Firm Communications

  • article
    article
    June 24, 2019

    Estate Taxes: Still A Problem for New Yorkers Article

    June 24, 2019
    [caption id="attachment_2212" align="alignleft" width="342"] By Andrew Altfest, MBA, CFP® and Keith Feinberg, JD, CFP®, Financial Advisor[/caption] Even If You Live Elsewhere, This Still May Affect You! The turning of a new year can be a good time to re-examine estate…
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  • newsletter
    newsletter
    June 24, 2019

    The Evolving U.S.-China Trade War and Your Investments Newsletter

    June 24, 2019
    [caption id="attachment_165" align="alignleft" width="150"] By Sush Poddar, Investment Strategist[/caption] Last year delivered continued economic prosperity for the United States, yet it was also a period of elevated uncertainty. Two predominant factors driving global markets were the gradual tightening of monetary…
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  • article
    article
    May 15, 2019

    MarketWatch Features Lew Altfest Article

    May 15, 2019
    MarketWatch quotes Lew Altfest on a better, safer investment strategy for dividend-stock investors. To screen for quality dividend stocks, Lew says, avoid the companies with the highest yields. Generally, those companies are ones that have weak growth and are vulnerable…
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  • article
    article
    April 30, 2019

    Forbes names Karen Altfest to their 2019 list of Top Women Wealth Advisors Article

    April 30, 2019
    For the third time, Forbes has acknowledged Karen C. Altfest, Ph.D., CFP® as one of the nation’s top 250 women wealth advisors. In a list that spotlights the top women advisors across the country, Forbes has named Karen Altfest to the…
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  • video
    video
    April 15, 2019

    Perspectives from Altfest Women Video

    April 15, 2019
    On March 13th at the French Institute Alliance Française, Altfest women and clients gathered for the 2019 Women’s Financial Salon®, Perspectives from Altfest Women, to share their insights on issues spanning the worlds of finance and technology. Karen Altfest, CFP®, Ph.D., Executive…
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  • article
    article
    April 12, 2019

    Andrew Altfest & Keith Feinberg Featured in InvestmentNews Article

    April 12, 2019
    In “Creativity matters when planning for lone retirees,” InvestmentNews features a case study by Andrew Altfest, CFP®, MBA, President of Altfest Personal Wealth Management, and Keith Feinberg, CFP®,  JD, Financial Advisor at Altfest, emphasizing the importance of comprehensive financial planning…
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  • article
    article
    April 10, 2019

    AdvisoryHQ names Altfest a 2019 “Top Rated Financial Advisor in NYC” Article

    April 10, 2019
    We are happy to announce that Altfest Personal Wealth Management has once again been named one of AdvisoryHQ’s “Top Rated Financial Advisors in New York City”. Altfest’s recognition comes as a result of our personalized financial planning and investing, as…
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  • article
    article
    April 6, 2019

    New York Post Quotes Lew Altfest on Tax Refunds Article

    April 6, 2019
    In an article that details alternative ways to better use your tax refund, Gregory Bresiger quotes Lew Altfest as saying, “For many people, it makes a lot of sense to reduce credit-card and student loan debt.” Lew also emphasizes the…
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  • article
    article
    April 1, 2019

    Altfest named to InvestmentNews Best Places to Work Article

    April 1, 2019
    We are excited to announce that Altfest Personal Wealth Management has been named a 2019 Best Places to Work for Financial Advisers by InvestmentNews. Altfest was chosen as one of this year’s top-75 based on employer and employee surveys delving…
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