thought leadership

Altfest Advisory Newsletter Highlights – Fall 2016


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altfest-advisory-fall-2016_page_1Altfest Advisory Newsletter – Fall 2016
Before We Say Goodbye to 2016, a Few Ideas to Consider: David Kressner, CFA, CFP®, offers some end of year tax planning tips

Managing Wealth in a World of Rising Wealth Gap: Lewis Altfest, Ph.D., CFP®, CPA, CFA, along with Mayukh Poddar and Sush Poddar, analyze the cause of the growing wealth gap and steps that policy makers may take.


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