Firm Communications

  • article
    article
    January 15, 2020

    Creditcards.com Features Karen Altfest in To Her Credit Article

    January 15, 2020
    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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  • article
    article
    January 15, 2020

    4 Key Strategies for Shielding Yourself & Your Practice from Creditors Article

    January 15, 2020
    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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  • article
    article
    January 9, 2020

    Ryan Graham Quoted by AARP Article

    January 9, 2020
    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-news
    in-the-news
    January 7, 2020

    Lew featured in Kiplinger’s and Yahoo! Finance In the News

    January 7, 2020
    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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  • article
    article
    January 3, 2020

    Lew Altfest Quoted by AARP Article

    January 3, 2020
    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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  • article
    article
    December 19, 2019

    Lew Quoted in MONEY on Fantasy Sports and Investing Article

    December 19, 2019
    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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  • video
    video
    December 17, 2019

    Altfest Answers: The Avid Runner with a Cash Flow Management Problem Video

    December 17, 2019
    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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  • article
    article
    December 13, 2019

    What Dentists Need to Know about Disability Insurance Article

    December 13, 2019
    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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  • article
    article
    December 4, 2019

    Rémy Raisner: Investing In New York’s Rental Market Article

    December 4, 2019
    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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