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Halpern Financial: The Best of 2015 Thumbnail

Halpern Financial: The Best of 2015

We hope you have enjoyed the first year of the Halpern Financial blog. As we look back on 2015, a year where we received a record amount of media attention and started regularly publishing our own articles, we wanted to revisit some of the best posts of the year. Enjoy!

Media Mentions

The Key Characteristics Clients Want in an Advisor

10/1/2015, Investopedia

 Ted Halpern and Melissa Sotudeh weigh in on the value financial advisors can bring to clients.


High-Yield Jitters Lead Some Advisers to Sell ETFs

7/30/2015, Wall Street Journal

Our Portfolio Manager, Kirsty Peev, CFP®, was quoted by the Wall Street Journal in a piece about how the upcoming rising rate environment is causing some financial advisers to panic and sell high-yield bond ETFs.


"Paying for College" interview on Martinis and Your Money Podcast

10/16/2015, Martinis and Your Money

Wealth Advisor and CFP® Melissa Sotudeh appeared on the Martinis and Your Money podcast for a conversation with Shannon McLay about all of the factors that go into college funding.


Must-Read Posts from the Halpern Financial Blog

Trick Yourself into Making Good Financial Decisions Automatically


Multiple studies have shown that when you swipe a card as opposed to physically giving away cash, you tend to spend more. This is nothing new. But have you ever considered how the tendency to spend electronically without really thinking about it could help your finances as opposed to harming them?


Commission, Fees, and Expenses: What’s the Difference and Why Should You Care?


As an investor you should examine every cost associated with your financial life.



Vacation Homes: Making Decisions in Landscape View


Should you buy a vacation house? It all depends on what you want your net worth landscape to look like.


Helpful Whitepapers and Infographics


If you ever have any questions, comments, or suggestions for future posts, don’t hesitate to reach out to our Communications and PR Coordinator, Carla LaFleur.

We look forward to bringing you even more helpful content in 2016!


Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Halpern Financial, Inc.), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Halpern Financial, Inc.. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Halpern Financial, Inc. is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Halpern Financial, Inc.’s current written disclosure statement discussing our advisory services and fees is available for review upon request.