At Halpern Financial, we can help you to optimize your charitable giving from a portfolio management perspective—but in this post, we wanted to highlight a different way to give.

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.

If you’re looking for something fun to do as summer winds down, consider going back to school just like all of the kids this week through a program like Oasis, a community college, or senior center. Except this time, you can skip straight to the electives you wish they had offered while you were in school!