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ArticleVideo: Lunch With Lew & Andrew, Navigating the 2023 Market

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Please scroll down to the bottom of this article for a replay of the latest Lunch with Lew.

In another periodic conversation with clients on January 25, 2023, CEO Lew Altfest and President Andrew Altfest discussed the key elements that shaped the 2022 market and their outlook for 2023. Andrew then went into detail regarding Altfest’s market strategy.


Andrew Altfest shared insights on investments that the firm favors in this environment, including alternative investments, which are less correlated to the stock market, bonds, the healthcare sector, and emerging market equities. Andrew also shared an update on the firm’s private real estate fund, Arden Woods, which is targeting attractive returns despite uncertainty in the stock market.

 


The following content reflects the opinions of Altfest Personal Wealth Management and our associates, and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as legal, tax or investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct.

Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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