The Altfest Advisory Newsletter

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.

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

Altfest Advisory Newsletter Highlights – Spring 2014

Sunday, April 27th, 2014

Advisory Spring 2014 image

5 Things You Should Know About Health Insurance Exchanges: Kelly Metzler delves into the health care exchanges established by the Affordable Care Act. Key questions are explored, including:

"Who should shop the exchange?" "How do I pick a plan?" "Who qualifies for premium subsidies?" "Are there any opportunities for small businesses?"

Time to Consider Alternative Investments: Lewis Altfest discusses how alternative investments can play a role in your portfolio. Alternative investments can potentially further diversify a portfolio through both private and public investment opportunities. Investments could include real estate or energy partnerships,  long/short funds, and market neutral funds, to name a few.

Click Here To Read