Firm Communications

  • article
    article
    September 16, 2019

    MSSNY Selects Altfest as the Preferred Wealth Management Provider for Members Article

    September 16, 2019
    Altfest Personal Wealth Management is pleased to announce the Medical Society of the State of New York (MSSNY) has selected the firm as the exclusive preferred wealth management provider for its close to 30,000 members. Altfest provides personalized financial guidance…
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  • article
    article
    September 9, 2019

    NYSPA Selects Altfest As Its Preferred Wealth Management Firm Article

    September 9, 2019
    Altfest Personal Wealth Management is pleased to announce the New York State Psychological Association (NYSPA) has added our services as a benefit to their members.  Founded in 1921, NYSPA is the largest association of psychologists in the state.  Its members…
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  • article
    article
    September 5, 2019

    6 Ways You Could Be Saving Money on Life Insurance Article

    September 5, 2019
    Having enough life insurance to protect your family is critical, should the unthinkable happen. Physicians who pass away in the prime of their careers can leave behind a significant debt burden, but being prepared can mitigate this risk. Involving a…
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  • video
    video
    August 20, 2019

    Altfest Answers: The Young Doctor with a High Insurance Premium Video

    August 20, 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 Young Doctor with a High…
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  • article
    article
    August 8, 2019

    Private Student Loan Refinancing May Come at a Price Article

    August 8, 2019
    The onerous burden of student loan debt weighs especially heavily on new physicians. After years of medical school and residency, the amount owed can seem insurmountable. Making a plan to manage payments and take advantage of the options available to…
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  • article
    article
    August 6, 2019

    Review Your Estate Plan Before It’s Too Late Article

    August 6, 2019
    At Altfest, we want to help our clients avoid the agony of an outdated or improper estate plan. Perhaps you have an estate plan created years ago by the family attorney. While the plan may have been sound and relevant…
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  • in-the-news
    in-the-news
    August 1, 2019

    Morningstar Quotes Lew Altfest on Market Rebound In the News

    August 1, 2019
    In “U.S. Stocks Rebound a Day after Fed Rattled Investors,” Morningstar quotes Lew Altfest on the state of the market just after the Fed’s interest rate cuts. “This market is riding higher on lower rates. But investors are still unsure…
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  • in-the-news
    in-the-news
    July 30, 2019

    Andrew Altfest Speaks about ETFs in InvestmentNews Webcast In the News

    July 30, 2019
    In InvestmentNews’ recent webcast about managing volatility with ETFs, Andrew Altfest, CFP®, MBA explains how Altfest is using ETFs in client portfolios as a long-term, value-oriented investment strategy. Andrew stresses that you can’t follow trends – you have to invest…
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  • replay
    replay
    July 29, 2019

    Lunch with Lew – July 2019 Replay

    July 29, 2019
    The replay of the Lunch with Lew Conference Call from July 24, 2019 is now available.  In this call, CEO Lew Altfest addresses the economic outlook and new approaches to stock selection, including factor investing, liquid alternatives and private real…
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