Our Approach
Aligning your wealth and your life is much more than simply managing your investments. Take a moment to learn more about the Halliday Wealth Approach.
Learn MoreOur Expertise
Professionals have a unique set of challenges: balancing life and work, succession planning, being proactive about the future. We partner with professionals to help ease the burden and work to help them attain a level of balance that may be missing.
Learn MoreOur Services
Halliday Financial provides strategies designed for provision of the highest quality services. We highlight the most important goals in your financial life and the best way to achieve them.
Learn MoreNewsletters
-
Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
-
Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
-
The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
-
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
Calculators
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Lease Payment
How much would your monthly lease payment be?
-
Savings Accumulation
Estimate the future value of your current savings.