Our Insights

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.

Subscribe here!

Q4 2018 Investment Commentary

January 7, 2019 Quarterly Commentary

The volatility in 2018 was certainly not pleasant, but it was expected. Learn how equities, bonds and international holdings weathered the turbulence and what to look for in 2019.

Q3 2018 Market Review

October 8, 2018 Quarterly Commentary

On the 10-year-anniversary of the financial crisis, Ted Halpern reflects on what has happened since then, and how to prepare for the road ahead.

Q1 2018 Market Review

April 1, 2018 Quarterly Commentary

The first quarter brought plenty of drama: in three acts. All three highlighted the importance of diversification.

Q3 2017: Market Review

October 6, 2017 Quarterly Commentary

Wealth Advisor Ted Halpern shares how personal events forced him to focus on what is truly important--and how to carry this lesson over to one's finances.

Q3 2017: Investment Commentary

October 6, 2017 Quarterly Commentary

After another strong quarter, Portfolio Manager Kirsty Peev, CFP®, details developments in individual asset classes and the economy overall.

Q2 2017: Investment Commentary

July 13, 2017 Quarterly Commentary

Aside from strong investment performance, Halpern Financial clients benefited from significant cost savings in Q2. Kirsty Peev dives into the details of each asset class.

Q2 2017: Market Review

July 13, 2017 Quarterly Commentary

Looking back at the past quarter and year-to-date, all asset classes have performed spectacularly. But what's next? Ted Halpern analyzes the market environment.

Q1 2017 Market Review

April 1, 2017 Quarterly Commentary

Ted Halpern's market commentary puts the past quarter in context with current events and investor behavior.

Q1 2017: Investment Commentary

April 1, 2017 Quarterly Commentary

Portfolio Manager Kirsty Peev explains what happened in equities, fixed income, and alternatives over the past quarter.

Q4 2016 Market Review

January 1, 2017 Quarterly Commentary

Ted Halpern's market commentary analyzes the impact of the election and Federal Reserve rate hike--both events that added clarity to the markets, and afford certain opportunities.

Q4 2016 Market and Investment Commentary

January 1, 2017 Quarterly Commentary

Enjoy Portfolio Manager Kirsty Peev's analysis of the past quarter and a look forward to opportunities in the quarter ahead.

Q3 2016 Investment Commentary

October 1, 2016 Quarterly Commentary

Kirsty Peev's investment commentary emphasizes the importance of a diversified approach, especially in an investment environment with a lot of unknowns.

Q3 2016 Market Review

October 1, 2016 Quarterly Commentary

Is market exuberance overblown at this point? Ted Halpern's market review of the third quarter dives deep into the recent highs.

Q2 2016 Investment Commentary

July 1, 2016 Quarterly Commentary

Kirsty Peev explains how Brexit and heightened volatility affected our investments across a range of asset classes.

Q2 2016 Market Review

July 1, 2016 Quarterly Commentary

Ted Halpern's review of the second quarter details the strategy for a volatile market.

Q1 2016 Market Review

April 1, 2016 Quarterly Commentary

Ted Halpern's market review for Q1 2016 emphasizes the importance of taking the long view.

Q1 2016 Investment Commentary

April 1, 2016 Quarterly Commentary

Portfolio Manager Kirsty Peev explains what happened in equities, fixed income, and alternatives over the past quarter.

Q4 2016 Investment Commentary

January 1, 2016 Quarterly Commentary

Kirsty Peev looks back on 2017, "the black swan that wasn't", and looks forward to a year of potential new equity highs and further fixed income rate hikes.

240-268-1000