Recent Event Videos and Podcasts

Andrew Altfest Ranks High on Forbes List of America’s Top Next-Generation Wealth Advisors

Saturday, August 5th, 2017

Andrew Altfest Managing Director of Altfest Personal Wealth Management on Forbes' Inaugural List of "America's Top Next-Generation Wealth Advisors"

We are proud to announce that Andrew Altfest, CFP® has been named as one of "America's Top Next-Generation Wealth Advisors” in Forbes' inaugural listing for 2017. Andrew ranks # 61 out of 500 next-generation advisors who were selected from 19,616 nominations. Considered by Forbes to be among the nation’s best advisors, Andrew was selected based on several considerations including client service model, investing process, business type, as well as his experience level and integrity. The link below gives full details of the selection criteria. https://www.forbes.com/sites/rjshook/2017/07/25/methodology-forbes-top-500-top-next-generation-wealth-advisors/#a9c01ac36716. We believe Andrew’s high ranking reflects his continued commitment to the expertise, care, and extra effort we offer to our clients. Warm regards, The Altfest Team Altfest Personal Wealth Management 445 Park Avenue, 6th Floor New York, NY 10022 (212) 406-0850 (Phone) (212) 406-0867 (Fax) www.altfest.com

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 Personal Wealth Management Ranked as One of the Top 300 Registered Investment Advisers (RIA) in the Nation by Financial Times

Wednesday, July 5th, 2017
We are proud to again be included in this influential business and finance publication’s list of the Top Financial Advisers. Considered by Financial Times to be among the nation’s best, Altfest Personal Wealth Management was selected based on several considerations including Assets Under Management (AUM), our more than three decades long track record of attracting and retaining clients, and providing quality service to clients through our solid staff of “outstanding financial professionals,” most of whom hold well-respected industry certifications While industry accolades are very exciting, what is most rewarding to us is that for the past 34 years, our firm has been committed to putting you, our clients, first while maintaining our place at the forefront of investment management and financial planning. Please feel free to share this announcement. As always, reach out to us with your questions. Sincere regards, Karen C. Altfest, Ph.D., CFP® Executive Vice-President Altfest Personal Wealth Management 445 Park Avenue, 6th Floor New York, NY 10022 (212) 406-0850 (Phone) (212) 406-0867 (Fax) www.altfest.com     * FT 300 Disclosure: The 2017 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

Altfest Personal Wealth Management Annual Event 2017

Sunday, June 18th, 2017
Karen Altfest's Welcoming Remarks
Lewis Altfest's Opening Remarks
Keynote Speaker Dan Fuss, Vice Chairman, Loomis Sayles & Company
Altfest Director's Roundtable: "The Next Wave of Financial Planning at Altfest" panel discussion with Altfest Professionals Andrew Altfest, Managing Director, Executive Vice President; Paul Palazzo, CFP®, COA, Managing Director; Ekta Patel, CFP®, Director; and Mike Prendergast, CFP®, Director.

Watching Your Wealth: Wall Street Journal with Altfest Personal Wealth Management’s Paul Palazzo

Wednesday, May 3rd, 2017
Altfest Personal Wealth Management's Paul Palazzo joins Veronica Dagher of the Wall Street Journal for a podcast to help answer listeners' personal finance questions.

Womens Financial Salon with Beth Kobliner: Hosted by Altfest Personal Wealth Management

Wednesday, April 19th, 2017

Educating Children and Grandchildren: Good Financial Habits for the Whole Family

In April, 2017, Karen C. Altfest, Ph.D., CFP®, welcomed New York Times bestselling author Beth Kobliner to discuss financial education tips for children and grandchildren. Beth is the author of "Get a Financial Life" and "Make Your Kid a Money Genius (Even If You're Not)". She has been a columnist for Money, Glamour, and Redbook magazines, and a contributor to The New York Times and Wall Street Journal. In 2010 Beth was selected by President Obama to serve on the President's Advisory Council on Financial Capability.  

Karen Altfest Recognized as Top Women Advisor by Forbes

Monday, March 27th, 2017
On Forbes' inaugural list of "America's Top Women Advisors", Karen C. Altfest, Ph.D., CFP®, ranked #17 out of 200 female advisors. On Forbes' inaugural list of "America's Top Women Advisors", Karen C. Altfest, Ph.D., CFP®, ranked #17 out of 200 female advisors.  As one of the few independent firms represented, we're proud to have Karen listed. Karen has made it her mission to make her clients, specifically  women, feel comfortable with their finances through education. Forbes notes Karen’s hand-on approach to financial planning in this feature article: Why Financial Advisor Karen Altfest Loves Volatility And Brexit The ranking methodology for this list includes a focus on experience and best practices and we believe our emphasis on being a client-focused, fee-only firm makes a difference. Altfest Personal Wealth Management 445 Park Avenue, 6th Floor New York, NY 10022 (212) 406-0850 (Phone) (212) 406-0867 (Fax) www.altfest.com         *The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at https://www.forbes.com/sites/rjshook/2017/02/28/the-forbes-ranking-of-americas-top-women-wealth-advisors-methodology/#10e07712285d.

Lewis Altfest High on Barron’s Top 1,200 Rankings

Sunday, March 26th, 2017
Lew_IMG_7072_RGB - no 425We're proud to announce that Lew Altfest Ph.D., CFP®, CFA, CPA, PFS again has ranked high on Barron's Top 1,200 Financial Advisors in the country. This is Lew's fourth time on Barron's largest and most comprehensive list of advisors based on assets under management, revenue, and the quality of the advisor's practices. We believe the quality of our service is what sets us apart -- something we're pleased a distinguished publication like Barron's has recognized. To be named is an honor in an industry that continues to grow and change virtually every day. Altfest Personal Wealth Management 445 Park Avenue, 6th Floor New York, NY 10022 (212) 406-0850 (Phone) (212) 406-0867 (Fax) www.altfest.com       *Barron’s state-by-state listing of “America’s Top 1,200 Financial Advisors” lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, we examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at http://www.barrons.com/articles/barrons-top-1-200-financial-advisors-1488608821.

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]

Should we Expect a Trade War Under Trump?

Saturday, December 24th, 2016
Lewis Altfest recently participated in a panel discussion with TheStreet.com. Here is a short clip from the discussion