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articleJanuary 15, 2020Creditcards.com Features Karen Altfest in To Her Credit
In, “Financial advice for the newly engaged,” Karen Altfest, CFP®, Ph.D. discusses how newly engaged women can approach combining finances with their partner and easy ways to cut costs while trying to plan your dream wedding Click here to read…
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articleJanuary 15, 2020
4 Key Strategies for Shielding Yourself & Your Practice from Creditors
The potential penalties for dental malpractice can be severe, especially in our current litigious society. Protecting yourself and your assets from unnecessary risk is vital to the financial stability of your family and your practice. You may be under the…
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articleJanuary 9, 2020
Ryan Graham Quoted by AARP
In, “Buy Long-Term Care Insurance at the Right Age to Get the Best Value,” Ryan Graham, CFA, CFP® is quoted on his approach to evaluating a client’s need for long-term care insurance. Factors such as family health history, budget, and…
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in-the-newsJanuary 7, 2020Lew featured in Kiplinger’s and Yahoo! Finance
In “4 Reasons to Sell a Mutual Fund”, originally published by Kiplinger's, Lew Altfest discusses how he knows it’s time to sell a fund. According to Lew, if a fund’s performance is lackluster for two consecutive years he becomes “very…
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articleJanuary 3, 2020
Lew Altfest Quoted by AARP
In, “Is Getting a 'Financial Checkup' on Your 2020 Resolution List?,” Lew Altfest, CFA, CFP®, CPA, PFS, Ph.D is quoted on the 5 steps you should take every year to protect your retirement fund. Encouraging practices like a balance sheet…
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articleDecember 19, 2019
Lew Quoted in MONEY on Fantasy Sports and Investing
Recent ads have compared fantasy sports to investing, suggesting that if you’re good at betting in fantasy sports you can be successful in the stock market too. However, it’s usually not that simple. The market is much more complex and…
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videoDecember 17, 2019Altfest Answers: The Avid Runner with a Cash Flow Management Problem
Altfest Answers is a video series that uses hypothetical scenarios to take a look at the impact comprehensive wealth management can make on the real lives of clients and their families. In this episode, “The Runner with a Cash Flow…
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articleDecember 13, 2019
What Dentists Need to Know about Disability Insurance
Most people think, “What are the odds that a disability will keep me from working?” The answer is, it may be more likely than you think. According to the Social Security Administration, 56 million Americans, or one in five, live…
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articleDecember 4, 2019
Rémy Raisner: Investing In New York’s Rental Market
At our Women’s Financial $pa® on November 12, 2019, Altfest Executive Vice President Karen Altfest, CFP®, Ph.D., was joined by Rémy Raisner, CFA, Founder and CEO of The Raisner Group, a real estate private equity firm, and Andrew Altfest, CFP®,…
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