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We are pleased to announce that the International Association of Registered Financial Consultants (IARFC®) has recently awarded Ted Halpern the “Ethics Approved Status” for his adherence to the IARFC Code of Ethics.
In November 2021, the IRS announced its latest upcoming changes to a range of widely used retirement plans.
While you might be thinking, "If it isn't broke, it doesn't need fixing", it is always worth your time to check your plan to see if it is still your best option.
Congratulations to Ted, Melissa, and Dan on being named among the 2021 Top Financial Professionals!
A simple guide to the current Coronavirus stimulus package benefits for you and your business--and how to apply.
Please join us in welcoming Dan Trumbower to the Halpern Financial team!
No matter what the letter of the law is from the SEC, we will continue to surpass the SEC Best Interest Rule and adhere to the strictest definition of a fiduciary per the CFP Board’s code of Ethics and Standards.
In everything we do, we follow the Golden Rule: we treat our clients as we would want to be treated.
Worried about market turbulence? Instead, focus on aspects of your finances within your control.
This bill is the largest set of changes to tax regulation in over a decade. We encourage you to work with your CPA to determine its impact on you.
It’s not surprising this important diversification lesson doesn’t really sink in for so many investors—even though it should.
The recent fiduciary rule broadens the scope of an advisor’s fiduciary duty—bringing the rest of the financial advisory industry closer to the way Halpern Financial has conducted business for nearly two decades.
Highlighting two crucial news items this week, and why you don't need to worry about either one.
Since the election, sleepy interest rates have come out of hibernation, and now the Federal Reserve has responded this week with a small, but long-awaited increase to the federal funds rate. We wanted to explain what to make of the current bond and interest rate environment.
Every day in the markets, prices are decided when the buyers line up with the sellers. The same thing happened on Tuesday, November 8 when the votes were counted.
Wealth advisor Ted Halpern explains that while the executive and legislative branches of our government do create long-lasting policy changes, there are more influential factors in driving equity returns than the party composition of our government.
Wealth advisor Melissa Sotudeh warns against forecasting, since the impact of Trump's policies will not be known until he has been in office a few months.
Today, the E.U. is like a mall that lost one of its big corner stores – Macy’s just gave notice that it is moving out. Other occupants are naturally nervous about what this means for them. Here in the U.S., we expect this to add to what we thought would already be a year with heightened volatility.
Homeowners considering a refinance may feel worried about the trickle-down effect that Fed actions may have on mortgage lending rates.
Debt can quickly expand due to the power of compounding, whether you’re a government or a family. And the only way to overcome debt is to reduce spending or increase income. A very simple solution, but not an easy one.