Blog tagged as Financial Advisor

5 Things You Should Always Share With Your Financial Advisor

04/26/2023 10:33 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Not sharing what you need to with your financial advisor could result in problems with your financial future. Here are 5 things you should be sure to let your financial advisor know about.

5 Financial Goals for the New Year

01/11/2023 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Start the year off right by getting started on these five top financial goals.

Why is the Fed Interest Rate So Important?

12/14/2022 05:43 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

The Fed's campaign of raising interest rates can have a wide impact on the economy. In fact, it's designed to.

Are Your Finances Impacting Your Health?

12/01/2022 04:11 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Financial stress can negatively affect your health, but it doesn’t have to. If you have some financial trouble, take time to apply some self-care for your health care while you get the financial help you need.

Millennials Increasingly Turn to Human Financial Advisors

11/09/2022 03:00 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

A human financial advisor offering real comprehensive financial planning can make a big difference in your life.

The Anatomy of an Index: The S&P 500

11/03/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Since the S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Financial Advisor, Wealth Advisor, Investment Advisor: What's the Difference?

10/14/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

As you look for a financial advisor, you may come across different titles. Here are some of the key differentiators of the most common titles for advisors.

Is it Time for a Financial Advisor? Ask Yourself These 5 Questions First

10/13/2022 10:54 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

A financial advisor can be helpful in many situations. Before hiring one, ask yourself these questions.

7 Reasons to Stop DIY Investing and Hire a Financial Advisor

10/12/2022 05:51 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

If you've been a DIY investor, here are some signs it may be time to take the next step in your investing journey by hiring a professional.

Interest Rates Went Up, But Markets Rallied Anyway. Is the Bear Market Over?

07/28/2022 02:13 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Interest rates are up, GDP is down, and the economy might be in a recession. Still, stocks and crypto rallied. Does that mean the bear market is over?