Finance

Altfest Advisory Newsletter – Summer 2017

Tuesday, August 15th, 2017
Altfest Advisory Newsletter Altfest Advisory Newsletter - Summer 2017 Homeowners Insurance: Why You’re Likely Paying Too Much for Inadequate Coverage Andrew Altfest, CFP®, recently reviewed some clients' homeowners insurance policies. In each case, the policies contained unnecessary costs and inadequate coverage. In this article, Andrew shares some common insurance problems you can avoid. A sampling of things to review includes deductibles, contents, discounts, coverage amounts, replacement cost, and loss assessment coverage.   The Curious Case of Mysteriously Moving Markets The Chicago Board Options Exchange Volatility Index (VIX) is a popular measure for quantifying risk within the US equity market. It reflects investors’ appetite for risky assets. In this article, Sush Poddar discusses VIX and its role in how we at Altfest select certain investments. 

Lunch with Lew Conference Call – July, 2017

Sunday, July 23rd, 2017
On July 19, 2017, Altfest Personal Wealth Management hosted our biannual Lunch with Lew Conference Call*. During the call, Lew Altfest discussed the economic outlook and current stock market, the average portfolio performance thus far for 2017, planned changes in clients' investment portfolios, and the various styles of investing along with the Altfest investment approach. Below is a replay of this conference call. Lunch with Lew Conference Call   http://www.altfest.com/blog/wp-content/uploads/2017/07/Lunch-with-Lew-July-2017-Final.mp3
*This content reflects the opinions of Altfest Personal Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. *Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. *All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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