Media Recognition
Lew Altfest is one of the “financial planning profession’s most respected veterans.”
Money magazine – 2009
"In this world of growing uncertainty, it can be reassuring to turn to a seasoned professional for advice and guidance. One of the country's top financial planners is Lewis Altfest."
Consuelo Mack, WealthTrack, PBS – 2006
If God needed a financial planner, “God would hire Lewis Altfest.”
Warren Boroson, Gannet News Services – 2006
Lew Altfest is the “personal finance guru.”
BusinessWeek – 1992
“Lew Altfest is one of the best at poking holes in all of the foolish, misguided, and overly complex investment ideas people too often think are the solutions to their financial problems.”
Kiplinger’s – 1992
Lew Altfest is one of America’s “Best Financial Planners.”
Money magazine – 1987
Altfest in the Media
Altfest professionals frequently appear in the national and local print, television and Internet media. Below is a representative sample of recent appearances.
2009
September
Smart Money
Karen Altfest was quoted in the article "Leveraging Your Cash"
August
Karen Altfest authored the cover story, "Surviving a Loss: Smart Steps for Coping With Widowhood"
August
Philadelphia Society of Clinical Psychologists Times
Karen Altfest authored a piece, reviewing a recent workshop conferece. The article is titled "Workshop Review: Money and Families: New Frameworks for Intervention and Collaboration"
August
Money Magazine
Dawn Brown was quoted in the article "The Makeover"
August 3
Lew Altfest was quoted in the article "Smaller Investors edge back into stocks"
August 1
Bottom Line Retirement
Lewis J. Altfest was featured in the article Target Retirement Funds
July 29
Karen C. Altfest was quoted in the article "What to do When A Jackpot Comes Your Way"
June
Money Magazine
Karen Altfest was quoted in the article "Go on a Treasury Diet - And Bulk Up on Other Types of Bonds."
June 17
Paul Palazzo was quoted in the article "Speculation Costs GM Investors Hefty Price"
June 16
Paul Palazzo was quoted in the article "GM Workers Trusted Investment in Product"
June 8
Investment News
Lewis Altfest was quoted in the article "Junk Bond Funds' Run Is Expected to hit Wall Soon"
June 1
Bottom Line Personal
Lewis Altfest was featured in the article "Attractive Mutual Funds with Low Minimum Investments
May 31
Wall Street Journal
Lewis Altfest was quoted in the article "Overseas Stocks are Sizzling, but Risks Remain"
May 6
Hewitt Associates Newsletter
Dawn Brown was featured in the article "Forging a New Path: A single parent transforms hardships into opportunity"
April 20
Investment News
Lewis Altfest was quoted in the article "Convertible Bonds are Enjoying a Good Run"
April
Karen Altfest authored an article titled "Due Diligence: 10 Steps to Avoiding Ponzi Schemes and Financial Fraud"
April 20
Investment News
Lewis Altfest was interviewed for the article "Convertible bonds are enjoyings a good run"
April 13
The Wall Street Journal
Dawn Brown was quoted in the article "The Right Steps: When it comes to blended families, estate planning can be a special kind of hell"
April 13
The Wall Street Journal
Paul Palazzo was quoted in the article "A Time for Giving: Why now is a great opportunity to pass on some of your wealth"
March 23
Philadelphia Inquirer
Lewis Altfest was quoted in the article "Rally gives relief for some sellers"
March 16
Christian Science Monitor
Nandini Wamorkar was featured in an article on corporate bonds and bond funds entitled "High quality bonds: An oasis in a dry market"
March 15
TheMorningCall.com
Lewis Altfest was featured in a piece titled "Market rallies offer some an escape route"
March 13
Lake Expo Online
Lewis Altfest appeared in an article titled "Recent rally offers relief to investors who need to sell now"
March 3
USA Today
Lewis Altfest was featured in the piece titled "For investors, 'bloodbath' reflects fear"
March 1
Financial Planning
Karen Altfest wrote the article "A Delicate Time," addressing the financial needs of widows.
