| Similar Articles |
|---|
 |
Financial Advisor
October 2004
David Drucker |
When Your Partner Is Your Spouse Do the traditional gender roles of the 1950s carry over to the office when husband and wife financial advisors work together? Here are three representative situations.   |
Financial Planning
September 30, 2013
Charles Paikert |
Lifetime Achievement: Lew & Karen Altfest The success of Altfest Personal Wealth Management is highlighted in this article. |
Financial Planning
July 1, 2011
Nancy R. Mandell |
Family Affair Lucky you, if like Janet Briaud, Judi Brown, Lew and Karen Altfest, and Ron Weade, your business-minded child is willing and able to join you in your practice and keep the lights on when you retire. |
Investment Advisor
February 2007
Robert F. Keane |
Catching up with... Lew Altfest An interview with the associate professor of finance and author of Personal Financial Planning, which is already being adopted in college classrooms around the country, about Total Portfolio Management. |
Financial Planning
December 1, 2007
Jim Grote |
High Net Worth: Practice Profile: The Listener Karen Altfest uses her fine-tuned interviewing skills to help solve the financial issues of her predominantly female clients. |
