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Financial education doesn't have to be boring. Learn how to live your best financial life with popular blog topics from Halpern Financial. When you subscribe, you will receive a welcome email as well as all future blog posts on personal finance and wealth management. Click the button below to sign up.

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What 2022 Taught Us About Investing Thumbnail

What 2022 Taught Us About Investing

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.

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Present Day Nostalgia

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!

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Should I Invest Now?....or Later? (or Both?) Thumbnail

Should I Invest Now?....or Later? (or Both?)

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?

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Observations From 20 Years with the Halpern Financial Family Thumbnail

Observations From 20 Years with the Halpern Financial Family

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.

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