Climate change can pose big risks to real estate investments

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 …

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 …

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 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 …

How to Talk to Clients with Market Jitters

February 22, 2018 Barron’s While most advisors recognize that volatility can be a good thing, many clients don’t share the same opinion. But calling them with rout advice about how to weather the storm isn’t necessarily the best course of action. That’s according to several veteran advisors interviewed by Financial Advisor. “It’s important to always be in front of the conversation …

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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

David Herro’s Record Shows Some Stock Pickers Do Beat the Index

September 29, 2017 Bloomberg by Charles Stein   David Herro’s mutual fund lost 9.7 percent on June 24, 2016 — a huge one-day drop for a diversified portfolio. British voters had just approved Brexit and investors deemed it a disaster for European banks, a big part of Herro’s Oakmark International Fund. Herro disagreed. “I don’t think the intrinsic value of these …

This Is Why More People Are Investing, Not Spending, Their HSA Health Care Savings

March 20, 2017 Investor’s Business Daily by Donald Jay Korn Most people who contribute to health savings accounts are setting aside tax-free money to use for medical expenses as they arise. But a growing number of HSA members can afford to invest contributions in stocks, mutual funds and other investment vehicles. According to the 2016 Year-End Devenir HSA Research Report, …

Here’s what might happen if Trump rolls back the new financial advisor rule

February 22, 2017   KHOU by KHOU Staff   A rule that would require financial advisers to act in their clients’ best interests is another regulation facing a possible rollback by the Trump administration. The “fiduciary rule,” which has been in the works for over a year, is scheduled to finally go into effect in April. The rule aims to change how …

This Hot-Potato Rule May Get Delayed. What It Means For Your Retirement

January 9, 2017 CNBC by Tom Anderson The April 10 rollout of the Department of Labor’s contentious fiduciary rule is less than four months away. Republican lawmakers, however, want to wind back the clock. Rep. Joe Wilson, a South Carolina Republican, has introduced a bill that would delay the rule, which requires broker-dealers and financial advisors to provide advice in …