Recent Event Videos and Podcasts

Post Election Conversation with Altfest Personal Wealth Management

Tuesday, December 20th, 2016
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

Lunch with Lew Conference Call – November 11, 2016

Monday, November 14th, 2016

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.

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Lewis J. Altfest on Barron’s list of “Top 100 Independent Wealth Advisors”

Friday, September 2nd, 2016
WLew_IMG_7072_RGB - no 425e'd like to share some exciting news with you -- Lew Altfest, Ph.D., CFP®, CFA, CPA, PFS has been named as one of the nation's "Top 100 Independent Wealth Advisors" by Barron's for 2016. This is the ninth time Lew has received this prestigious distinction from Barron’s, a weekly Dow Jones publication covering business and finance. We are proud to be included among the nation's top Independent Financial Advisors. The ranking methodology for this list includes a focus on quality of practice and we believe our emphasis on being a client-focused, fee-only firm makes a difference. You can count on our continued commitment to offer our expertise, care and extra effort that sets us apart from our peers and leads to our continual recognition. If you have a family member, friend or colleague whom you think could benefit from working with our client-first wealth management firm, please feel free to forward this email. barronsWarm regards, Karen C. Altfest, Ph.D., CFP® Principal Advisor Altfest Personal Wealth Management 445 Park Avenue, 6th Floor New York, NY 10022 (212) 406-0850 (Phone) (212) 406-0867 (Fax)

Lunch with Lew Conference Call – July, 2016

Thursday, July 28th, 2016

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?
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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?
CLICK BELOW TO LISTEN [audio mp3=""][/audio]

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: