Blog, News & Updates from the Alpha Team
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
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, …
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 …
February 13, 2017 Magnify Money by Katie Tiller The Dodd-Frank Wall Street Reform and Consumer Protection Act has been seen by many as legislation that helped dig the American economy out of the Great Recession by putting strict limitations on banks. Banks had to rein in their high-risk mortgage practices and meet stricter lending requirements. President Donald Trump has begun …
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 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
