Firm Communications
-
articleNovember 21, 2023How Can You Use Lifecycle Planning to Maximize Your Financial Potential as a Physician?
By Andrew Altfest, CFP®, MBA, President & Principal Advisor Altfest Personal Wealth Management If you’re a physician, you have unique personal financial planning needs unlike other professions. It’s like the practice of medicine—there’s a difference in treating professional athletes who…
READ MORE -
articleNovember 9, 2023
Behind the Business Case for More Female Advisors
As women amass more wealth, there’s a market for female financial advisors. Now it’s a matter of meeting the demand. By Gregg Greenberg | InvestmentNews From head count to AUM and board members, there are a multitude of ways to…
READ MORE -
articleNovember 3, 2023
Rethinking 65: Teach Women to Think for Themselves: Altfest
As part of that effort, give women clients more credit for what they can do and adjust how you think about them, says a leading advisor. By Karen Caplan Altfest | Rethinking65 Truth to tell, women have long been on my mind…
READ MORE -
articleNovember 1, 2023
Municipal Bonds Offer Fantastic Yields, Especially in These Four High-Tax States
By Philip van Doorn | Morningstar You can earn high yields on municipal bonds right now, while avoiding risk in the stock market. If you are an investor, assumptions built up during decades of low bond yields now have to…
READ MORE -
articleOctober 2, 2023
Altfest Recognized by Crain’s 100 Best NYC Workplaces for 2023
On Thursday, September 28th our firm was recognized by Crain’s 100 Best Places to Work in New York City for 2023. We’ve been fortunate to receive this award in 2020, 2022, and again this year. This award represents our commitment…
READ MORE -
articleSeptember 9, 2023
Asset Protection: A Pathway to a More Secure Future
By Keven DuComb, JD, MBA, Senior Financial Planning & Estate Specialist Altfest Personal Wealth Management When thinking about asset protection, many people, especially small business owners or professionals who run their own practice, may first consider their business assets.…
READ MORE -
articleSeptember 5, 2023
Is Now the Time for You to Invest in Real Estate?
By Andrew Altfest, CFP®, MBA, President At the comprehensive financial planning and investment management firm I lead, we work with many kinds of real estate investors. Some are looking to enter this asset class indirectly as part of their financial…
READ MORE -
articleAugust 29, 2023
Andrew Altfest, CFP®, MBA quoted in Financial Planning.com
Excerpted from article by Tobias Salinger on FinancialPlanning Being your own boss creates big opportunities for tax savings — but only if financial advisors and their clients understand all of the complex rules surrounding self-employment, experts said. Self-employed clients include…
READ MORE -
articleAugust 29, 2023
Lew Altfest, Ph.D., CFA, CFP, CPA, PFS quoted in Physician’s Weekly
Excerpted from Article in Physicians Weekly Market investments offer an excellent opportunity for physicians to earn passive income. However, it is not always easy to determine which investments may be most profitable. As such, many physicians lean on financial planners…
READ MORE
Load More...