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]

Women’s Financial Salon with Jane Bryant Quinn

Wednesday, March 30th, 2016
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.    

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

Central NY Dentists’ Personal Finance Summit

Monday, July 20th, 2015
  Return to www.altfest.com/dentist