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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.

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.

Register: From Your 1st Practice to Your 5th Practice: Building Your Personal and Professional Wealth

Sunday, March 26th, 2017

Life after Loss – Financial and Practical Advice for Widows/Widowers

Tuesday, February 28th, 2017
Join Karen Altfest for the 3-session course: Life after Loss - Financial and Practical Advice for Widows/Widowers Location: 695 Park Avenue, East Building Room 1022 Date: Wednesdays, April 5 - April 19 Time: 5:30pm - 7:30pm Register Now: http://www.hunter.cuny.edu/ce   |   ce@hunter.cuny.edu For more information, call 212.650.3850   Life-After-Loss--Spring-2017

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

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]

Monday, October 24th, 2016

Lewis J. Altfest on Barron’s list of “Top 100 Independent Wealth Advisors”

Friday, September 2nd, 2016
WLew_IMG_7072_RGB - no 425e'd like to share some exciting news with you -- Lew Altfest, Ph.D., CFP®, CFA, CPA, PFS has been named as one of the nation's "Top 100 Independent Wealth Advisors" by Barron's for 2016. This is the ninth time Lew has received this prestigious distinction from Barron’s, a weekly Dow Jones publication covering business and finance. We are proud to be included among the nation's top Independent Financial Advisors. The ranking methodology for this list includes a focus on quality of practice and we believe our emphasis on being a client-focused, fee-only firm makes a difference. You can count on our continued commitment to offer our expertise, care and extra effort that sets us apart from our peers and leads to our continual recognition. If you have a family member, friend or colleague whom you think could benefit from working with our client-first wealth management firm, please feel free to forward this email. barronsWarm regards, Karen C. Altfest, Ph.D., CFP® Principal Advisor 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, 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]