Firm Communications
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articleMarch 1, 2019Andrew Altfest Promoted to President and Principal Advisor
We are pleased to announce the promotion of Andrew Altfest, MBA, CFP®, to President and Principal Advisor of Altfest Personal Wealth Management®. This has been done with a lot of thought about Andrew’s contributions to the firm, the leadership role…
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newsFebruary 11, 2019Lew Altfest featured by Money in “Stocks Are the Cheapest They’ve Been in 3 Years. Here’s Where to Find the Best Deals, According to Experts”
Money reports that following recent volatility, the market is the cheapest it has been in years. However, Lew Altfest says U.S. profit margins have peaked, making it harder to find value domestically. Instead he suggests looking to emerging markets. “China’s…
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articleFebruary 6, 2019
Lunch with Lew – February 2019
Our Lunch with Lew Conference Call from February 6th is now available. In this call, CEO Lew Altfest addresses the 2019 market outlook, questions about a possible recession, and the impact that Washington has on the stock market. You are welcome to share…
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articleJanuary 30, 2019
Wall Street Journal quotes Lew Altfest in “Investors Are Still Keeping an Eye on Inflation”
U.S. stocks bounced back in January. Though a pickup in inflation early last year sparked lifting interest rates, recent data has shown inflation as subdued, for now. Following the Federal Open Market Committee (FOMC) meeting on January 30th, investors are…
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articleJanuary 18, 2019
Andrew Altfest quoted in “4 Ways to Boost Retirement Savings By $1,000 (Or More) A Year”
Want to save more money for retirement? It could be as simple as switching up your insurance plan. In this Investor’s Business Daily article, Andrew Altfest gives his tips for how to spend less, flip the cutback into saving for…
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articleJanuary 30, 2019
Women’s Financial $pa® with Dr. Marie Pasinski
This past November, Altfest Executive Vice President Karen Altfest was joined by Harvard neurologist and author Dr. Marie Pasinski at Altfest’s annual Women’s Financial $pa®. Dr. Pasinski has been recognized for her research into neuroplasticity and the health of the brain.…
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articleDecember 19, 2018
Lew Altfest Quoted in USA Today
2019 is quickly approaching, but there is still time to adjust your portfolio before the new year. In USA Today's 5 ways to boost your portfolio before 2019 even as the Dow tumbles, Lew Altfest is quoted as saying investors should…
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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, 2018
The 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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