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 …

Alpha Financial named to Best Financial Advisors in Charlotte & Asheville, NC for 2018 by AdvisoryHQ

RANKING & REVIEWS BEST ASHEVILLE & CHARLOTTE FINANCIAL ADVISORS 2018 Ranking | How Do You Find a Reputable Financial Advisor in Charlotte or Asheville? Charlotte and Asheville are two areas in North Carolina where wealth is growing quickly, and there is an increasing need for Charlotte wealth management firms and Asheville wealth management firms. Clients need a Charlotte financial advisor …

The Best Way to Save and Invest for a Home

April 15, 2016 Money Magazine by Sarah Max Q: I want to save to buy a home in the next five to 10 years but don’t want to use a savings account since they pay so little. Where should I save? — Maria, New York City A: This is a dilemma, to be sure. With interest rates still so low, …

The Triple Tax Benefit of Health Savings Accounts

U.S. News & World Report By Kate Stalter   The tax advantages are appealing, but don’t overlook HSAs as a way to save for health care in retirement. Americans are generally aware of tax-advantaged investment vehicles such as 401(k) plans, individual retirement accounts and 529 college savings plans. But one instrument, the health savings account, isn’t as well known, although it …

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

Create a Financial Roadmap for 2015

December 29, 2014 Hilton Head Monthly by Dean Rowland The holidays are over, 2014 is in our life’s memory bank, our eyes are open wide to the opportunities that lay ahead this year, and we can sleep easily at night knowing that all is good. Right? Probably, maybe, not sure? Sure, you have your New Year’s resolutions firmly in place and …

When Should I See a Financial Planner

October 23, 2014 Equifax Finance Blog By Michelle Stoffel Huffman How do you know if you’re ready for a financial planner? After all, it’s sort of a strange proposition: You’re spending money on someone who will tell you how to spend your money. But that’s exactly why millions of people see financial planners in the first place. “Typically, people who …