Firm Communications
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articleAugust 16, 2022Why do corporate profits matter for your portfolio?
By Dr. Lewis Altfest, CFA, CFP®, CPA, PFS, Ph.D., Chief Executive Officer, Altfest Personal Wealth Management Why are corporate profits so important for your investments? What makes them especially key now? Think of it this way: Your salary is what…
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articleAugust 16, 2022
What are the most important words for your portfolio right now? Position, position, position
By Dr. Lewis Altfest, CFA, CFP®, CPA, PFS, Ph.D., Chief Executive Officer, Altfest Personal Wealth Management Let’s be clear: The traditional 60% stock/40% bond portfolio is not managing inflationary or recession risk as well as we think it can be…
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articleAugust 16, 2022
Inflation is high – could consumer optimism make it worse?
By Dr. Lewis Altfest, CFA, CFP®, CPA, PFS, Ph.D., Chief Executive Officer, Altfest Personal Wealth Management We all know that inflation is at a 40-year peak and that the Federal Reserve is rapidly raising interest rates to try to contain…
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articleAugust 5, 2022
Rethinking 65: Is Your Staff as Well-Diversified as Your Clients’ Portfolios?
A mix of staff can help you grow your firm and please clients, says our columnist. By Karen Caplan Altfest A reporter for a national financial newspaper recently interviewed me about the diversity of our staff. Because it was a short…
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articleJuly 29, 2022
Video: Lunch With Lew & Andrew, How Altfest is Investing in the Current Environment
Please scroll down to the bottom of this article for a replay of the latest Lunch with Lew. In another periodic conversation with clients on July 20, 2022, CEO Lew Altfest discussed factors affecting the current market environment including interest rates,…
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articleJuly 15, 2022
MarketWatch: This veteran money manager has seen it all. These 19 dividend stocks pass his rigorous quality screen right now
By Philip van Doorn Lewis Altfest sets parameters for screening dividend stocks ahead of a weakening economy Lewis Altfest’s time in the finance industry spans seven decades. He has some words of advice for investors who aren’t used to stomach-churning…
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articleApril 25, 2022
Rethinking 65: Giving Clients Permission to Spend in Retirement
They’ve been conditioned to save but should also be able to enjoy, says this advisor. By Karen Caplan Altfest Some years ago, a woman whom I will call Maria was brought to my office by her three adult daughters. They…
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articleApril 5, 2022
Podcast: The Best Time to Plan for your Financial Future
Karen Altfest recently joined the podcast REPURPOSED After 40 with life coach Lissa Figgins to discuss being a Financially Savvy Woman. The best time to plant a tree is 30 years ago...and the second best time is today. The same…
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articleMarch 29, 2022
Webinar Replay: Tax Reduction Strategies
Please scroll down to the bottom of this article for a replay of the Tax Reduction Strategies Webinar. Financial Advisor, Jessica Nelson, CPA, CFP®, on March 23, 2022, shared top tax reduction strategies for clients as we approach tax season.…
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