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Search results for: Ted Halpern

133 posts matched your search

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Observations From 20 Years with the Halpern Financial Family
Kirsty Peev

This month I celebrate my 20 year Anniversary as part of the Halpern Financial family. As I approach this happy milestone, I reflect back on everything I have experienced during the past 2 decades, and the changes I have observed in stock markets, in the wealth management industry as a whole, and even within our business here at Halpern Financial.

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HFI Summer 2022 Bucket List

Summer is officially in full-swing and we at Halpern Financial are saying, "Let's have some fun!" Whether you're local to our area or just in town for a visit, check out some of our team's favorite experiences, events, eats and drinks.

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U.S. News & World Report: When You and Your Financial Advisor Disagree
In the media

"I think communication is so critical that I hired a full-time writer for our staff," says Ted Halpern, president and wealth advisor at Halpern Financial in Rockville, Maryland. "Customizing a portfolio and providing advice is terrifically important. But if the client doesn't understand it, then they're not going to follow the financial plan and they're not going to benefit as much."

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Manta: How to Hire a Financial Advisor
In the media Ted Halpern

“Small business owners need a financial advisor who will put the best interest of the business owner first, and has the expertise to accomplish that. He or she should be able to help with business cash flow and taking advantage of tax strategy as a business owner,” said Ted Halpern.

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Halpern Financial’s 3 Tips to Tackle Wall Street
Community Investments

Most people want an advisor who keeps up with the latest investment news and innovations. But they also want someone who will steer them away from bubbles and fads, and help them to stick to their long-term financial plan. How do advisors walk that line? Well, at Halpern Financial, we do a lot of critical research. And sometimes, we even go directly to the center of the financial world to find it.

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Read All About Us
In the media

It’s been a very newsworthy year—Halpern Financial team members have been quoted in the media or authored personal finance columns 21 times (and counting!) so far in 2016.

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Halpern Financial: The Best of 2015
In the media Get to know us

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!

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5 Financial Tips for New Parents
Families How-To

At Halpern Financial, we have personal experience of all the joy and excitement that new little ones bring…as well as the late nights and higher expenses. We can’t help with the late nights, but we can share advice on how to budget for a new baby.

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The Return of Volatility
Investments Risk

As Halloween approaches, don’t be afraid of volatility. At Halpern Financial, we are well prepared with portfolio strategies that use diversification across several asset classes and sub-asset classes to smooth out the effect of the ups and downs of the equity market.

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6 Financial Concepts You Can Use Every Day
Personal Finance

Financial jargon often sounds horribly dry, but at Halpern Financial, we get excited about it because the concepts they represent can have such a big impact on everyday life. These aren’t just terms to be learned for a test or that wealth advisors use only at work. These ideas can help you save money, gain financial security and find opportunity.

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It's All Greek to Me
News

You may have seen recent headlines out of Greece and wondered what the impact, if any, could be on your own investment landscape. We wanted to provide a brief update on the situation from our perspective at Halpern Financial.

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