Firm Communications

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    November 21, 2023

    How Can You Use Lifecycle Planning to Maximize Your Financial Potential as a Physician? Article

    November 21, 2023
    By Andrew Altfest, CFP®, MBA, President & Principal Advisor Altfest Personal Wealth Management If you’re a physician, you have unique personal financial planning needs unlike other professions. It’s like the practice of medicine—there’s a difference in treating professional athletes who…
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    November 9, 2023

    Behind the Business Case for More Female Advisors Article

    November 9, 2023
    As women amass more wealth, there’s a market for female financial advisors. Now it’s a matter of meeting the demand. By Gregg Greenberg | InvestmentNews  From head count to AUM and board members, there are a multitude of ways to…
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    November 3, 2023

    Rethinking 65: Teach Women to Think for Themselves: Altfest Article

    November 3, 2023
    As part of that effort, give women clients more credit for what they can do and adjust how you think about them, says a leading advisor. By Karen Caplan Altfest | Rethinking65 Truth to tell, women have long been on my mind…
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    November 1, 2023

    Municipal Bonds Offer Fantastic Yields, Especially in These Four High-Tax States Article

    November 1, 2023
    By Philip van Doorn | Morningstar You can earn high yields on municipal bonds right now, while avoiding risk in the stock market. If you are an investor, assumptions built up during decades of low bond yields now have to…
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    October 2, 2023

    Altfest Recognized by Crain’s 100 Best NYC Workplaces for 2023 Article

    October 2, 2023
    On Thursday, September 28th our firm was recognized by Crain’s 100 Best Places to Work in New York City for 2023. We’ve been fortunate to receive this award in 2020, 2022, and again this year. This award represents our commitment…
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    September 9, 2023

    Asset Protection: A Pathway to a More Secure Future Article

    September 9, 2023
    By Keven DuComb, JD, MBA, Senior Financial Planning & Estate Specialist Altfest Personal Wealth Management   When thinking about asset protection, many people, especially small business owners or professionals who run their own practice, may first consider their business assets.…
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    September 5, 2023

    Is Now the Time for You to Invest in Real Estate? Article

    September 5, 2023
    By Andrew Altfest, CFP®, MBA, President At the comprehensive financial planning and investment management firm I lead, we work with many kinds of real estate investors. Some are looking to enter this asset class indirectly as part of their financial…
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    August 29, 2023

    Andrew Altfest, CFP®, MBA quoted in Financial Planning.com Article

    August 29, 2023
    Excerpted from article by Tobias Salinger on FinancialPlanning Being your own boss creates big opportunities for tax savings — but only if financial advisors and their clients understand all of the complex rules surrounding self-employment, experts said. Self-employed clients include…
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    August 29, 2023

    Lew Altfest, Ph.D., CFA, CFP, CPA, PFS quoted in Physician’s Weekly Article

    August 29, 2023
    Excerpted from Article in Physicians Weekly Market investments offer an excellent opportunity for physicians to earn passive income. However, it is not always easy to determine which investments may be most profitable. As such, many physicians lean on financial planners…
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