Retirees, Go Ahead and Spend a Little (More)

October 3, 2018 Kiplinger’s Personal Finance by Anne Kates Smith Ann Gugle of Alpha Financial Advisors contributed to this article that appeared on Kiplinger’s Personal Finance. To read the full article, please go to: https://www.kiplinger.com/article/spending/T031-C023-S002-how-frugal-retirement-savers-can-spend-wisely.html

Devising a Tax Strategy After the Paycheck Is No More

March 4, 2016 The New York Times by Tara Siegel Bernard Ann Gugle of Alpha Financial Advisors contributed to this article that appeared on The New York Times. You can find the original New York Times article at: http://www.nytimes.com/2016/03/05/your-money/devising-a-tax-strategy-after-the-paycheck-is-no-more.html

2017 Investment News 40 Under 40 Award Winner: Megan Rindskopf

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. 40 under 40 – Awards archive – 2017 …

Ann-R-Gugle-CFP-Charlotte-NC

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 …

Financial Planners Teaching Clients There’s More to Money Than Stock Returns

March 6, 2019 TheStreet by Scott Van Voorhis Clients of financial planners remain focused on portfolio returns, even though there are big value adds elsewhere. John Gugle contributed to this article during his time with Alpha Financial Advisors, which can be found at: https://www.thestreet.com/personal-finance/financial-planners-teaching-clients-there-s-more-to-money-than-stock-returns-14889275

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 Ann Gugle of Alpha Financial Advisors contributed to this article that appeared on The Wall Street Journal. Ms. Maxey is a reporter for The Wall Street Journal in New York. She can be reached at [email protected] http://www.wsj.com/articles/three-financial-advisers-discuss-the-year-ahead-1418619054