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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.
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 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?
This month I celebrate my 20 year Anniversary as part of the Halpern Financial family. As I approach this happy milestone, I reflect back on everything I have experienced during the past 2 decades, and the changes I have observed in stock markets, in the wealth management industry as a whole, and even within our business here at Halpern Financial.
We love some good old-fashioned humor around here, so we’ve compiled this list of 8 ridiculous ways some investors make investment decisions and how you can make some wise ones.
Consider dollar-cost averaging and other investing strategies when markets reach new heights.
Learn Kirsty Peev's tax-efficient portfolio tips.
You probably learned some important lessons from recent market volatility--here's how to make the most of them.
Sometimes, an elegantly simple approach is the most effective.
Learn how to recognize and correct portfolio issues sooner rather than later.
Portfolio Manager Kirsty Peev shares an simple, constructive way to manage your attitude and emotions about investing.
Halpern Financial has long upheld a strict fiduciary standard of care for our clients. But recently, we made it official.
This might come as a surprise, but tax season isn't the only time you should be thinking about your taxes.
A rising market, paradoxically, can make investors incredibly nervous. Here are the steps you can take to avoid the common mistakes investors make during bull markets.
How can you tell which type of professional fits your needs and financial plan? Not all advisors offer the same level of ethics and service to investors.
Tracking your net worth can provide helpful information as you make important financial decision.
These steps will help you meet your investing goals and take a break.
Kirsty Peev, CFP® explains both why and how portfolios should be diversified.
Most people have multiple financial goals they are juggling. Here are the questions to ask yourself when deciding which financial goals to tackle first.
If you have an interest in optimizing your finances and learning how to be a smarter investor (and most likely you do, considering you are reading this!), it is important to consider some of the pros and cons of these one-size-fits-all funds.