Firm Communications

  • video
    video
    April 15, 2019

    Perspectives from Altfest Women Video

    April 15, 2019
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    On March 13th at the French Institute Alliance Française, Altfest women and clients gathered for the 2019 Women’s Financial Salon®, Perspectives from Altfest Women, to share their insights on issues spanning the worlds of finance and technology. Karen Altfest, CFP®, Ph.D., Executive…
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  • article
    article
    April 10, 2019

    AdvisoryHQ names Altfest a 2019 “Top Rated Financial Advisor in NYC” Article

    April 10, 2019
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    We are happy to announce that Altfest Personal Wealth Management has once again been named one of AdvisoryHQ’s “Top Rated Financial Advisors in New York City”. Altfest’s recognition comes as a result of our personalized financial planning and investing, as…
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  • article
    article
    April 6, 2019

    New York Post Quotes Lew Altfest on Tax Refunds Article

    April 6, 2019
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    In an article that details alternative ways to better use your tax refund, Gregory Bresiger quotes Lew Altfest as saying, “For many people, it makes a lot of sense to reduce credit-card and student loan debt.” Lew also emphasizes the…
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  • article
    article
    April 1, 2019

    Altfest named to InvestmentNews Best Places to Work Article

    April 1, 2019
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    We are excited to announce that Altfest Personal Wealth Management has been named a 2019 Best Places to Work for Financial Advisers by InvestmentNews. Altfest was chosen as one of this year’s top-75 based on employer and employee surveys delving…
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  • article
    article
    March 24, 2019

    Karen Altfest interviewed by Consuelo Mack in podcast on Women & Money Article

    March 24, 2019
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    Karen Altfest is no stranger to financial planning. In Consuelo Mack's podcast on wealthtrack.com, Karen strikes up a conversation on women and their finances, answering questions like, “How do women plan differently?” and “Do women have alternative financial needs?” Award-winning…
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  • article
    article
    March 15, 2019

    Karen Altfest named to Crain’s 2019 “Notable Women in Finance” Article

    March 15, 2019
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    Altfest is happy to announce that Karen Altfest, Ph.D., CFP® has once again been named in Crain’s New York Business’ inaugural list of “Notable Women in Finance”. Karen's dedication to putting clients first is unmatched, and she is tremendously dedicated to her…
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  • article
    article
    March 8, 2019

    Associated Press Quotes Lew Altfest on Bull Markets Article

    March 8, 2019
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    In an analysis of bull markets and how they impact the modern investor, the Associated Press quotes Lew Altfest on how to choose the right mutual funds and ETFs. With increasingly mysterious areas of the market replacing time-tested hedge-fund strategies,…
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  • article
    article
    March 1, 2019

    Andrew Altfest Promoted to President and Principal Advisor Article

    March 1, 2019
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    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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  • article
    article
    February 20, 2019

    Lew Altfest Quoted in MarketWatch Article

    February 20, 2019
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    In MarketWatch's Five reasons emerging-markets stocks could outperform U.S. stocks for several years, Lew Altfest says, “I assume China and the U.S. will work out a deal because it is in both parties’ interests.” Lew notes that a resolution in the…
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