Couples and Money: When Together Is Better

December 23, 2019 Kiplinger Magazine by: Miriam Cross If you’ve been married for a few years, you and your spouse have probably figured out which expenses and bank and credit accounts to share and which to keep separate. But when it comes to your big-picture finances–such as getting the most out of your retirement plans, coordinating health coverage and lowering …

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How to Advise Clients on the Expat Experience

October 27, 2016 Wall Street Journal Ann Reilley Gugle was featured in an article addressing the experience of working and living abroad as an expatriate.  Ann is the principal and chief executive of Alpha Financial Advisors in Charlotte, N.C.  *** You can read the full article from The Wall Street Journal, here

Individual Investors Wade In as Stocks Soar

March 10, 2017 Wall Street Journal Ann Reilley Gugle was featured in an article addressing how individual investors are handling the US stock market hitting new all-time highs. The article includes insights from a particular client of Alpha Financial.  Ann is the principal and chief executive of Alpha Financial Advisors in Charlotte, N.C.  *** You can read the full article …

This Is Why More People Are Investing, Not Spending, Their HSA Health Care Savings

March 20, 2017 Investor’s Business Daily by Donald Jay Korn Most people who contribute to health savings accounts are setting aside tax-free money to use for medical expenses as they arise. But a growing number of HSA members can afford to invest contributions in stocks, mutual funds and other investment vehicles. According to the 2016 Year-End Devenir HSA Research Report, …

Three Financial Advisers Discuss 2015 Outlook

December 15, 2014 Wall Street Journal by Daisy Maxey How Investors Can Prepare for Increased Volatility and Tax Issues Stocks have enjoyed an unprecedented rally since the end of recession in 2009, but many investors are bracing for an interest-rate hike that could shake U.S. stock and bond markets in 2015. Global turmoil, meanwhile, looks set to continue in the …

Here’s what might happen if Trump rolls back the new financial advisor rule

February 22, 2017   KHOU by KHOU Staff   A rule that would require financial advisers to act in their clients’ best interests is another regulation facing a possible rollback by the Trump administration. The “fiduciary rule,” which has been in the works for over a year, is scheduled to finally go into effect in April. The rule aims to change how …

How to Find the Right Financial Adviser for You and Your Money

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 …

Going Beyond Referrals to Win Clients

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. …

7 Bad Investing Habits That Are Holding You Back

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 …

Advisers Dump Bond Proxies as Rate Hike Looms

March 23, 2015 Wall Street Journal   John Gugle of Alpha Financial Advisors in Charlotte, NC was mentioned in an article addressing how financial advisors were making changes to the bond side of their client portfolios.  John is a principal and owner at Alpha Financial Advisors in Charlotte, N.C. *** You can read more of this article at: http://www.wsj.com/articles/financial-advisers-dump-bond-proxies-as-rate-hike-looms-1427117105