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 …

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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

When Clients Get Divorced

June 12, 2015 Wall Street Journal   John Gugle was featured in an article that addresses how financial advisors handle the tricky situation of their clients going through divorce.  John is a principal and owner at Alpha Financial Advisors in Charlotte, N.C. *** You can find the original Wall Street Journal article at: http://www.wsj.com/articles/when-clients-get-divorced-1434116143

Going Beyond Referrals to Win Clients

May 11, 2015 Wall Street Journal Ann 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, N.C. …

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

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 …

Health Savings Accounts Can Double as Shadow IRAs

June 2, 2014 Wall Street Journal Ann Gugle of Alpha Financial Advisors was a contributor to an article that explained the rising popularity of Health Savings Accounts (HSA) and how to best use a Health Savings Account for maximum growth. that will end your eligibility to keep paying into an HSA.  Ann is a principal and owner at Alpha Financial Advisors …

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

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 …