Recent Event Videos and Podcasts

Karen Altfest Is Recognized on InvestmentNews’ inaugural Women to Watch list

Monday, March 21st, 2016
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.  

Lunch with Lew Conference Call – January, 2016

Thursday, February 4th, 2016

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?
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Lunch with Lew – July, 2015

Friday, July 24th, 2015
What Can We Do To Reduce Portfolio Risk Hosted: Wednesday, July 15, 2015

Lew Altfest discusses the economy, international markets, and our plans for client portfolios.

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2015 Annual Event

Tuesday, June 23rd, 2015
Karen Altfest's Welcoming Remarks:   Lew Altfest's Comments on the Economy:   “What’s Timely Now” Panel Discussion with the Directors of Altfest, moderated by Andrew Altfest:   Guest Speaker Michael Winer, Portfolio Manager of the Third Avenue Real Estate Value Fund:

Karen Altfest appears in Wall Street Journal Video Segment

Wednesday, January 28th, 2015

Where’s a Safe Spot to Put Your Money?

Friday, December 5th, 2014
Karen Altfest recently filmed this clip with the Wall Street Journal, speaking about the importance of having a diversified portfolio.

2014 Annual Event

Sunday, July 13th, 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:   Panel Discussion:    

How to Protect Your Portfolio if Stocks Fall

Thursday, May 15th, 2014
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.

Five Risks to Your Retirement Security

Monday, May 5th, 2014
Paul Palazzo, CFP®, COA, Managing Director, speaks with Veronica Dagher of The Wall Street Journal on five potential risks to your retirement security.

Lunch with Lew: 2014 Investment Outlook for Dentists

Tuesday, 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