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Ted, Dan, and Melissa Named 2024 Top Financial Professionals by Northern Virginia Magazine
This honor is particularly special as it reflects the high esteem in which they are held by their peers in the financial industry.
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This honor is particularly special as it reflects the high esteem in which they are held by their peers in the financial industry.
Congratulations to Our 2023 Five Star Wealth Manager Award Winner, Dan Trumbower.
"Dan Trumbower, a wealth advisor specializing in Incentive Stock Options, or ISOs, has seen it all when it comes to ISO-related pitfalls." -TheStreet
Halpern Financial is proud to announce that Ted, Melissa, and Dan have all been named Top Financial Professionals for 2023 by Northern Virginia Magazine.
Even highly paid executives need a good plan to maximize their earnings and navigate the complexities of executive compensation packages. Here's an action plan by our expert, Dan Trumbower, for executives to get the most this year and into the future.
Managing company stock awards is an important aspect of financial planning for executives. In this guide, Dan Trumbower provides valuable tips to help you understand your options and make the best choices for your financial well-being.
Got Incentive Stock Options (ISOs)? Here's why you should consider a “Stock Swap.” Check out Dan Trumbower's article publication this month in the Retirement Daily column of "TheStreet".
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.
Restricted Stock Units (or “RSUs”) continue to gain traction as part of company compensation plans. Not only are they a great way to incentivize employees with shares of company stock at future dates, but they are also a tremendous tool to help retain top talent from the employer perspective. Read Dan Trumbower's next article published in "TheStreet" to find out more.
Congratulations to Ted, Melissa, and Dan on being named among the 2021 Top Financial Professionals!
Dan Trumbower sheds some light on executive compensation strategies.
Dan Trumbower, CFP® explains how a Health Savings Account strategy can help retirees face the eventual cost of long-term care.
Dan Trumbower's inaugural column at The Street explains several executive compensation and retirement plan strategies.
Even if you're not getting free money from your employer,it's still a good idea to take advantage of tax-deferred compound growth, says Dan Trumbower, CFP®.
Spend, save, or invest? Dan Trumbower shares his recommendations.
Dan Trumbower comments on the coronavirus' effect on conferences for financial advisors.
Usually stocks and bonds move inverse to each other. Dan Trumbower, CFP® explains why that didn't happen in March.
Dan Trumbower's experience with the tornado that hit his hometown of Monrovia, MD--and the insurance claims afterward--was featured on CNBC.
Dan Trumbower explains how reaching out to clients during stressful times in the market can allay investor fears and improve outcomes.
Make sure to put on your own oxygen mask first, says Dan Trumbower, CFP®. That way you'll be stable and able to support others.
Figuring out what you need to gain peace of mind and strength testing your portfolio are excellent ways to alleviate retirement worries, says Dan Trumbower.
Dan Trumbower, CFP® explains why evaluating your insurance this year could be a worthwhile financial resolution.
Dan Trumbower, CFP® explains how important it is for people to think about the tax environment when deciding where to retire.
Dan Trumbower reflects on investment lessons learned as this decade comes to a close, and looks forward to the next decade.
Please join us in welcoming Dan Trumbower to the Halpern Financial team!
Halpern Financial welcomes Dan Trumbower, CFP®.
Dan Trumbower, CFP® gives a few tips on how to have important financial conversations when they are most needed.
Dan Trumbower explains the difference between saving and investing--and why you should not invest savings that you may need in the short term.
In our current environment, value stocks are doing well--but Senior Wealth Advisor Dan Trumbower explains why changing your long term strategy is not wise.