Firm Communications

  • article
    article
    December 23, 2020

    Ryan Graham quoted in USA Today Article

    December 23, 2020
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    In, “Money tips for the new year: Here are 21 ways to reduce debt, build an emergency fund in 2021,” Ryan Graham, CFA, CFP® shares his tips for starting fresh with your finances in 2021. Click Here to read the…
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  • award-recognition
    award-recognition
    December 17, 2020

    Karen Altfest named to Crain’s New York Business 2020 Notable Women in Financial Advice Award Recognition

    December 17, 2020
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    Crain’s New York Business has acknowledged Karen C. Altfest, Ph.D., CFP® as a notable woman in financial advice. This is Karen’s third time being recognized by Crain’s. Crain’s writes, “Altfest entered financial planning in the 1980s, when few women were…
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  • article
    article
    November 25, 2020

    Lewis Altfest quoted in MarketWatch Article

    November 25, 2020
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    In MarketWatch’s “Only these five dividend stocks made the cut in a ‘safer and better’ screen,” CEO Lewis Altfest, Ph.D, CFA, CFP®, CPA, PFS is quoted on his approach for selecting income stocks. Click here to read the full article.
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  • replay
    replay
    November 13, 2020

    Post-Election Lunch with Lew – November 12, 2020 Replay

    November 13, 2020
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    During the Lunch with Lew webinar on November 12, 2020, CEO Lew Altfest, Ph.D., CFA, CFP®, CPA, PFS discussed Biden's political outlook and how it may impact the economy, the market, and your wealth management plan. Click below to watch…
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  • video
    video
    October 30, 2020

    WEBINAR Doing Well While Doing Good: Investing for a Better Future Video

    October 30, 2020
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    On Wednesday, October 28, 2020, Senior Financial Advisors Steven Novack and Ben Lake shared their insights on impact investing including: The evolution of the socially responsible investment landscape The Altfest approach to impact investing Implementing impact investment strategies Below is…
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  • article
    article
    October 30, 2020

    Andrew Altfest quoted in InvestmentNews Article

    October 30, 2020
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    In “When the Going Gets Tough the Tough Get Going,” Andrew Altfest discusses how in a post-COVID world, advisors are being forced to rethink their approach to client acquisition. Click Here to read more.
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  • article
    article
    October 16, 2020

    Karen Altfest featured in The Wall Street Journal Article

    October 16, 2020
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    In a Wall Street Journal article titled, “Thinking of Quitting Your Job? Here’s What Working Mothers Should Know,” Karen shares insight on what working parents should consider before making the often-challenging decision to leave their jobs. Click here to read…
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  • article
    article
    October 16, 2020

    Andrew Altfest featured in Barron’s Article

    October 16, 2020
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    In an article titled, “Reinventing Marketing for the Pandemic Era,” Andrew discusses how embracing digital marketing has led to the best prospecting year ever. Click here to read the article.
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  • video
    video
    October 15, 2020

    Table for One, Please! Estate Planning Tips for the Independent Woman Video

    October 15, 2020
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    On Tuesday, October 13, 2020, attorney Jessie Jamar, B.C.L, LL.B., joined Altfest Executive Vice President Karen Altfest, CFP®, Ph.D. to discuss important financial areas for widows to address after losing a loved one. As part of Karen Altfest’s Loss of…
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