Firm Communications
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articleDecember 12, 2018Fortune quotes Lew on Best Bonds for 2019
With interest rates rising, investors are struggling to rebalance into bonds without taking a beating. How to avoid this? In Fortune's The Best Bond Funds to Buy for 2019 as Interest Rates Rise, Lew Altfest recommends emerging market bonds, whose…
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articleDecember 12, 2018
Lew Gives Post-Election Commentary in Bloomberg News
Trump warned stocks would decline if Democrats were elected, but Wall Street saw gains post-election. In Bloomberg's recent article, Trump Said Voting for Democrats Would Send Stocks Down. So Far It’s Not Happening, Lew Altfest says, “The reason there will…
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articleDecember 5, 2018
How to Use the New MyAltfest
We are excited to introduce the new and improved MyAltfest which is available for use immediately. In order to help you get started, we have created the introductory video below to guide you through the basic functionality of the website.…
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articleNovember 21, 2018
Altfest Gives Back at The New York Common Pantry
As we do every year, a group of Altfest employees volunteered at the New York Common Pantry this Thanksgiving week to help give away turkeys and other traditional holiday foods to less fortunate New Yorkers. The New York Common Pantry…
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newsOctober 15, 2018The Upside of Downsizing: How to Take Control When Moving On
Listen to the Replay of Our Loss of a Loved One Event, The Upside of Downsizing: How to Take Control When Moving On Almost 35% of Americans have moved in the last five years*, which means more than one in…
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newsSeptember 25, 2018
Lewis Altfest named again to Barron’s “Top 100 Independent Wealth Advisors”
We are pleased to announce that Lewis Altfest, Ph.D., CFP®, CFA, CPA, PFS, has once again been named as one of the nation’s “Top 100 Independent Wealth Advisors” by Barron’s for 2018. This is the 11th time Lewis has been recognized with…
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newsAugust 17, 2018
New York Times interviews Lewis Altfest in “What You Need to Know about Safe Deposit Boxes”
Safe deposit boxes have a place in our digital age as a secure storage option for valuables and important documents. In this New York Times article that covers what you need to know about safe deposit boxes today, Lewis Altfest…
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newsAugust 6, 2018
Andrew Altfest named again to Forbes’ “Top Next-Generation Wealth Advisors”
We are excited to share that for the second year in a row, Andrew Altfest, CFP® has been named one of “America’s Top Next-Generation Wealth Advisors” by Forbes, after being included in their inaugural ranking in 2017. Andrew ranks #71…
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newsJuly 25, 2018
Lunch with Lew – July 2018
Our Lunch with Lew Call from July 25th is now available. In this call, CEO Lew Altfest addresses the economy, shares his economic outlook, thoughts about inflation, the inverted yield curve, and tariffs. You are welcome to share Lew’s remarks…
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