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ArticleVideo: Lunch With Lew & Andrew, How Altfest is Investing in the Current Environment

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Please scroll down to the bottom of this article for a replay of the latest Lunch with Lew.

In another periodic conversation with clients on July 20, 2022, CEO Lew Altfest discussed factors affecting the current market environment including interest rates, inflation, and the profit margins of S&P 500 companies.

 


In addition, the firm’s president Andrew Altfest shared insights on investments that the firm favors in this environment, including alternative investments which are less correlated to the stock market, tax-free municipal bonds, the healthcare sector, and emerging market equities. Andrew also shared an update on the firm’s private real estate fund, Arden Woods, which is targeting attractive returns despite uncertainty in the stock market.

 


The following content reflects the opinions of Altfest Personal Wealth Management and our associates, and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as legal, tax or investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct.

Past performance may not be indicative of future results. 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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