At Halpern Financial, this is simply business as usual. We are committed to putting our clients first, and we have been operating under a fiduciary standard for over 20 years. We made this commitment voluntarily and have always held the fiduciary standard as a core principle of how we conduct business.
Following our fiduciary oath means we shall:
- Always act in our clients' best interest with good faith and candor.
- Be proactive in disclosing any conflicts of interest that may impact a client.
- Be completely transparent about our fee structure.
- Not receive compensation contingent upon the purchase or sale of a financial product.
If you would like to learn more about the Department of Labor's ruling, we would like to provide you with a few helpful resources:
- Department of Labor Fiduciary Ruling Fact Sheet
- What it Means for Investors: Rules for Financial Advisers Are Changing
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Halpern Financial, Inc.), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Halpern Financial, Inc.. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Halpern Financial, Inc. is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Halpern Financial, Inc.’s current written disclosure statement discussing our advisory services and fees is available for review upon request.