Blog by Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

The Benefits of Advice-Only Financial Planning

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Navigating personal finance can be overwhelming, and many individuals seek expert guidance to make informed decisions about their financial future. While many financial advisors bundle financial planning with investment management, there is another model that is growing in popularity: advice-only fi...

08/09/2023 02:43 PM - Comment(s)

5 Steps to Determining Your Risk Tolerance

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

How much uncertainty you can live with? Do you prefer to sit back & watch the stock ticker? Asking yourself these kinds of questions will help better determine your portfolio risk tolerance.
06/14/2023 08:54 AM - Comment(s)

Should You Invest in Crypto? It's Not a Simple Answer.

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

In a digital era brimming with promises and uncertainties, the question lingers: Is investing in cryptocurrencies a game-changing opportunity or a perilous leap into the unknown?
06/01/2023 11:15 AM - Comment(s)

There's Financial Planning and Then There's REAL Financial Planning

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

When you look for a financial advisor, you have choices for your financial planning. Make sure you choose REAL financial planning.
05/24/2023 02:12 PM - Comment(s)

Why Your Financial Advisor Should Be a CFP

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

If you're looking for a financial advisor, working with a CFP can provide assurance that you're working with a qualified, ethical, and knowledgeable financial planning professional who has your best interests at heart.
05/01/2023 05:14 PM - Comment(s)

5 Things You Should Always Share With Your Financial Advisor

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

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.
04/26/2023 10:33 AM - Comment(s)

Bank Failures and Fractional Reserve Banking

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

With the recent bank failures, it's important to understand fractional reserve banking and how you can protect yourself against a bank failure.
03/13/2023 08:10 AM - Comment(s)

Why is the Fed Interest Rate So Important?

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

The Fed's campaign of raising interest rates can have a wide impact on the economy. In fact, it's designed to.
12/14/2022 05:43 PM - Comment(s)

Cryptocurrency Pitfalls to Be Aware Of

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Crypto has made a big impact on investing, but it’s important to consider some of its pitfalls before jumping in.
11/16/2022 08:03 AM - Comment(s)

Millennials Increasingly Turn to Human Financial Advisors

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

A human financial advisor offering real comprehensive financial planning can make a big difference in your life.
11/09/2022 03:00 PM - Comment(s)