Blog, News & Updates from the Alpha Team
March 9, 2018 InvestmentNews by Jeff Benjamin Most tax professionals will acknowledge that the eight weeks leading up to April 15 is the most exhausting time of year. But some financial advisers are still willing to jump into the grind of tax season because it represents a near-certain gateway to a sturdier and more diversified planning business. “I refer to this time …
March 5, 2018 Crescent-News by Janet Kidd-Stewart Tribune News Service (TNS) Airline workers have the best 401(k) retirement plans, a new study claims, but that’s little comfort to Capt. Mike Burr, a 60-year-old American Airlines pilot still on the job after years of contract concessions, pay cuts, a pension freeze and a 2011 bankruptcy filing. Delta, American, United and …
February 22, 2018 Barron’s While most advisors recognize that volatility can be a good thing, many clients don’t share the same opinion. But calling them with rout advice about how to weather the storm isn’t necessarily the best course of action. That’s according to several veteran advisors interviewed by Financial Advisor. “It’s important to always be in front of the conversation …
January 26, 2018 NBC News by Ben Popken Homeowners in areas with high state and local property taxes are hopping mad after the new federal tax bill passed — and now Democratic governors in some of those states are fighting back. New Jersey and Connecticut joined New York in suing the federal government over the new GOP-led tax overhaul plan …
December 11, 2017 FinancialPlanning by James Thorne When Sara Stanich was pregnant for the first time, her unborn child already had a college savings account. Stanich had received a gift from her in-laws and wanted to put the money toward college savings. She looked at the rules for 529 accounts, which allow for tax-free growth on savings for qualified higher …
September 29, 2017 Bloomberg by Charles Stein David Herro’s mutual fund lost 9.7 percent on June 24, 2016 — a huge one-day drop for a diversified portfolio. British voters had just approved Brexit and investors deemed it a disaster for European banks, a big part of Herro’s Oakmark International Fund. Herro disagreed. “I don’t think the intrinsic value of these …
August 1, 2017 Dallas News by Liz Weston, NerdWallet Gary Sidder set up Roth IRAs for his sons when they turned 13. Each year, the certified financial planner and his wife, Francie Steinzeig, a school psychologist, contributed an amount equal to whatever the two boys earned cutting lawns, shoveling snow and doing odd jobs. As the sons’ earnings increased, so …
July 26, 2017 Wall Street Journal by Jason Zweig, Anne Tergesen, and Andrea Fuller Ann Gugle of Alpha Financial Advisors contributed to this article that appeared in the Wall Street Journal. To read the entire article, please go to: https://www.wsj.com/articles/talk-is-cheap-automation-takes-aim-at-financial-advisersand-their-fees-1501099600
June 14, 2017 Money Magazine by Kerri Anne Renzulli Love knows no age, right? Maybe that’s why 5% of first marriages and 20% of remarriages are between individuals with a difference of 10 years or more in their ages, according to Pew Research Center. And with remarriages on the rise, we can expect to see more unions that look like those of President …
June 19, 2017 Congratulations to Megan Rindskopf Lokitis on being named to Investment News’ 40 Under 40 for 2017. Megan is such an important part of Alpha Financial and we are thrilled that she has received this recognition for her hard work and contributions to Alpha Financial and the financial planning profession. http://www.investmentnews.com/section/40-under-40/2017/profile/33/Megan-Rindskopf See Important Disclosure Information
