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I’m an avid runner (if you’ve been around for a while, you already know this). I’m also passionate about helping our clients maintain a long-term focus on their portfolio — encouraging them to treat the process similarly to training for a marathon.
"It's important for executives to carefully manage any company stock awards. Our expert gives helpful tips to understand the options and make the best choices." -TheStreet
MarketWatch's "The Advicer" column asked, "My friend has a trust administered by his family’s long-time financial adviser, but he is ‘questioning his financial adviser’s motives.’ What's his move?" Check out the article to find out Ted's answer.
Join us as we explore the inspiring stories of women who have made a lasting impact on our world and celebrate their invaluable contributions to our society.
While consumer sentiment can provide valuable information about consumer behavior and spending habits, it is only one of many factors that can influence stock market returns.
“We developed the RIA Edge 100 to recognize the firms that are among the most successful in the business—while also growing in the right ways. These are the firms that are continuing to put clients first, while they invest in their businesses and their people as they navigate through a period of incredible growth.”
Join us in congratulating our Founder and President, Ted Halpern, for his induction into the Washingtonian Magazine Top Wealth Adviser Hall of Fame 2023!
Over the past three years, we have seen some unusual circumstances. From the global pandemic, to supply chain issues, to record-high inflation and war in Ukraine…there has been no shortage of events rattling the markets. But, 2022 was the first year of negative returns.
Many of you may have already heard about SECURE 2.0 Act of 2022 which was signed into law on December 29, 2022. The following is a brief outline of some of the provisions of SECURE 2.0 that are most likely to impact our clients – now and in the years to come.
How do you keep a wealthy mindset when so much doom and gloom is monopolizing the headlines?
"There is still hope for fixed-income investors. Hear from our expert on three ways investors can benefit from rising interest rates." -TheStreet
Melissa weighs in on some ideas for personal finance gifts for this time of year.
We are pleased to announce that the International Association of Registered Financial Consultants (IARFC®) has again awarded Ted Halpern the “Ethics Approved Status” for 2023 for his adherence to the IARFC Code of Ethics.
Most of us experience nostalgia for the ‘good old days’ – without having known in the moment to stop and enjoy the time then. In the spirit of present-day nostalgia, I offer up a couple of times in recent history that we would have done well to appreciate things as they were then….from a financial standpoint!
As Giving Tuesday approaches, we encourage you to think about how you or your company can give to local or national charities whose values align with your own. After all, this is how we can make the greatest impact, by using our resources to support the things that really matter to us.
A Bear Market is a Bear Market is a Bear Market
As investors, even when we have designed an appropriate target mix of equities and bonds for our portfolio, we are faced with the challenge of when to invest. Should you invest only when the market is low? Only when it is high? Or all the time?
Restricted Stock Units (or “RSUs”) continue to gain traction as part of company compensation plans. Not only are they a great way to incentivize employees with shares of company stock at future dates, but they are also a tremendous tool to help retain top talent from the employer perspective. Read Dan Trumbower's next article published in "TheStreet" to find out more.
Got Incentive Stock Options (ISOs)? Here's why you should consider a “Stock Swap.” Check out Dan Trumbower's article publication this month in the Retirement Daily column of "TheStreet".
Halpern Financial's Ted Halpern, Melissa Sotudeh, and Dan Trumbower have all been named this month among the "Top Financial Professionals" for 2022 by Northern Virginia Magazine.