Recent Event Videos and Podcasts
Lewis Altfest recently participated in a panel discussion with TheStreet.com. Here is a short clip from the discussion
Lew Altfest, CEO, was joined by a principal from the OB-C Group, a premier bipartisan lobbying firm in Washington, DC, to provide perspective about policy decisions the new administration might undertake on tax, regulation, trade and other areas, and how these changes may affect your finances. Guest Speaker: Daniel Kidera, who served in the Obama Administration as Director of the Secretary’s Briefing Book at the Department of Homeland Security
On November 11, 2016, Altfest Personal Wealth Management hosted a special Lunch with Lew Conference Call to discuss the market outlook after the Presidential election of Donald Trump. Below is a replay of this conference call.CLICK BELOW TO LISTEN [audio mp3="http://www.altfest.com/blog/wp-content/uploads/2016/11/Lunch-with-Lew-Post-Election-2016.mp3"][/audio]
Economic Outlook Hosted: Wednesday, July 20, 2016
Lewis J. Altfest discussed:
- The Economic Outlook
- Emerging Markets - A primer and prediction
- How Important the Next Presidential Election is for the Stock Market What does the Federal Rate Rise Mean for Your Portfolio?
Karen Altfest's Welcoming Remarks Altfest Advisor Panel Discussion Lew Altfest's Remarks Keynote Presentation Q&A
On Wednesday March 9th a group of over eighty women attended Altfest Personal Wealth Management’s Women’s Financial Salon® at Scandinavia House to hear Jane Bryant Quinn speak. Quinn, one of the nation’s leading writers on personal finance, spoke about savings and retirement planning. After the presentation, Quinn held a signing of her latest book, How to Make Your Money Last: The Indispensable Retirement Guide.
On March 16, 2016, Karen Altfest was honored by InvestmentNews as an inaugural member of its "Woman to Watch" list. This award recognizes female financial advisers and industry executives who are distinguished leaders at their firms. These women have advanced the business of providing advice through their leadership, passion, creativity, and willingness to help other women along the way. Below are Karen Altfest's comments at the awards ceremony.
Opportunities in the New Year Hosted: Wednesday, January 27, 2016
Lewis J. Altfest discussed opportunities for 2016.
- Domestic vs. International Stocks
- The Dollar’s Effect on Investments
- What does the Federal Rate Rise Mean for Your Portfolio?
What Can We Do To Reduce Portfolio Risk Hosted: Wednesday, July 15, 2015