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 »
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 our events, please contact firstname.lastname@example.org
If you are interested in attending one of our events or if you would like to have an Altfest professional present to your organization please speak with Brenna Mcloughlin at 212 406 0850.
Hosted: Wednesday, July 30, 2014
Lew Altfest, Ph.D, CFP®, CFA, the founder, CEO and head of investments for Altfest Personal Wealth Management, recently discussed the economy, the stock market and why investing in alternatives is relevant now and the risk factor associated with alternative investments. Click below to listen
Hosted: Wednesday, July 23, 2014
Lew Altfest discusses the economy, the stock market and why investing in alternatives is relevant now and the risk factor associated with alternative investments.
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.