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Tips for Managing Company Stock Awards

May 24, 2023 Dan Trumbower In the News

"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

Ted Quoted in MarketWatch's "The Advicer" Column

March 20, 2023 Ted Halpern In the News

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.

Halpern Financial Makes the WealthManagement.com’s RIA Edge 100 List

February 10, 2023 In the News

“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.”

The Washingtonian Names Ted Halpern in the Top Wealth Advisers Hall of Fame

February 1, 2023 Ted Halpern In the News

Join us in congratulating our Founder and President, Ted Halpern, for his induction into the Washingtonian Magazine Top Wealth Adviser Hall of Fame 2023!

Melissa Sotudeh Quoted in CBS News

December 5, 2022 Melissa Sotudeh In the News

Melissa weighs in on some ideas for personal finance gifts for this time of year.

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