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Financial education doesn't have to be boring. Learn how to live your best financial life with popular blog topics from Halpern Financial. When you subscribe, you will receive a welcome email as well as all future blog posts on personal finance and wealth management. Click the button below to sign up.

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Present Day Nostalgia

Most of us experience nostalgia for the ‘good old days’ – without having known in the moment to stop and enjoy the time then. In the spirit of present-day nostalgia, I offer up a couple of times in recent history that we would have done well to appreciate things as they were then….from a financial standpoint!

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Giving Tuesday

As Giving Tuesday approaches, we encourage you to think about how you or your company can give to local or national charities whose values align with your own. After all, this is how we can make the greatest impact, by using our resources to support the things that really matter to us.

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Should I Invest Now?....or Later? (or Both?) Thumbnail

Should I Invest Now?....or Later? (or Both?)

As investors, even when we have designed an appropriate target mix of equities and bonds for our portfolio, we are faced with the challenge of when to invest. Should you invest only when the market is low? Only when it is high? Or all the time?

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Restricted Stock Units - "Vest Day is the Best Day!" Thumbnail

Restricted Stock Units - "Vest Day is the Best Day!"

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.

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Observations From 20 Years with the Halpern Financial Family

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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