On her 15-year anniversary with Halpern Financial, Portfolio Manager Kirsty Peev, CFP®, reflects on the simple investment lessons that have made a difference.

The recent fiduciary rule broadens the scope of an advisor’s fiduciary duty—bringing the rest of the financial advisory industry closer to the way Halpern Financial has conducted business for nearly two decades.

This week the blog is going to the dogs!

Since I ran my first marathon in 2011, the Boston Marathon has been a big goal for me. But life doesn’t always cooperate with the ideal path to your goals – financial or otherwise.

Robo-threat? Or robo-advantage?

Our Valentine to you!