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ArticleVideo: Lunch With Lew & Andrew - Preparing for Change

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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, CEO Lewis Altfest, CFA, CFP®, CPA, PFS, Ph.D., on January 19, 2022, shared his current outlook for the U.S. economy, interest rates, inflation and the all-time market highs as the world slowly emerges from the pandemic. He also revealed his five predictions for the market and economy in 2022 and shared his view on inflation and if it will be a threat as we move forward. 

President and Principal Advisor, Andrew Altfest, MBA, CFP®, joined this conversation to discuss his views on individual portfolio positioning and how it can be a crucial addition to your 2022 strategy. Andrew’s discussion on investment opportunities help visualize Altfest’s strategy for the upcoming year.


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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