The first half of 2019 has been exceptional. Learn what happened over the past quarter from Ted Halpern and Kirsty Peev's analysis.

Halpern Financial is proud to be recognized by the Financial Times as one of the top 300 RIAs in the country.

Aaron Clarke, CFP® explains why it is important for investors to have a plan and work that plan for the long term.

There’s always something new to learn in the world of investments and personal finance. Recently, one of our clients alerted us to a practice we think everyone should try—the financial fire drill.

No matter what the letter of the law is from the SEC, we will continue to surpass the SEC Best Interest Rule and adhere to the strictest definition of a fiduciary per the CFP Board’s code of Ethics and Standards.

Tracking your net worth can provide helpful information as you make important financial decision.