May 11, 2015 Wall Street Journal Ann Reilley (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, …
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
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 …
With $16.7B in new money, a banner year for Dimensional Fund Advisors
October 28, 2013 Investment News by Jason Kephart Firm’s net new deposits on pace to hit record as advisers warm to factor investing Dimensional Fund Advisors is on pace for its best year ever as the growing acceptance of factor investing attracts record gobs of cash. DFA has had $16.7 billion of net new deposits through the first three …
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
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