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Halpern Financial is proud to announce we have once again been included as one of the top Registered Investment Advisory firms this year on the list compiled by Financial Advisor Magazine.
"As a busy executive, you may be overwhelmed by several types of compensation and investment options. Our expert breaks it down so you can make the most of your money." -TheStreet
High net worth (HNW) individuals have unique financial landscapes, and with significant wealth comes distinctive challenges.
Compound interest may not be as flashy as a Powerball win, but it can indeed help you grow your very own jackpot.
Halpern Financial has been named to the 2023 list of the Top 20 Largest Wealth Management Firms in Greater D.C. by the Washington Business Journal.
Congratulations to Our 2023 Five Star Wealth Manager Award Winner, Dan Trumbower.
Halpern Financial is proud to announce that Ted, Melissa, and Dan have all been named Top Financial Professionals for 2023 by Northern Virginia Magazine.
When you think about your 20s, it is common to think about getting a career off the ground, figuring out a city that you want to live in, or potentially finding a partner to spend your life with. Personal finances can be an after-thought beyond getting bills paid and digging out from under student loans.
Join us in congratulating our Director of Advisory Services, Melissa Sotudeh, for her recognition in AdvisorHub's 2023 Advisors to Watch list!
At first glance, sports and finance don’t appear to have much in common. But after spending some time out on the golf course, the parallels might surprise you.
Managing company stock awards is an important aspect of financial planning for executives. In this guide, Dan Trumbower provides valuable tips to help you understand your options and make the best choices for your financial well-being.
Ted says it's important to make sure all your debt is manageable. Click to read the full article and find out more.
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.