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, July 23, 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:
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.
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 email@example.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|
Paul Palazzo, CFP®, COA, Managing Director, speaks with Veronica Dagher of The Wall Street Journal on five potential risks to your retirement security.
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.