Finance

Altfest Advisory Newsletter – Spring 2017

Monday, April 24th, 2017
Altfest Advisory Newsletter – Spring 2017 The Effects of the Proposed Trump Tax Plan on Your Finances: Jimmy Bassett, CFA, delves into the tax reform priorities that President Trump has highlights and looks at how these changes could impact your investment strategy. Altfest Personal Wealth Management will keep a close eye on this conversation. Outlook: Implementation Will Determine Economic Impact of New Policies: Altfest Investment Strategist Sush Poddar discusses proposed federal policies on issues such as trade, energy, and defense,  and how the implementation of these proposals is likely to be as critical as the policies themselves in determining the success of investments.

Lunch with Lew Conference Call – January, 2017

Tuesday, January 24th, 2017

On January 18, 2017, Altfest Personal Wealth Management hosted our biannual Lunch with Lew Conference Call to discuss 2016 market performance, the market and economic outlook for 2017, and the impact of President Donald Trump's economic plans.

Below is a replay of this conference call.

[audio mp3="http://www.altfest.com/blog/wp-content/uploads/2017/02/Lunch-with-Lew-January2017.mp3"][/audio]

Altfest Advisory Newsletter Highlights – Fall 2016

Saturday, December 24th, 2016
altfest-advisory-fall-2016_page_1Altfest Advisory Newsletter - Fall 2016 Before We Say Goodbye to 2016, a Few Ideas to Consider: David Kressner, CFA, CFP®, offers some end of year tax planning tips Managing Wealth in a World of Rising Wealth Gap: Lewis Altfest, Ph.D., CFP®, CPA, CFA, along with Mayukh Poddar and Sush Poddar, analyze the cause of the growing wealth gap and steps that policy makers may take.

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.

CLICK BELOW TO LISTEN [audio mp3="http://www.altfest.com/blog/wp-content/uploads/2016/11/Lunch-with-Lew-Post-Election-2016.mp3"][/audio]

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?
CLICK BELOW TO LISTEN [audio mp3="http://www.altfest.com/blog/wp-content/uploads/2016/07/Lunch-with-Lew-July-20-2016.mp3"][/audio]

Altfest Financial Optimization Series: Achieve Your Goals with Simple Tax Strategies

Tuesday, June 28th, 2016

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="http://www.altfest.com/blog/wp-content/uploads/2016/01/Lunch-with-Lew-original-2016_0-1.mp3"][/audio]

Altfest Advisory Newsletter Highlights – Fall 2015

Sunday, September 27th, 2015
Altfest Advisory Fall 2015 Final-page-001Altfest Advisory Fall 2015 Loans: Thinking Beyond the Mortgage: Steven Cadoff looks at how business owners and entrepreneurs can utilize loans to grow their business Insight Into the Altfest Investment Analyst Committee: Readers are given the opportunity to experience and better understand the behind-the-scenes process that goes into reviewing and optimizing our client portfolios. Click Here To Read

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.

[audio mp3="http://www.altfest.com/blog/wp-content/uploads/2015/07/Lunch-with-Lew-July-2015-Editedv2.mp3"][/audio]

Lunch with Lew Conference Call – January, 2015

Friday, January 30th, 2015
Hosted: Wednesday, January, 2015 Lew Altfest discusses the economy, the stock market and our plans for client portfolios. Click to listen - "Lunch with Lew" - January, 2015