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Bringing the Evidence Home

Created on Tuesday, 20 October 2015. Posted in Content/our blog

... savings according to factors over which you can expect to have some control. Financial Gurus and Other Unicorns. Avoid paying costly, speculative "experts" to pinch-hit your market moves for you. The ...

The Human Factor in Evidence-Based Investing

Created on Wednesday, 08 July 2015. Posted in Content/our blog

... take over and highjack our brains with "survival of the fittest" reactions. As neurologist and financial theorist William J. Bernstein put it: "Human nature turns out to be a virtual Petrie dish of financially ...

Factors That Figure in Your Evidence-Based Portfolio

Created on Tuesday, 12 May 2015. Posted in Content/our blog

... ability to stay on course toward your financial goals by understanding and using the factors that drive investment returns. A body of research dating back to the 1950s has identified three factors that ...

The Essence of Evidence-Based Investing

Created on Monday, 06 April 2015. Posted in Content/our blog

In our most recent blog, "What Drives Market Returns?" we explored how markets deliver wealth to those who invest their financial capital in human enterprise. But, as with any risky venture, there are ...

What Drives Market Returns?

Created on Tuesday, 10 March 2015. Posted in Content/our blog

... those returns actually come from. Market returns represent something deeper than the ups and downs of stocks and bonds. They are our compensation for providing the financial capital that feeds the human ...

The Full-Meal Deal of Diversification

Created on Wednesday, 03 December 2014. Posted in Content/our blog

... in your financial diet is not only un-appetizing, it can be detrimental to your financial health. Lack of diversification: Increases your vulnerability to specific, avoidable risks Creates a bumpier, ...

Financial Gurus and Other Unicorns

Created on Tuesday, 04 November 2014. Posted in Content/our blog

... for the Financial Markets (AFM) scrutinized this body of research and concluded: "Selecting active funds in advance that will achieve outperformance after deduction of costs is ... exceptionally difficult." ...

Jelly Beans and Investing Wisdom

Created on Friday, 05 September 2014. Posted in Content/our blog

... in a future blog. Meanwhile, please feel free to contact us if you'd like to discuss how we can help you make the most of your one financial life. It's who we are. It's what we do.  ...

When a Broker is Your Retirement Nightmare

Created on Wednesday, 02 July 2014. Posted in Content/our blog

... understand that taking financial advice from someone with a conflict of interest is a bad idea. But a recent Bloomberg report made clear just how great the damage can be when conflicted advisors "help" ...

For What It's Worth: Assessing Advisory Fees

Created on Friday, 07 June 2013. Posted in Content/our blog

... of year-round tax-sensitive investment strategies, as well as by ensuring that taxes are carefully considered across the spectrum of your financial plans, such as retirement spending, college funding, ...

Sample Reports

Created on Thursday, 02 May 2013. Posted in Content/services

... online: Performance Report - View performance for each account and/or your entire household. Financial Plan - Are you on track to meet your goals? Social Security Analysis - After reviewing all ...

Retirement Management

Created on Thursday, 11 April 2013. Posted in Content/services

Over the years, our team of CFPs, CPAs, and attorneys has helped hundreds of retirees properly execute IRA rollovers, Roth conversions, and tax-wise retirement distribution strategies. Creating an optimal ...

Align In The News

Created on Saturday, 06 April 2013. Posted in Content/resources

... topics.   BusinessWeek Magazine Brian Puckett is named to BusinessWeek's list of the Top 50 most experienced financial advisors in the United States. Best of Biz OKC OKLAHOMA CITY, Okla. ...

News & Weblinks

Created on Monday, 30 April 2012. Posted in Content/resources

...  SocialSecurity.gov Certified Financial Planners Term Life Insurance Quotes Broker Check - FINRA NAPFA Fama/French Forum BankRate.com SavingForCollege.com Investors Tax Guide ...

Videos

Created on Monday, 30 April 2012. Posted in Content/resources

      The Retirement Gamble Watch The Retirement Gamble on PBS. See more from FRONTLINE.   ...

meet the team

Created on Monday, 30 April 2012. Posted in Content/about

The value we deliver is a direct result of our team culture – a team of financial experts. Your team of financial experts working together with and for you. Download our 'Who We Are' PDF. Yes, at the ...

The Align Difference

Created on Monday, 30 April 2012. Posted in Content/about

... We have been recognized as one of America's top wealth management firms by BusinessWeek, Barron's, Wealth Manager Magazine, Financial Advisor Magazine, etc. Your Fiduciary Brokerage firms, banks, and ...

Our Time-tested Investment Philosophy

Created on Monday, 30 April 2012. Posted in Content/about

Your financial situation is unique. Accordingly, your plan is customized to align your money with your life.  Nonetheless, all our investment strategies are based on three fundamental, long-term ...

Strategic Partners

Created on Monday, 30 April 2012. Posted in Content/about

...  Two of the world's strongest and largest financial companies, Schwab and TD Ameritrade both offer a powerful set of capabilities for Registered Investment Advisor firms such as Align ...

Our Process

Created on Monday, 30 April 2012. Posted in Content/about

... of political and tax environments. We've seen a wide variety of client situations, and we've responded with effective solutions. Let's begin the process of making the most of your one financial life. ...