Client Access
Altman Advisors | Building Financial Legacies Across Generations

Knowledge Center

Practical Advice from Your Wealth Partners

14 Items You Could Be Itemizing to Lower Your Tax Bill

Ethan Goff, Managing Partner, Director of Operations, Director of Marketing and Sales 16/03/2026

Three Headlines Driving Investor Emotions in 2026

Michael Santarelli, MBA, CIMA®, Managing Partner & Sr. Portfolio Manager 27/02/2026

The Seven Superpowers Private Equity Brings to Long Term Investors

Amy Weigand, CFA®, Director of Asset Management Group 13/02/2026

Productivity’s Powerful Signal: What It Means for Markets and the Economy

George Rudawski, MSFE, MBA, CFA®, Partner & Senior Portfolio Manager 30/01/2026

Fed Holds Policy Rate Steady as Labor Market Cools and Housing Activity Reawakens

Benjamin Altman, CFP®, CEO and Chief Investment Officer 28/01/2026

NAR Pending Home Sales: December Contracts Drop 9.3% as Low Inventory Cools Buyer Activity

Benjamin Altman, CFP®, CEO and Chief Investment Officer 21/01/2026

5 Investment Lessons 2025 Made Impossible to Ignore

Michael Santarelli, MBA, CIMA®, Managing Partner & Sr. Portfolio Manager 15/01/2026

November PPI Steady, Retail Sales Surprise to the Upside

Benjamin Altman, CFP®, CEO and Chief Investment Officer 15/01/2026

Labor Market Resilience: JOLTS Openings Stable, ADP Payrolls Surprise to the Upside

Benjamin Altman, CFP®, CEO and Chief Investment Officer 08/01/2026

10 Reasons Why Donor Advised Funds Are a Smart Way to Give Back

Ryan Safko, CFP®, CIMA®, AWMA®, Advisor & Family Office Planner, Family Office Group 31/12/2025

Advance Monthly Sales for Retail and Food Services: Gauging the Pulse of U.S. Consumer Demand

Benjamin Altman, CFP®, CEO and Chief Investment Officer 18/12/2025

Capital Spending Discipline in the Age of AI

Amy Weigand, CFA®, Director of Asset Management Group 15/12/2025

Labor Market Remains Stable as Job Openings Hold Steady

Benjamin Altman, CFP®, CEO and Chief Investment Officer 11/12/2025

ADP National Employment Report: Private Sector Sheds 32,000 Jobs in November as Pay Growth Slows to 4.4%

Benjamin Altman, CFP®, CEO and Chief Investment Officer 04/12/2025

Year-End Financial Planning Checklist: 4 Smart Moves to Consider Before the Year Ends

Benjamin Altman, CFP® ,CEO & Chief Investment Officer 30/11/2025

Small Business Sentiment Eases but Holds Above Long-Term Average

Benjamin Altman, CFP®, CEO and Chief Investment Officer 14/11/2025