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