facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Insights

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.

Subscribe here! 


Present Day Nostalgia Thumbnail

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!

Read More
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?

Read More
Observations From 20 Years with the Halpern Financial Family Thumbnail

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.

Read More
240-268-1000