Firm Communications

  • award-recognition
    award-recognition
    September 22, 2020

    Lewis Altfest named Again to Barron’s “Top 100 Independent Wealth Advisors” Award Recognition

    September 22, 2020
    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…
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  • article
    article
    September 14, 2020

    David Kressner featured in Investor’s Business Daily Election Article Article

    September 14, 2020
    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…
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  • article
    article
    September 12, 2020

    FA Magazine features Andrew Altfest on Embracing Digital Marketing Article

    September 12, 2020
    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…
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  • in-the-news
    in-the-news
    September 10, 2020

    Economic Survival Strategies in the COVID World: The Surgeon’s Guide Series In the News

    September 10, 2020
    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…
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  • in-the-news
    in-the-news
    September 10, 2020

    New York Chapter American College of Surgeons Selects Altfest as its Preferred Wealth Management Education Provider In the News

    September 10, 2020
    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…
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  • article
    article
    August 27, 2020

    Ekta Patel Discusses Bonds in Kiplinger Article

    August 27, 2020
    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.
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  • article
    article
    August 25, 2020

    Rates Are Still Falling: Should You Refinance? Article

    August 25, 2020
    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…
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  • article
    article
    August 21, 2020

    David Kressner featured in Investor’s Business Daily Article Article

    August 21, 2020
    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…
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  • article
    article
    August 21, 2020

    A Case for Optimism in a Volatile Year Article

    August 21, 2020
    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…
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