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The Latest Reasons To Think, Act and Invest Like Warren Buffett

Created on Wednesday, 04 June 2014. Posted in Content/our blog

... that people actually read. Buffett’s 2014 letter does not disappoint. Jam-packed with “Buffettisms,” it inspires us and reminds us yet again why much of Buffett’s advice about investing—and life—is worthy ...

For What It's Worth: Assessing Advisory Fees

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

... our role as your fiduciary wealth advisor into three, “good, better and best” categories.   Tangible Savings (Good) As we’ve stated time and again, minimizing the costs of investing in our wild, ...

Align In The News

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

... - Investing Through the Ages - September 2008 Brian Puckett discusses long term investing. News Release - July 2008 For the third consecutive year, Puckett Financial Advisors ...

News & Weblinks

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

...    Investment Research   Arithmetic of Investing Dimensional Eugene Fama Kenneth French  ...


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

Distributions from Retirement Plans An Inside Look at Retirement Living Investment Strategies for Retirement 5 Smart Investing Strategies Keys to Investing for Retirement 5 Smart Investing ...

meet the team

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

... feedback to these financial scientists for further testing and enhancements. Empirical research becomes more relevant to practical investing, and practical investing is backed by solid theory ...

The Align Difference

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

... Excessive Risk, Cost, and Tax Before investing a penny of your hard-earned money, we work with you to craft a customized plan with a focus on your specific goals, dollars, and deadlines.  ...

Our Time-tested Investment Philosophy

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

... industry has done a masterful job of hiding the true costs of investing.  But, costs matter and they are one of the few things that we can control no matter what the markets are doing.  And, ...

Investment Management

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

... process backed by decades of Nobel Prize winning academic research – what we call The Science of Investing. Click Here for an overview of our investment management approach. For our Investment ...

Introducing the New Align Wealth Management Website & Blog

Created on Monday, 02 April 2012. Posted in Content/our blog

... at large. That gives us a lot of content in our existing library. Plus, we have plenty of plans for adding new insights over time. In individual investing as well as related financial planning efforts, ...


Created on Monday, 29 April 2013. Posted in Uncategorised Content

... brochure offers a more detailed explanation of our investing methodology.   Emotions of Investing    This brochure offers a broad view of our wealth management philosophy.   ...