February 8
NY Times
Lewis Altfest discussed Roth IRAs in the piece titled "Suddenly, Retirees Need a Plan B"
February
Financial Advisor
Nandini Wamorkar was featured in an article on corporate bonds titled "A Glimmer of Rewards"
February
Smart Money
Lewis Altfest discussed the advantages of individual bond yields in the article "Better Off in Bonds"
January 27
Karen Altfest appeared on a news segment giving advice on negotiating severance packages
January 8
Chicago Tribune
Lewis Altfest was featured in an article titled "Tune Out Hysteria To Build Your Wealth"
January 6
Bankrate.com
Karen Altfest's advice was featured in the article titled "Retirement: 13 Smart Money Moves"
January 5
Discover EDGE
Karen Altfest was quoted in an article on tax managed funds
January
Money Magazine
Lewis Altfest gave advice on proper diversification in an article called "Secrets of America's Top Advisors"
2008
December 29
Business Week
Lewis Altfest was quoted on the Matthews Pacific Tiger Mutual Fund in an article entitled "Steep Drop, Slow Descent"
December 23
Wall Street Journal
Karen Altfest's advice was featured in a piece entitled "How to Fund Retirement Living"
December 21
New York Daily News
Lewis Altfest was featured in an article on advising New York State's financial distress entitled "If State Were My Financially Hurting Client, I'd Say…"
December 17
PBS Nightly Business Report
Lewis Altfest appeared on PBS Nightly Business Report discussing the predicted risk tolerance of investors
December 15
Barron's
Lewis Altfest discussed municipal bonds in the issue's cover story on retirement entitled "Patching It Up"
December 3
MSNMoney.com
Lewis Altfest discussed the difference between U.S. and Japan in the article entitled "How low prices can hurt you"
December 1
Financial Planning
Lewis Altfest appeared in an article on the on the impact of a downturned market and different types of asset classes entitled "The Perfect Alternative"
December
Money Magazine
Karen Altfest was quoted in an article advising on how to rebuild one's retirement account through proper diversification
November 25
MSNMoney.com
Lewis Altfest's advice was featured in an article on investing during Obama's recovery program
November 24
ABC World News with Charles Gibson
Karen Altfest appeared in an interview on the impact of lower gas prices on saving this holiday season
November 24
Daily News
Karen Altfest was featured in an article on what to consider when choosing a financial advisor entitled "Advice that's right for you"
November 19
Marketwatch.com
Lewis Altfest was featured in an article on Sourcemedia's program that will offer financial advisors advice from leading industry experts
November 18
Bankrate.com
Karen Altfest's advice on planning ahead was featured in an article entitled "Financing a funeral without the anguish"
November 17
National Underwriter
Karen Altfest was featured in an article on how advisors are dealing with concerned clients during the turbulent stock market
November 16
AdvisorMax
Karen Altfest was quoted in the "Tip of the Day" on how to create and maintain client relationships
November 12
Kiplinger.com
Lewis Altfest was quoted on valuing companies on projected earnings in an article entitled "5 Ways To Beat This Market"
November 5
Seattle Times
Lewis Altfest advised investors on the strength of the dollar in comparison to Europe in an article entitled "'Bucking' the Downturn"
November 3
Bankrate.com
Karen Altfest was featured in a piece entitled "How much is 'enough' for retirement" in which she discusses the importance of saving
November 3
Wall Street Journal
Lewis Alfest was featured in an article on how financial advisors are tweaking client portfolios to deal with the current economic conditions entitled "Stand Pat or Rethink?"
November 2
Wall Street Journal
Lewis Altfest was quoted in an article titled "Sleeping Better in Challenging Times"
November 2
Investment News
Lewis Altfest was quoted in an article on the successful performance of two community funds.
October 17
Fund Action
Lewis Altfest discussed the attractiveness of high-yield bond funds in an article entitled "Advisors Turn Away from Equities"
October 14
Syndicated Media
Lewis Altfest was interviewed by journalist Humberto Cruz on saving under the insurance limit of one's bank accounts.
October 13
Investment News
Lewis Altfest gave advice on municipal bonds in an article entitled "Jefferson County, Ala., might dodge bond default"
October 11
The Today Show
Lewis Altfest appeared on the show answering viewer questions on what they should be doing with their finances during the current economic situation
October 7
CNNMoney.com
Karen Altfest shared what she was doing with her own portfolio during the financial crisis entitled "Where the pros are putting their cash"
October 1
ABC News
Paul Palazzo gave advice on Americans' most concerning issues in a piece entitled "The Pros Answer Your Economic Questions"
October
National Underwriter Company
Dawn Brown was featured in an article on making retirement portfolios more efficient entitled "Making Required Minimum Distributions Work To The Client's Benefit"
October
Smart Money
Lewis Alfest was quoted in an article on the risk of pink sheets entitled "Is Pink the New Green?"
October
Real Simple
Karen Altfest gave money makeover advice to a young family on how to save to secure a better future
September 30
Lewis Altfest gave advice on 401K contribution and investing in quality assets during economic crisis in a report entitled "Experts: Don't Touch Your 401K"
September 28
Investment News
Karen Altfest was quoted in an article on meettheboss.com, a social networking site for senior financial executives.
September 25
U.S. News &
World Report
World Report
Lewis Altfest was quoted on money market investing in an article entitled "What WTF, Stock and Fund Investors Should Do Now"
September 24
Karen Altfest gave advice on what to do with one's 401K in times of market turmoil on the CBS Morning Radio Show.
September 24
IMPACT Daily
Andrew Altfest was featured in an article on the benefits of Schwab's Annual IMPACT event
September 19
Daily News
Dawn Brown was quoted in an article on finding a financial institution in times of uncertainty entitled "How to Tell if You Can Bank on Your Bank"
September 15
PBS Nightly Business Report
Lewis and Karen Altfest were featured in an interview giving advice on investment opportunities and asset allocation during the financial crisis.
