Recent Event Videos and Podcasts

2016 Altfest Personal Wealth Management Annual Event

Tuesday, July 5th, 2016
Karen Altfest's Welcoming Remarks Altfest Advisor Panel Discussion Lew Altfest's Remarks Keynote Presentation Q&A

Women’s Financial Salon with Jane Bryant Quinn

Wednesday, March 30th, 2016
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.    

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.