Firm Communications
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Ryan Graham quoted in USA Today
In, “Money tips for the new year: Here are 21 ways to reduce debt, build an emergency fund in 2021,” Ryan Graham, CFA, CFP® shares his tips for starting fresh with your finances in 2021. Click Here to read the…
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Karen Altfest named to Crain’s New York Business 2020 Notable Women in Financial Advice
Crain’s New York Business has acknowledged Karen C. Altfest, Ph.D., CFP® as a notable woman in financial advice. This is Karen’s third time being recognized by Crain’s. Crain’s writes, “Altfest entered financial planning in the 1980s, when few women were…
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Lewis Altfest quoted in MarketWatch
In MarketWatch’s “Only these five dividend stocks made the cut in a ‘safer and better’ screen,” CEO Lewis Altfest, Ph.D, CFA, CFP®, CPA, PFS is quoted on his approach for selecting income stocks. Click here to read the full article.
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Post-Election Lunch with Lew – November 12, 2020
During the Lunch with Lew webinar on November 12, 2020, CEO Lew Altfest, Ph.D., CFA, CFP®, CPA, PFS discussed Biden's political outlook and how it may impact the economy, the market, and your wealth management plan. Click below to watch…
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WEBINAR Doing Well While Doing Good: Investing for a Better Future
On Wednesday, October 28, 2020, Senior Financial Advisors Steven Novack and Ben Lake shared their insights on impact investing including: The evolution of the socially responsible investment landscape The Altfest approach to impact investing Implementing impact investment strategies Below is…
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Andrew Altfest quoted in InvestmentNews
In “When the Going Gets Tough the Tough Get Going,” Andrew Altfest discusses how in a post-COVID world, advisors are being forced to rethink their approach to client acquisition. Click Here to read more.
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Karen Altfest featured in The Wall Street Journal
In a Wall Street Journal article titled, “Thinking of Quitting Your Job? Here’s What Working Mothers Should Know,” Karen shares insight on what working parents should consider before making the often-challenging decision to leave their jobs. Click here to read…
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Andrew Altfest featured in Barron’s
In an article titled, “Reinventing Marketing for the Pandemic Era,” Andrew discusses how embracing digital marketing has led to the best prospecting year ever. Click here to read the article.
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Table for One, Please! Estate Planning Tips for the Independent Woman
On Tuesday, October 13, 2020, attorney Jessie Jamar, B.C.L, LL.B., joined Altfest Executive Vice President Karen Altfest, CFP®, Ph.D. to discuss important financial areas for widows to address after losing a loved one. As part of Karen Altfest’s Loss of…
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