September 10
New York Times
Karen Altfest was quoted in an article on handling financial matters as a married couple entitled "The Key to Wedded Bliss? Money Matters"
September
National Underwriter Company
Dawn Brown was featured in an article on the importance of clients taking their RMDs entitled "Putting Required Minimum Distributions On The Advisor's Checklist"
September
Success Magazine
Paul Palazzo was quoted in a piece on the importance of preparing for one's future and retirement
August 27
U.S. News &
World Report
World Report
Lewis Altfest gave advice on how to manage a windfall in a piece entitled "5 Ways Michael Phelps (and You) Can Manage a Windfall"
August 25
BusinessWeek
Lewis Altfest's advice on limiting investing in focused funds was featured in an article entitled "The Downside of Staying Focused"
August 18
Daily News
Dawn Brown and Tom Fredrickson gave a Money Makeover to a city teacher in need of financial advice.
August 7
Time Out New York
Karen Altfest's research on how to divide one's income was featured in an article on budgeting effectively.
August
On Wall Street
Karen Altfest appeared in a piece on a women's advisor conference hosted by SourceMedia.
July
Money Magazine
Karen Altfest's advice was cited in an article outlining ways to get one's finances in order entitled "Too Busy to Start Planning"
June 23
Investment News
Karen Altfest was featured in an article on the growing importance of marketing and branding for advisory firms.
May 28
Marketwatch.com
Karen Altfest was quoted in an advice column on the dangers of investing as a couple
May 22
MSNBC.com
Karen Altfest appeared in an MSNBC.com article entitled "Stocks: The Great Rebate Race" on how consumers plan to spend their stimulus checks
May
NAPFA Advisor
Karen Altfest appeared in an article entitled "What Have You Quit Doing?" discussing actions she has taken to improve the efficiency of her career.
May
Money Magazine
Karen Altfest was featured in "The Answer Guy" section with her response on what to ask ones investment advisor
May
Bottom Line Retirement
Lewis Altfest wrote an article on his predictions and recommendations for the future of the stock market
May
More
Karen Altfest was featured in an article on how to thrive in in an economic recession
April 30
The Boston Globe
Lewis Altfest was quoted in an article on saving called "In Some Respects, paying off debt with rebate could stimulate the economy"
April 21
The Christian Science Monitor
Karen Altfest gave retirement investing advice in the article "New Funds Take Long and Short Market View"
April 19
Red Orbit News
Lewis Altfest was quoted in an article on deciding when to retired entitled "Some Boomers Face a Bummer: Retiring into a Down Market"
April 10
Renal & Urology News
Lewis Altfest was quoted in an article entitled "Why Municipal Bonds May Be Bargains"
April
Wealth Manager
Karen Altfest was ranked number 1 on the issue's Top 50 Distinguished Women in Wealth Management"
April
Wealth Manager
Karen Altfest was featured in an article on what women want from a financial relationship entitled "Woman to Woman"
April
Wealth Manager
Karen Altfest appeared on the cover and in the accompanying story on women in the financial planning and investment fields
March 31
Investment News
Lewis Altfest was featured in article entitled "Battered by rocky market, clients seek comfort from advisers"
March 26
Investment News
Lewis Altfest was interviewed for an article entitled Advisers weigh in on targeted payouts
March 19
PBS Nightly Business Report
Lewis Altfest appeared on PBS' Nightly Business Report, where he spoke on investing during "troubled times" in the economy.
March 19
The Hartford Courant
Lewis Altfest was featured in an article entitled "Now's Not the Best Time to Retire"
March 16
Telegraph Herald
Lewis Altfest was featured in an article on retirement entitled "'Down market' might prompt waiting game"
March 13
Bradenton Herald
Lewis Altfest was featured in an article entitled "Retiring Risky Prospect in Plummeting Market"
March 12
The Mercury News
Lewis Altfest was featured in an article entitled "Retiring when market is falling can create financial difficulties"
March
Financial Planning
Karen Altfest was quoted on the declining number of women working in the financial services field in the article "Women's Work"
February 29
Financial Planning
Lewis Altfest was featured in an article on hiring employees entitled "Award-Winner's Advice for Staffing Your Office"
February
Pregnancy & Newborn
Financial advice from Lewis Altfest was featured in an article entitled "Put Your Money Where Your Belly Is"
February
Bottomline Retirement
An article by Lewis Altfest on actively managed ETFs was featured in the issue
January 28
Daily News
Karen Altfest presented a financial makeover in the article entitled "Stagehand Gets Financial Direction"
January 28
Investment News
Lewis Altfest was mentioned in the article "Advisers disagree on gold's portfolio share; Is metal a sound hedge against inflation or a speculative play?"
January 28
Personal Asset Management
Karen and Lewis Altfest were featured in an article covering the film screening they held specifically for clients of their firm
January 22
ABC World News with Charles Gibson
Karen Altfest appeared in a news story focused on how financial advisors are working to allay fears regarding the market.
January 17
Advisor Perspectives
Lewis Altfest's "Lunch with Lew" conference call entitled "The Bipolar Markets of 2008" was featured on the Advisor Perspectives website.