Firm Communications

  • video
    video
    May 21, 2020

    Webinar: Opportunities and Challenges in the New Investment Environment Video

    May 21, 2020
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    During the May 20th Opportunities and Challenges in the New Investment Environment webinar, Altfest's CEO, Lewis Altfest, discussed strategies to capitalize on tomorrow’s investment opportunities and today’s challenges. He also discussed investment strategies designed to reduce your portfolio’s risk. Contact…
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  • article
    article
    May 21, 2020

    Thoughts on the Market: The Impact of Unemployment Article

    May 21, 2020
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    The weekly U.S. Jobless Claims published this week topped approximately 2.4 million. The latest data suggests that approximately 28 million Americans were unemployed in May, which is equivalent to approximately 20% of the civilian workforce being out of work. The…
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  • article
    article
    May 12, 2020

    Mayukh Poddar quoted in Kiplinger’s on Investment Opportunities During COVID-19 Article

    May 12, 2020
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    In, “32 Ways to Earn Up to 9% on Your Money Now,” Portfolio Manager Mayukh Poddar, MBA, MS is quoted on opportunities for investors during the COVID-19 pandemic. You can find his insights under the sections on municipal bonds and…
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  • video
    video
    May 6, 2020

    Webinar: Financial Opportunities during the COVID-19 Pandemic Video

    May 6, 2020
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    During the May 4th Financial Opportunities during the COVID-19 Pandemic webinar, Director and Advisor, Ekta Patel, CFP® and Senior Financial Advisor, Ryan Graham, CFA, CFP®, highlight specific opportunities available for individuals and their businesses through the CARES Act and in…
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  • award-recognition
    award-recognition
    May 5, 2020

    Forbes names Karen Altfest to their 2020 list of Top Women Wealth Advisors Award Recognition

    May 5, 2020
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    For the fourth time, Forbes has acknowledged Karen C. Altfest, Ph.D., CFP® as one of the nation’s top 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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  • award-recognition
    award-recognition
    May 5, 2020

    Andrew Altfest named Young Advisor to Watch by Financial Advisor Magazine Award Recognition

    May 5, 2020
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    Financial Advisor Magazine recently named Andrew Altfest, CFP®, MBA a Young Advisor to Watch. The article outlines his early beginnings growing up in the financial planning business, to now, the tech-forward advisor behind FP Alpha, an AI-based comprehensive wealth management…
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  • award-recognition
    award-recognition
    April 27, 2020

    Altfest named again to InvestmentNews’ Best Places to Work Award Recognition

    April 27, 2020
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    We are excited to announce that Altfest Personal Wealth Management has been named a 2020 Best Places to Work for Financial Advisers by InvestmentNews for the second consecutive year. Altfest was chosen as one of this year’s top-75 based on…
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  • article
    article
    April 23, 2020

    CNBC Quotes Daniel Kimeldorf on Investing During a Volatile Market Article

    April 23, 2020
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    In a CNBC article titled, “A conflict over the No. 1 rule of investing among wealthy Americans during this crisis,” Daniel Kimeldorf, CFA, CFP® discusses investing for the long-term in a volatile market. Click here to read the full article.…
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  • article
    article
    April 23, 2020

    InvestmentNews Features Andrew Altfest in Video Series Article

    April 23, 2020
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    In an InvestmentNews video entitled, “TriplePlay: Communicating during quarantine,” Andrew Altfest, CFP®, MBA discusses three ways advisors can reach out to clients during the COVID-19 pandemic, and highlights how Altfest is quickly adapting to a fully digital landscape. Click here…
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