Blog, News & Updates from the Alpha Team
January 9, 2017 CNBC by Tom Anderson The April 10 rollout of the Department of Labor’s contentious fiduciary rule is less than four months away. Republican lawmakers, however, want to wind back the clock. Rep. Joe Wilson, a South Carolina Republican, has introduced a bill that would delay the rule, which requires broker-dealers and financial advisors to provide advice in …
October 5, 2016 CNBC by Deborah Nason When it comes to updating benefit packages every October, “most people run for the hills,” said Mark Germain, certified financial planner and founder and CEO of Beacon Wealth Management. “They wait until the last minute and just check off the boxes. And they don’t always seek out advice, because they don’t understand the …
July 20, 2016 Kiplinger’s Personal Finance by Lisa Gerstner & Kimberly Lankford Financial advisers come in a confusing array of professional designations, with different fee structures and areas of expertise. Americans aren’t making the grade when it comes to managing their finances—or at least they don’t think they are. On average, U.S. households give themselves a C+ on their ability …
RANKING & REVIEWS BEST ASHEVILLE & CHARLOTTE FINANCIAL ADVISORS 2018 Ranking | How Do You Find a Reputable Financial Advisor in Charlotte or Asheville? Charlotte and Asheville are two areas in North Carolina where wealth is growing quickly, and there is an increasing need for Charlotte wealth management firms and Asheville wealth management firms. Clients need a Charlotte financial advisor …
April 15, 2016 Investor’s Business Daily by Morey Stettner April 6, the Labor Department issued a regulation to raise the standard for investment advice to retirement savers. Brokers and other financial professionals who help investors with retirement accounts must now act in the best interest of their clients. For those financial advisors registered with the Securities and Exchange Commission, the …
April 15, 2016 Money Magazine by Sarah Max Q: I want to save to buy a home in the next five to 10 years but don’t want to use a savings account since they pay so little. Where should I save? — Maria, New York City A: This is a dilemma, to be sure. With interest rates still so low, …
June 12, 2015 Wall Street Journal John Gugle was featured in an article that addresses how financial advisors handle the tricky situation of their clients going through divorce. John is a principal and owner at Alpha Financial Advisors in Charlotte, N.C. *** You can find the original Wall Street Journal article at: http://www.wsj.com/articles/when-clients-get-divorced-1434116143
U.S. News & World Report By Kate Stalter The tax advantages are appealing, but don’t overlook HSAs as a way to save for health care in retirement. Americans are generally aware of tax-advantaged investment vehicles such as 401(k) plans, individual retirement accounts and 529 college savings plans. But one instrument, the health savings account, isn’t as well known, although it …
May 11, 2015 Wall Street Journal Ann Gugle of Alpha Financial Advisors was featured in an article that dealt with financial advisors finding new clients and the unique ways that advisors build their practices. Ann has worked to build up clients among Americans working and living internationally. Ann is a principal and owner at Alpha Financial Advisors in Charlotte, N.C. …
March 23, 2015 U.S. News and World Report by Kate Stalter It isn’t a matter of that one “hot” stock you missed. It’s about having a big-picture mindset. Your mindset makes a big difference. When you reflect on the painful topic of your worst investing mistakes, what comes to mind? Do you think of a bad stock you held for too …
