Recent Event Videos and Podcasts
We'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.
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]
Lewis Altfest recently participated in a panel discussion with TheStreet.com. Here is a short clip from the discussion
Lew Altfest, CEO, was joined by a principal from the OB-C Group, a premier bipartisan lobbying firm in Washington, DC, to provide perspective about policy decisions the new administration might undertake on tax, regulation, trade and other areas, and how these changes may affect your finances. Guest Speaker: Daniel Kidera, who served in the Obama Administration as Director of the Secretary’s Briefing Book at the Department of Homeland Security
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]
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?
Karen Altfest's Welcoming Remarks Altfest Advisor Panel Discussion Lew Altfest's Remarks Keynote Presentation Q&A
On Wednesday March 9th a group of over eighty women attended Altfest Personal Wealth Management’s Women’s Financial Salon® at Scandinavia House to hear Jane Bryant Quinn speak. Quinn, one of the nation’s leading writers on personal finance, spoke about savings and retirement planning. After the presentation, Quinn held a signing of her latest book, How to Make Your Money Last: The Indispensable Retirement Guide.