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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.
While consumer sentiment can provide valuable information about consumer behavior and spending habits, it is only one of many factors that can influence stock market returns.
Join us in congratulating our Founder and President, Ted Halpern, for his induction into the Washingtonian Magazine Top Wealth Adviser Hall of Fame 2023!
How do you keep a wealthy mindset when so much doom and gloom is monopolizing the headlines?
We are pleased to announce that the International Association of Registered Financial Consultants (IARFC®) has again awarded Ted Halpern the “Ethics Approved Status” for 2023 for his adherence to the IARFC Code of Ethics.
A Bear Market is a Bear Market is a Bear Market
Halpern Financial's Ted Halpern, Melissa Sotudeh, and Dan Trumbower have all been named this month among the "Top Financial Professionals" for 2022 by Northern Virginia Magazine.
After years of rates hovering near zero, a rising rate environment is unfamiliar territory for many. But that shouldn’t be cause for alarm. In fact, it could be cause for celebration...
Ted gives some tips in The Wall Street Journal on what people should do to prepare for a recession.
When is it a good idea to sell something of personal value to you for the sole purpose of “making money” off of it?
Ted Halpern gives his advice on one thing to be sure to do before leaving behind your steady paycheck.
We are proud to announce that three of our distinguished advisors were named 2022 Washingtonian Top Financial Advisers.
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.
No matter how much you make or how high your net worth, not having a feeling of comfort or confidence in your finances—and your future—can take quite the emotional toll.
Planning For the Empty Nest
Congratulations to Ted, Melissa, and Dan on being named among the 2021 Top Financial Professionals!
The Gender Expense Gap and 3 Other Tips for Sending Your Freshman to College
These steps will help you to weather the storm--and plan for the next sunny day.
When you have no more rungs on the career ladder to climb, it's time to reframe your motivation to move forward.
In Q1, we experienced the fastest-ever bear market and recovery. In Q2, as prices have recovered, we enjoy the benefits of a risk-adjusted strategy.