Firm Communications

  • video
    video
    August 20, 2019

    Altfest Answers: The Young Doctor with a High Insurance Premium Video

    August 20, 2019
    Altfest Answers is a video series that uses hypothetical scenarios to take a look at the impact comprehensive wealth management can make on the real lives of clients and their families. In this episode, “The Young Doctor with a High…
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  • article
    article
    August 8, 2019

    Private Student Loan Refinancing May Come at a Price Article

    August 8, 2019
    The onerous burden of student loan debt weighs especially heavily on new physicians. After years of medical school and residency, the amount owed can seem insurmountable. Making a plan to manage payments and take advantage of the options available to…
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  • in-the-news
    in-the-news
    August 1, 2019

    Morningstar Quotes Lew Altfest on Market Rebound In the News

    August 1, 2019
    In “U.S. Stocks Rebound a Day after Fed Rattled Investors,” Morningstar quotes Lew Altfest on the state of the market just after the Fed’s interest rate cuts. “This market is riding higher on lower rates. But investors are still unsure…
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  • article
    article
    July 31, 2019

    6 Ways You Could Be Saving Money on Life Insurance Article

    July 31, 2019
    Having enough life insurance to protect your family is critical, should the unthinkable happen. Physicians who pass away in the prime of their careers can leave behind a significant debt burden, but being prepared can mitigate this risk. Involving a…
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  • in-the-news
    in-the-news
    July 30, 2019

    Andrew Altfest Speaks about ETFs in InvestmentNews Webcast In the News

    July 30, 2019
    In InvestmentNews’ recent webcast about managing volatility with ETFs, Andrew Altfest, CFP®, MBA explains how Altfest is using ETFs in client portfolios as a long-term, value-oriented investment strategy. Andrew stresses that you can’t follow trends – you have to invest…
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  • replay
    replay
    July 29, 2019

    Lunch with Lew – July 2019 Replay

    July 29, 2019
    The replay of the Lunch with Lew Conference Call from July 24, 2019 is now available.  In this call, CEO Lew Altfest addresses the economic outlook and new approaches to stock selection, including factor investing, liquid alternatives and private real…
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  • video
    video
    July 26, 2019

    Altfest Answers: The Upper East Side Endocrinologist with an Estate Plan Problem Video

    July 26, 2019
     Altfest Answers is a video series that uses hypothetical scenarios to take a look at the impact comprehensive wealth management can make on the real lives of clients and their families. In this episode, “The Upper East Side Endocrinologist…
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  • award-recognition
    award-recognition
    July 24, 2019

    Andrew Altfest Named to “America’s Top Next-Gen Wealth Advisors” by Forbes Award Recognition

    July 24, 2019
    We are pleased to announce that Andrew Altfest, CFP® has been named to Forbes’ 2019 list of “America’s Top Next-Generation Wealth Advisors”. This is Andrew’s third year receiving the recognition, having been selected from nearly 30,000 nominations. The list represents…
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  • award-recognition
    award-recognition
    July 19, 2019

    Altfest named to Financial Advisor’s 2019 Annual RIA Ranking Award Recognition

    July 19, 2019
    We are pleased to announce that Altfest Personal Wealth Management has been named to Financial Advisor’s 2019 Annual RIA Ranking. The ranking is based on 2018 year end assets under management (AUM). At a time when markets were sliding and…
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