Firm Communications

  • article
    article
    December 23, 2020

    Ryan Graham quoted in USA Today Article

    December 23, 2020
    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
    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
    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
    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
    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
    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
    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
    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
    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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