Firm Communications
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replayNovember 6, 2019Loss of a Loved One: Planning for the Recently Bereaved
On Thursday, October 17, 2019, Altfest Executive Vice President Karen Altfest, CFP®, Ph.D. was joined by financial advisor and estate attorney Keith Feinberg, JD, CFP®, and financial planning specialist Alison Roth, CFA, at the Grolier Club for Loss of a…
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videoOctober 17, 2019Altfest Answers: The Avid Runner with a Cash Flow Management Problem
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 Runner with a Cash Flow…
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videoOctober 1, 2019
Altfest 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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articleSeptember 24, 2019Protect Your Assets: 4 Key Strategies for Shielding Yourself and Your Family from Creditors
We’ve all heard the old adage “the best defense is a good offense.” This is certainly true when it comes to protecting your assets. Taking simple proactive measures to safeguard your hard-earned wealth can save you in the long run.…
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articleSeptember 23, 2019
Market Outlook: Where We Are and Where We May Be Headed
Q4 2018 – Q2 2019 Since the end of 2018, equity markets have staged an emphatic rally, completely reversing the selloff in Q4. Market participants appear to have swung from fear-based selling in the fourth quarter to fear-of-missing-out buying in…
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articleSeptember 16, 2019
MSSNY 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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award-recognitionSeptember 14, 2019Lewis Altfest named to Barron’s Hall of Fame and “Top 100 Independent Wealth Advisors” 2019
We are pleased to announce that for the 12th time, Lew Altfest, CFA, CFP®, CPA, PFS, Ph.D., and CEO of Altfest Personal Wealth Management has been named one of Barron’s “Top 100 Independent Wealth Advisors”. Lew is ranked 56 on…
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videoSeptember 10, 2019
Altfest Answers: The Upper East Side Endocrinologist with an Estate Plan Problem
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 Upper East Side Endocrinologist…
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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 its members. Founded in 1921, NYSPA is the largest association of psychologists in the state. Its members…
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