call with its investment management clients several times throughout the year. These Lunch with Lew calls allow Lewis Altfest the opportunity to address current market events and our thoughts/plans. Click below to listen to the July 24, 2013 edition of Lunch with Lew.

Click to listen – “Lunch with Lew” – July 2013

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A View from the Bridge…

August 13th, 2010

…With apologies to Arthur Miller, Brooklyn Bridge Park is a work in progress.

By Nancy Mandell

Last week, Karen Altfest hosted a docent-led tour of the Neue Museum’s collection of Viennese and German art with 15 of her sister alums from McGill University. After a fascinating tour of works by German artist Otto Dix (on view through Aug. 30), we stopped for lunch in the museum’s Café Zabarsky. Read the rest of this entry »

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Out of Doors and Around the World

August 11th, 2010

Halfway through its 40th FREE season of international and avant garde music and dance Lincoln Center Out of Doors Festival is in full swing. Since it was launched as a small festival of street theater in 1971, Out of Doors has commissioned some 90 works from composers and choreographers and presented hundreds of major dance companies, world-renowned musicians and legendary jazz, folk, gospel, blues and rock performers. Read the rest of this entry »

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Cinema Under the Stars…

July 28th, 2010

New York’s parks and piers offer free films all summer long.

By Nancy Mandell

Nancy MandellThere have been days this summer when the only appealing destination was an air-conditioned movie theater. But even senior ticket holders pay a pretty price for the privilege. So, before the season escapes us, it’s time to consider a different kind of film-going—one that offers a wide variety of films in a variety of scenic venues that share two significant elements in common: The movies are free, and the seats are outdoors, under the stars. From river to river, from uptown to down, New York is truly a summer film festival. Read the rest of this entry »

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All the World’s A Stage…

July 21st, 2010


…Shakespeare wrote it; New York takes it literally.

By Nancy Mandell

For the past week or so, I’ve been thinking about the treasure that Lincoln Center has become for New Yorkers as well as tourists. I had visitors over the July 4 holiday, and we found ourselves meeting there more than once, the last time on what should have been a quiet Tuesday evening in summer. We had ordered discounted tickets online to “South Pacific” at the Beaumont Theater, but they are usually available as “day-of” discounts from the Zucker Box Office temporarily located in Alice Tully Hall. The production was great, but so was the “after party,” an impromptu gathering of people strolling around the illuminated fountain, sitting on the new “lawn,” or enjoying gelati from a cart set up outside Avery Fisher Hall with plenty of umbrella tables and chairs for enjoying it. Read the rest of this entry »

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Good News for Investors!

July 16th, 2010
By Michael Prendergast
Michael Prendergast
Two weeks ago, a Congressional House-Senate conference committee approved a huge financial-reform bill that, when enacted, could become one of the most important pieces of financial regulatory legislation since the Great Depression.  One part of the bill would have the Securities and Exchange Commission (SEC) conduct a six-month study comparing the fiduciary duty by which Registered Investment Advisors (RIAs)—such as Altfest Personal Wealth Management—operate with the suitability standard by which broker-dealers (firms that employ stockbrokers) operate.  After the study is complete, the SEC would be empowered, if it chooses, to “harmonize” the differences between the two standards. Read the rest of this entry »
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Lunch with Lew Conference Call – July, 2014

July 24th, 2014

Hosted: Wednesday, July 23, 2014

Click to listen – “Lunch with Lew” – July, 2014

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2014 Annual Event

July 13th, 2014

Karen Altfest, Ph.D., CFP® – Introductions:

 

Andrew Altfest – The Altfest Investment Process:

 

Paul Palazzo, CFP®, COA – The Altfest approach to Financial Planning:

 

Lewis Altfest, Ph.D., CFP®, CFA, PFS – Discussion Introduction:

 

Katrina Dudley of Franklin Mutual European Series Fund:

 

Buzz Zaino of The Royce Opportunity Fund:

 

Panel Discussion:

 

 

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How to Protect Your Portfolio if Stocks Fall

May 15th, 2014

Lew Altfest recently spoke at a Barron’s conference in Phoenix.  In a separate video, he was interviewed about Altfest Personal Wealth Management’s proprietary approach to investment and financial planning, Total Portfolio Management ( TPM™). As part of this discussion, Lew discussed how the firm creates balanced portfolios for our clients.

