If You Own Bonds, Consider Tax-Loss Harvesting This Year

December 26, 2022 Barron’s by Carleton English   Ann Reilley (Gugle) of Alpha Financial Advisors contributed to this article that appeared on Barron’s. To read the article, please go to: https://www.barrons.com/amp/articles/bonds-tax-loss-harvesting-51671829408

How to Invest When Both the Stock Market and Bonds Are Falling

May 8, 2020 The Wall Street Journal by Anne Tergesen and Veronica Dagher   Ann Reilley (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/how-to-invest-when-both-the-stock-market-and-bonds-are-falling-11651589716

Top 10 Best Financial Advisors in Charlotte & Asheville, NC | 2020-2021 Ranking

Alpha Financial was recently included on AdvisoryHQ’s 2020-2021 ranking of the Top 10 “Best Financial Advisors in Charlotte & Asheville, NC”. We’re honored to have been named on this list and for the ability to continue helping our clients plan for their future. You can access the full list of advisory firms and review process here: 9 Best Financial Advisors …

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 …


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

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 …