Firm Communications
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articleSeptember 16, 2019MSSNY Selects Altfest as the Preferred Wealth Management Provider for Members
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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articleSeptember 9, 2019
NYSPA Selects Altfest As Its Preferred Wealth Management Firm
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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articleSeptember 5, 2019
6 Ways You Could Be Saving Money on Life Insurance
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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videoAugust 20, 2019Altfest Answers: The Young Doctor with a High Insurance Premium
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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articleAugust 8, 2019
Private Student Loan Refinancing May Come at a Price
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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articleAugust 6, 2019
Review Your Estate Plan Before It’s Too Late
At Altfest, we want to help our clients avoid the agony of an outdated or improper estate plan.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-newsAugust 1, 2019Morningstar Quotes Lew Altfest on Market Rebound
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-newsJuly 30, 2019
Andrew Altfest Speaks about ETFs in InvestmentNews Webcast
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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replayJuly 29, 2019Lunch with Lew – July 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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