Lunch With Lew Conference Call

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.

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]

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]

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]

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

Lunch with Lew Conference Call – July, 2014

Thursday, July 24th, 2014
Hosted: Wednesday, July 23, 2014 Lew Altfest discusses the economy, the stock market and why investing in alternatives is relevant now and the risk factor associated with alternative investments. Click to listen - "Lunch with Lew" - July, 2014

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

Lunch with Lew: 2014 Investment Outlook, January, 2014

Friday, January 24th, 2014
Altfest Personal Wealth Management holds a conference call with its investment management clients several times throughout the year. These Lunch with Lew calls allow Lewis Altfest the opportunity to address current market events and our thoughts/plans. Click below to listen to the January, 2014 edition of Lunch with Lew. Click to listen - "Lunch with Lew" - January, 2014