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Directions to the 2014 Altfest Annual Event

May 13th, 2014

Click the image below to view a larger version of the directions.

Altfest Annual Event Directions

 

 

 

 

 

 

 

 

 

 

 

 

Click here to return to the Altfest Home Page

 

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Lew and Karen Altfest to be Honored by Temple Shaaray Tefila

May 6th, 2014

Lew and Karen Altfest Honored by Temple Shaaray TefilaOn May 12, Lew and Karen Altfest will be honored for their unyielding efforts in the community – most notably, for their work to combat the epidemic of hunger.

Lew and Karen Altfest Honored by Temple Shaaray Tefila

 

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Upcoming Altfest Events

May 5th, 2014

At Altfest Personal Wealth Management, we frequently host and participate in educational events. Some of the events are open to the public, while others are closed events. If you wish to learn more about any of the events, please contact inquiry@altfest.com

If you are interested in attending one of these events or if you would like to have an Altfest professional present to your organization please speak with David Novak at 212 406 0850.

 June 3, 2014 Event: Altfest Annual MeetingLocation: Apella
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Five Risks to Your Retirement Security

May 5th, 2014

Paul Palazzo, CFP®, COA, Managing Director, speaks with Veronica Dagher of The Wall Street Journal on five potential risks to your retirement security.

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The Financially Savvy Woman™ Newsletter: Spring 2014

April 28th, 2014

Financially Savvy Woman Newsletter

The Financially Savvy Woman – Spring 2014

The Spring 2014 edition of The Financially Savvy Woman™ newsletter features an interview with acclaimed author Becky Aikman.  Becky, who recently spoke at our Women’s Financial Salon™, wrote Saturday Night Widows.  As a widow herself, Becky created her own support group and believes in the power of women bonding with other women.  All women can relate to this remarkable story; it will give you ideas for establishing support with other women in business, social, and personal situations. Becky’s message resonates with women across the board.

 

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Altfest Advisory Newsletter Highlights – Spring 2014

April 27th, 2014

Advisory Spring 2014 image

5 Things You Should Know About Health Insurance Exchanges: Kelly Metzler delves into the health care exchanges established by the Affordable Care Act. Key questions are explored, including:

“Who should shop the exchange?”
“How do I pick a plan?”
“Who qualifies for premium subsidies?”
“Are there any opportunities for small businesses?”

Time to Consider Alternative Investments: Lewis Altfest discusses how alternative investments can play a role in your portfolio. Alternative investments can potentially further diversify a portfolio through both private and public investment opportunities. Investments could include real estate or energy partnerships,  long/short funds, and market neutral funds, to name a few.

Click Here To Read

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Lunch with Lew: 2014 Investment Outlook for Dentists

February 11th, 2014

Hosted: Wednesday, February 5th, 2014

To kick-off the new year, Lew Altfest, Ph.D, CFP®, CFA, shared his 2014 investment outlook during a conference call open to New York State Dental Association (NYSDA) members. Lew’s insights into the current state of the economy and potential opportunities in today’s markets reflect the firm’s understanding and knowledge of the challenges dentists are facing.

Altfest is the nationally recognized fee-only wealth management firm endorsed by NYSDA Support Services. Dentists are a significant segment of Altfest’s client population, and the firm’s wealth management team is familiar with common concerns such as selling the practice, transitioning into retirement and ensuring that portfolios are best positioned to help dentists achieve their business and personal goals.

Members of NYSDA receive a 10 percent discount off Altfest’s fees for the first year.

Click to listen – “Lunch with Lew for Dentists” – February, 2014

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