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


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 »


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 »


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 »


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 »


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 »

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


Upcoming Altfest Events

February 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

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.

 March 18, 2014 Event: Women’s Financial Salon

Topic: Forming Relationships that Last

Speaker: Becky Aikman, former reporter for Business Week and Newsday

Location: The Cornell Club

 June 3, 2014 Event: Altfest Annual Meeting

Location: Apella


Lunch with Lew: 2014 Investment Outlook, January, 2014

January 24th, 2014

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 January, 2014 edition of Lunch with Lew.

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


Altfest Advisory Newsletter

October 26th, 2013

Altfest Advisory Newsletter Fall 2013

The Altfest Advisory Letter is produced in-house as a client service, to share our thinking on relevant topics
The Altfest Advisory Newsletter – Fall 2013

The Altfest Advisory Newsletter - Winter 2013

The Altfest Advisory Newsletter - Winter 2011

The Altfest Advisory Newsletter - Fall 2010

The Altfest Advisory Newsletter – Fall 2009/Winter 2010


Altfest Personal Wealth Management

September 13th, 2013


2013 Annual Event, 30th Anniversary Celebration

July 12th, 2013

Future of Value Investing Here and Abroad

Our 30th Anniversary Celebration was held at the New York Yacht Club on May 21, 2013.

Our panel of experts made insightful remarks about value investing and the current economy. To hear their remarks, watch the video below.


Lewis J. Altfest, Ph.D., CFP®, CFA, CPA/PFS

Chief Investment Officer and Principal Advisor for Altfest Personal Wealth Management

David Herro, CFA

Portfolio Manager for The Oakmark International Fund


Pat Regnier

Assistant Managing Editor at Money magazine


Lewis J. Altfest Selected as One of NAPFA’s 30 Most Influential

March 24th, 2013

NAPFA 30 Most Influential

We are pleased to announce that NAPFA (The National Association of Personal Financial Advisors) members have voted and selected Lew Altfest as one of NAPFA’s 30 Most Influential. This special recognition is being done as part of NAPFA’s 30th anniversary this year and is recognizing those members and staff who have had profound impact on the organization over those 30 years. NAPFA is the country’s leading professional association of fee-only financial advisors.

There will be a number of press releases sent over the next several weeks to the media announcing the honorees. In addition, NAPFA will be recognizing the 30 Most Influential in the June issue of The NAPFA Advisor Magazine. Lew’s photo and some biographical information will be included in the issue. NAPFA will be recognizing Lew Altfest and those selected as NAPFA’s 30 Most Influential at the 2013 NAPFA Spring Conference during the Awards banquet.

This recognition is particularly special to Lew and Altfest Personal Wealth Management.

Lew has been involved with the National Association of Personal Financial Advisors (NAPFA) from its very first meeting; he served as a founding member and board member of NAPFA beginning in 1983, the same year as founding his firm, Altfest Personal Wealth Management.

He chaired the first NAPFA National Conference at Pace University, NYC, for 40 stalwart attendees, and other conferences, including most recently, the Advanced Planners conference in St. Petersburg, FL (2007).

Lew Altfest continues to be a leader at NAPFA. He has spoken at many NAPFA conferences, including, NAPFA’s 2011 practice management conference held in Brooklyn and NAPFA’s Consumer Webinar Series: Putting the Markets in Perspective on March 4, 2011. He also served on the CFEF Committee for Financial Education. Additionally, Lew donates his firm’s facilities for NAPFA activities in NYC, most recently a meeting on Consumer Education on Credit Cards with Congresswoman, Carolyn Maloney.

He is active in the fee-only planning community with emphasis on seeking to advance financial planning as a profession, providing financial education, charitable funding and mentorship. Lew continues to serve as a role model for younger NAPFA members and gladly offers career advice to those seeking to enter the profession.

To learn more about NAPFA, visit


The Financially Savvy Woman™ Newsletter: Winter 2012 – 2013

December 28th, 2012

Financially Savvy Woman Newsletter

The Financially Savvy Woman- Winter 2012 Issue

Articles include: “Election Overload: What Can Women Do Now?” and “Altfest Advisors Address Your Concerns”


2012 Annual Event

June 5th, 2012

Assessing the Investment Climate
in an Election Year

Remarks and an Expert Panel, moderated by Andrew G. Altfest

Below are three talks from the event:

  • One by Lewis Altfest, Chief Investment Officer and Principal Advisor of Altfest Personal Wealth Management;
  • One by Michael Shaoul, co-portfolio manager of the Marketfield fund; and
  • One by Nick Giordano, a leading Washington tax lobbyist

Altfest Topic: Portfolio Positioning, Investment Process, and Thinking for Yourself

Presented by: Lewis J. Altfest, Ph.D., CFP®, CFA, CPA/PFS

Chief Investment Officer and Principal Advisor of Altfest Personal Wealth Management

giordanoTopic: “ Overview and Analysis of the Coming Fiscal Cliff

Presented by: Nicholas Giordano, Esq.

A leading Washington tax lobbyist and former Chief Tax Counsel of the US Senate Committee on Finance


Topic: “The Global Climate”

Presented by: Michael Shaoul, Ph.D.

Chairman of Marketfield Asset Management, LLC and Co-Portfolio Manager of the Marketfield Fund. Chief Executive Officer of Oscar Gruss & Son Incorporated

Question and Answer, Moderated by Andrew G. Altfest: