Blog, News & Updates from the Alpha Team
May 28, 2019 CNBC by Lorie Konish Climate change could dramatically alter the value of real estate investments. And that goes for real estate investment trusts, companies that own income-producing real estate, if they do not shift their investment strategies to address growing risks, industry experts say. A 2018 report found that 35% of REIT properties have geographic …
2019 RANKING & REVIEWS BEST ASHEVILLE & CHARLOTTE FINANCIAL ADVISORS 2019 Ranking | Finding the Best Wealth Management Firms in Charlotte & Asheville These two cities in North Carolina have one big thing in common, both Charlotte and Asheville have gone through major growth in the last several years. They’re about 130 miles apart and make up one of the …
April 5, 2019 CNBC by Alicia Adamczyk Financial experts have long considered Roth IRAs ideal investment vehicles for young workers. And with tax rates as low as they’re likely to be for the foreseeable future thanks to the 2017 Tax Cuts and Jobs Act, there has never been a better time to contribute to one, experts agree. Especially because it is almost …
February 8, 2019 InvestmentNews by Marc Schoeff Jr. Financial advisers bear bad news related to the state and local tax deduction that could surprise clients Financial advisers and accountants for people who live in high-tax states will be delivering a difficult message over the next few weeks: You’ll pay more in taxes. The reason for the increase is a …
February 7, 2019 WBTV by Bria Bell CHARLOTTE, NC (WBTV) – Many of you woke up to the news of the BB&T and Suntrust merger and the decision to headquarter in Charlotte. The two companies have not said what the name of the new bank will be. The $66-billion dollar all-stock deal will make the company the sixth largest …
October 4, 2018 Wharton Business Radio Hosts Peter Cappelli and Dan O’Meara are joined by Ann Gugle (Principal, Alpha Financial Advisors, LLC) on the Thursday, October 4, 2018 edition of In the Workplace. In the Workplace: October 4, 2018
October 3, 2018 Kiplinger’s Personal Finance by Anne Kates Smith Successful savers have prospered by living below their means. Frugality often becomes a preference—sometimes to an excessive degree. It’s no secret that many Americans have not saved enough for retirement. But here’s the flip side of the coin: retirees who don’t spend enough of their savings. A recent study by …
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
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 …
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 …
