Firm Communications
-
articleJanuary 26, 2022Video: Lunch With Lew & Andrew – Preparing for Change
Please scroll down to the bottom of this article for a replay of the latest Lunch with Lew. In another periodic conversation with clients, CEO Lewis Altfest, CFA, CFP®, CPA, PFS, Ph.D., on January 19, 2022, shared his current outlook…
READ MORE -
articleDecember 22, 2021
Andrew Altfest featured in Financial Advisor Magazine
Published Monday, December 20, 2021, | Financial Advisor Andrew Altfest, MBA, CFP ®, has been extensively quoted in a recent article by Financial Advisor Magazine, “Some Advisors Breathe Sigh of Relief As Build Back Better Fails.” This article discusses how…
READ MORE -
articleDecember 7, 2021
Altfest named to list of 30 Best New York City Financial Advisors
Altfest Personal Wealth Management has been named to the 2021 list of the 30 Best New York City Financial Advisors by Expertise.com. In order to be selected, Altfest was scored on 25 variables, across five categories, among 1,959 Financial Advisors…
READ MORE -
articleDecember 6, 2021
Dr. Karen Altfest featured in Rethinking 65
Published Monday, November 22, 2021 | Rethinking 65 In an article titled, “What You Lose When You Lump Clients in Categories.” In this article, Dr. Karen C. Altfest, Ph.D., CFP ®, discusses how framing people or groups in categories becomes…
READ MORE -
articleDecember 4, 2021
The Westchester County Medical Society Selects Altfest as the Preferred Wealth Management Firm For Its Members
Westchester County Medical Society (WCMS) is pleased to announce it has selected Altfest Personal Wealth Management as the preferred wealth management provider for its members. Since 1797, the WCMS has dedicated itself to "improvements in the healing arts as well as…
READ MORE -
articleDecember 2, 2021
The Build Back Better Plan, Save Your Tax Dollars Before The Year’s End
President Joe Biden’s proposed Build Back Better plan, which has passed in the House of Representatives, is aimed at investing in infrastructure, children’s education, and green energy. Because of the spending involved to accomplish these goals, we advise everybody to…
READ MORE -
articleDecember 1, 2021
The Build Back Better Plan, Save Your Tax Dollars Before The Year’s End
President Joe Biden’s proposed Build Back Better plan, which has passed in the House of Representatives, is aimed at investing in infrastructure, children’s education, and green energy. Because of the proposed tax changes to pay for accomplishing these goals, we…
READ MORE -
articleDecember 1, 2021
The Build Back Better Plan, Save Your Tax Dollars Before The Year’s End
President Joe Biden’s proposed Build Back Better plan, which has passed in the House of Representatives, is aimed at investing in infrastructure, children’s education, and green energy. Because of the proposed tax changes to pay for accomplishing these goals, we…
READ MORE -
articleNovember 15, 2021
Women’s Financial $pa®: Healthy Aging with Gayle Buff
In another periodic conversation with the firm's women clients, Executive Vice President of Altfest Personal Wealth Management, Dr. Karen Altfest, CFP®, Ph.D., and Gayle Buff, RN, MSN, ABAAHP, MBA, CFA, CFP® spoke about Healthy Aging on November 10, 2021. In…
READ MORE
Load More...