The Altfest Advisory Newsletter

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.

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