Firm Communications
-
award-recognitionSeptember 22, 2020Lewis Altfest named Again to Barron’s “Top 100 Independent Wealth Advisors”
We are excited 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 2020. This is the 13th time Lew has been…
READ MORE -
articleSeptember 14, 2020David Kressner featured in Investor’s Business Daily Election Article
In, “How to Make Investment Bets On November Elections,” Altfest Associate Managing Advisor, David Kressner, CFA, CFP® discusses the best approach for the diversified portion of your portfolio — devoted to mutual funds and ETFs — no matter who wins…
READ MORE -
articleSeptember 12, 2020
FA Magazine features Andrew Altfest on Embracing Digital Marketing
In, “Advisors Who Embrace Technology May Have The Best Pandemic Growth Prognosis,” Andrew Altfest, CFP®, MBA shares how embracing digital marketing and breaking out of traditional lead generation tactics has attracted the most prospects ever to Altfest. Click Here to…
READ MORE -
in-the-newsSeptember 10, 2020Economic Survival Strategies in the COVID World: The Surgeon’s Guide Series
In partnership with the New York Chapter American College of Surgeons, Altfest Personal Wealth Management is offering an interactive webinar series that aims to answer surgeons' financial questions and provide peace of mind during this uncertain time. Built upon the…
READ MORE -
in-the-newsSeptember 10, 2020
New York Chapter American College of Surgeons Selects Altfest as its Preferred Wealth Management Education Provider
New York Chapter American College of Surgeons (NY Chapter ACS) is pleased to announce it has selected Altfest Personal Wealth Management as preferred wealth management education provider for its members. NY Chapter ACS advocates for over 3,300 members throughout the…
READ MORE -
articleAugust 27, 2020
Ekta Patel Discusses Bonds in Kiplinger
In Kiplinger's, “How to Set Up a Bond Portfolio,” Altfest Director and Advisor, Ekta Patel, CFP®, MBA explains how bonds work within your investment portfolio, and shares tips for diversification. Click Here to read the full article.
READ MORE -
articleAugust 25, 2020
Rates Are Still Falling: Should You Refinance?
We’re facing a lot of challenging news these days, but one silver lining is the steady decline of home mortgage interest rates. Although they aren’t likely to drop to zero in line with the federal funds rate, there are several…
READ MORE -
articleAugust 21, 2020
David Kressner featured in Investor’s Business Daily Article
In, “The '4% Rule' Still Works: Its Critics Are Wrong,” David Kressner, CFA, CFP® shares his tips for how investors can put the 4% annual “withdrawal” rule to work in their retirement planning. He also discusses his recommendations for divvying…
READ MORE -
articleAugust 21, 2020
A Case for Optimism in a Volatile Year
Executive Summary 2020 has been a year of unprecedented upheaval - from the COVID-19 pandemic, to extreme shocks to global economic growth, to historic spikes in unemployment and nationwide protests fueled by racial divide. At the same time, the many…
READ MORE
Load More...