Ways to Avoid Making Mistakes With Donor-Advised Funds

December 23, 2013 Wall Street Journal John Gugle of Alpha Financial Advisors was featured in an article explaining how donor-advised funds are used to promote greater philanthropy and to maximize tax savings.  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/SB10001424052702304020704579276163221844326

4 tips for buying stocks with ‘play money’

December 2, 2013 Bankrate.com By Marilyn Kennedy Melia Taking risks with play money Did your pulse pick up when the Dow Jones industrial average crossed 14,000? Could you barely contain your itchy investment finger when the market eclipsed 15,000? Consider yourself fortunate. Unlike many, you’re probably not living paycheck to paycheck but are instead focused on how your savings might …

You Plan Your Retirement, Then You Get the Health Bill

November 20, 2013 New York Times by Ann Carrns JEFF STRACK, a 61-year-old sales manager in Charlotte, N.C., enjoys his work and is in good health. But the prospect of paying for health costs after he retires weighs on him. “Within health care,” he said, “there’s all kinds of uncertainties.” Mr. Strack hasn’t decided yet when he’ll stop working full …

Financial Advisers Shift After Fed Surprise

September 20, 2013 Wall Street Journal John Gugle was featured in an article addressing  the ways that financial advisors are making changes to investment portfolios in response to the Federal Reserve interest rate policy changes.  John is a principal and owner at Alpha Financial Advisors in Charlotte, N.C. *** A version of this article appeared September 20, 2013, on page …

Tactical Funds Make Few Friends with Lagging Returns

September 19, 2013 Wall Street Journal John Gugle was featured in an article explaining tactical-allocation mutual funds.  John is a principal and owner at Alpha Financial Advisors, LLC in Charlotte, North Carolina.  *** To read the entire article, go to: http://www.wsj.com/articles/SB10001424127887323308504579085034127440044