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ReplayLunch with Lew: 2014 Investment Outlook for Dentists

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Hosted: Wednesday, February 5th, 2014

To kick-off the new year, Lew Altfest, Ph.D, CFP®, CFA, shared his 2014 investment outlook during a conference call open to New York State Dental Association (NYSDA) members. Lew’s insights into the current state of the economy and potential opportunities in today’s markets reflect the firm’s understanding and knowledge of the challenges dentists are facing.

Altfest is the nationally recognized fee-only wealth management firm endorsed by NYSDA Support Services. Dentists are a significant segment of Altfest’s client population, and the firm’s wealth management team is familiar with common concerns such as selling the practice, transitioning into retirement and ensuring that portfolios are best positioned to help dentists achieve their business and personal goals.

Members of NYSDA receive a 10 percent discount off Altfest’s fees for the first year.

Click to listen – “Lunch with Lew for Dentists” – February, 2014

Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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