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.
Lunch with Lew Conference Call “The Search for Yield: Strategies in a Rising Interest Rate Environment” – July 24, 2013July 29th, 2013
…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 »
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 »
…New York’s parks and piers offer free films all summer long.
By Nancy Mandell
There 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 »
…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 »
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.
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 firstname.lastname@example.org
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
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.
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
Assistant Managing Editor at Money magazine
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 www.napfa.org.
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
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
Topic: “ 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: