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The Full-Meal Deal of Diversification

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

In our last few blogs, we have explored the formidable odds that both amateur and professional investors face in trying to outsmart the market, with its lightning-fast price-setting efficiencies. Today ...

Financial Gurus and Other Unicorns

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

In our last blog, "Ignoring the Siren Song of Daily Market Pricing," we examined how price- setting occurs in capital markets, and why investors should avoid reacting to breaking news. Now let's look at ...

Jelly Beans and Investing Wisdom

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

... truth is that the market—that collection of countless investors trading in stocks, bonds, commodities and more—is more skilled as a whole than are its individual participants. And that fact provides a ...

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

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

... stocks, etc., some investors believe it is important to listen to pundits. … For these investors, liquidity is transformed from the unqualified benefit it should be to a curse.” “In aggregate, American ...

Separating “Flash” from Substance

Created on Tuesday, 08 April 2014. Posted in Content/our blog

... Lewis' expose of how certain high-frequency traders enrich themselves at other investors' expense is fascinating. But it's also worth noting an event that was overshadowed by the release of the book: The ...

For What It's Worth: Assessing Advisory Fees

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

... Following are three of the most hard-hitting examples. We help you stay the course. A body of solid evidence substantiates that do-it-yourself investors (or those working with brokers whose recommendations ...

Align In The News

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

... The Savvy Investor’s Guide to Selecting a Competent, Ethical Financial Advisor. The book, written by Steven Drozdeck and Lyn Fisher, seeks to help investors choose good financial advisors and wealth management ...

News & Weblinks

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

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

Introducing the New Align Wealth Management Website & Blog

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

... to develop a rich library of articles, presentations, reports, newsletters, social media commentary and more to help us champion investors' highest financial interests – both for our clients and the community ...


Created on Tuesday, 24 May 2011. Posted in Content/main

In these challenging economic times, preserving and growing your wealth is a daunting task.  Investment fads, hidden fees, and rising taxes are relentless.  Many investors end up taking too much ...


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

... reward go hand-in-hand. Exposure to small-cap and value stocks can increase expected returns for long-term investors. Bond Risk Factors Bonds have two primary risk factors: credit quality ...