Firm Communications

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    replay
    July 30, 2020

    Lunch with Lew – July 2020 Replay

    July 30, 2020
    During the Lunch with Lew conference call on July 30, 2020, CEO Lew Altfest, CFA, CFP®, CPA, PFS, Ph.D. provided his market outlook, and discussed the possibility of a “recession hangover” and sectors that are likely to benefit. Lew also answered…
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    article
    July 28, 2020

    Karen Altfest Interviewed for Wall Street Journal Article

    July 28, 2020
    In an article titled, “Three Questions With Financial Adviser Karen Altfest on How Women Want to Talk About Money,” Karen is interviewed by Veronica Dagher, Senior Reporter for WSJ, on how she recognized a need for financial advice to be…
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    article
    July 24, 2020

    Karen Altfest featured on Wall Street Journal’s “Secrets of Wealthy Women” Podcast Article

    July 24, 2020
    In an episode titled, “Karen Altfest: On How Women Want to Talk About Money,” Karen joins host Veronica Dagher to discuss the how she's managed a long career in finance and how she's helped women and widows throughout her career.…
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  • article
    article
    July 24, 2020

    Andrew Altfest on The Investments & Wealth Institute’s “Exceptional Advisor” Podcast Article

    July 24, 2020
    In an episode titled, “Being Agile in 2020 with Andrew Altfest,” Andrew joins host Robert Powell, CFP® to discuss the shift to digital during these extraordinary times, embracing technology, and using his new product, FP Alpha, as a tool that…
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  • article
    article
    July 22, 2020

    Is Your Dental Practice Now Eligible for Federal COVID-19 Relief? Article

    July 22, 2020
    Have you avoided applying for federal COVID-19 relief for your dental practice because you thought you weren’t eligible? That recently may have changed. The U.S. Department of Health and Human Services (HHS) earlier in July broadened funding eligibility for dental…
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    article
    July 21, 2020

    CNBC quotes Michael Prendergast on the Current State of the Economy, and Where it Will Go from Here Article

    July 21, 2020
    In, “Wealthy Americans have less doubt about market rally, economy, but still fear stock investing,” Michael Prendergast, CFP® and Director at Altfest discusses the firm’s position during market fluctuations and beyond. Click here to read the full article.    
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    article
    July 17, 2020

    Lewis Altfest featured on ValueWalks’ “ValueTalks” Podcast Article

    July 17, 2020
    In an episode titled, “COVID and Where to Find Value with Dr. Lewis Altfest, CEO, Altfest Personal Wealth Management,” Lew joins host Raul Panganiban to discuss the Altfest approach to investing and financial planning and where he finds opportunities today.…
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  • article
    article
    July 16, 2020

    Should You Put Your Required Minimum Retirement Distributions on Pause? Article

    July 16, 2020
    CARES Act Lets Retirees Skip Withdrawals in 2020 to Cushion Blow of Market Downturn Have you begun taking required minimum distributions (RMDs) from your retirement plans? The federal Coronavirus Aid, Relief, and Economic Security Act (CARES Act) enacted in March…
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    article
    July 2, 2020

    How to Raise Emergency Cash Quickly Article

    July 2, 2020
    Featured in BottomLineInc's article, “How to Raise Emergency Cash Quickly,” Senior Financial Advisor, Dan Duca, CFP® shares his tips for bolstering your cash cushion in the midst of crisis, while limiting the damage on your long-term financial plans. Click here…
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