How to Use Your Portfolio to Save on Taxes All Year
Learn Kirsty Peev's tax-efficient portfolio tips.
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34 posts matched your search
Learn Kirsty Peev's tax-efficient portfolio tips.
Portfolio Manager Kirsty Peev shares an simple, constructive way to manage your attitude and emotions about investing.
Kirsty Peev, CFP® explains both why and how portfolios should be diversified.
Don't poke the bear. Kirsty Peev, CFP® explains our thinking about the current market environment and the role of bonds.
Kirsty Peev, CFP®, explains the detriments of market timing--as well as the types of timing that have a positive effect on your portfolio.
Kirsty Peev, CFP®, explains the difference between equal-weight and market cap-weighted funds, and what it means for investors.
While we don't advocate picking and choosing countries for investment--Kirsty Peev, CFP®, explains why many people could benefit from international exposure.
Ted Halpern and Kirsty Peev share fascinating parts of NYSE history--including when they participated in it!
Kirsty Peev, CFP®, reviews a few events that have caused market crashes...and explains just how common market downturns are.
Portfolio Manager Kirsty Peev, CFP®, shares how investors can create a promising future for themselves in her monthly column.
"Investors should not be adjusting their plan just because stocks are doing well," says Kirsty Peev, CFP.
Corrections, predictions, and indexing, oh my! Listen to an interview with Ted and Kirsty on the Stratosphere Investing podcast.
Portfolio Manager Kirsty Peev is quoted in this article about ways to maximize the value of your 401(k).
In a world of FOMO, traditional investment risks aren't the only ones you need to be aware of. Portfolio Manager Kirsty Peev explains.
Kirsty Peev's first column in U.S. News & World Report shares how to get your finances in top shape.
Bitcoin's recent gains are thrilling to watch--but as our Portfolio Manager Kirsty Peev, CFP notes, "for the average person, the benefit of encrypted, fully anonymous financial transactions does not yet outweigh the risk to use it."
Kirsty Peev, CFP, explains why annuities are not typically recommended in our current environment.
Kirsty Peev, CFP®, shares a piece of year-end advice for mutual fund owners.
“The problem is not with Morningstar publishing this information — the problem is with how people use the data,” said portfolio manager Kirsty Peev at Halpern Financial.
After another strong quarter, Portfolio Manager Kirsty Peev, CFP®, details developments in individual asset classes and the economy overall.
On her 15-year anniversary with Halpern Financial, Portfolio Manager Kirsty Peev, CFP®, reflects on the simple investment lessons that have made a difference.
Portfolio manager Kirsty Peev explains how rebalancing is a powerful tool to keep your investments on track.
Enjoy Portfolio Manager Kirsty Peev's analysis of the past quarter and a look forward to opportunities in the quarter ahead.
Kirsty Peev's investment commentary emphasizes the importance of a diversified approach, especially in an investment environment with a lot of unknowns.
Portfolio manager Kirsty Peev explains low-volatility smart beta funds, which are growing in popularity and pose an alternative to overly trendy themes.
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.
Kirsty Peev, a portfolio manager at Halpern Financial Inc. in Ashburn, Va., says she shuns high-yield bond ETFs, which often trade “on the roller coaster of short-term investor emotion,” preferring high-yield mutual funds instead.
Kirsty Peev explains how Brexit and heightened volatility affected our investments across a range of asset classes.
Portfolio Manager Kirsty Peev explains what happened in equities, fixed income, and alternatives over the past quarter.
Portfolio Manager Kirsty Peev explains what happened in equities, fixed income, and alternatives over the past quarter.
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.
Our Portfolio Manager, Kirsty Peev, CFP®, was recently 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.
What's the difference? Portfolio Manger Kirsty Peev, CFP, shows how slim the margin of error is for traders.
Did you know that every minute, 205.6 million emails are sent, 422,340 tweets are posted, and 400 hours of Youtube content are uploaded? Find out what that means from a portfolio perspective with this blog from Halpern Financial's Portfolio Manager, Kirsty Peev, CFP(r).