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Total: 48 results found.

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 ...

Ignoring the Siren Song of Daily Market Pricing

Created on Tuesday, 21 October 2014. Posted in Content/our blog

In last month's blog, "Jelly Beans and Investing Wisdom," we explained how group intelligence leads to relatively efficient markets. Now let's look at how prices are set moving forward. Understanding this ...

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 ...

In Uncertain Markets, Beware of the Herd

Created on Tuesday, 12 August 2014. Posted in Content/our blog

It's fascinating how the behavior of the market reflects the makeup of its participants—not just our enterprising nature but also our behavioral foibles, such as a herd mentality. Take the recent market ...

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

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

...  “If you can enjoy Saturdays and Sundays without looking at stock prices, give it a try on weekdays.” “Because there is so much chatter about markets, the economy, interest rates, price behavior of ...

“Sell in May and Go Away”: It Rhymes, But It’s Wrong

Created on Tuesday, 13 May 2014. Posted in Content/our blog

... one: Once you’ve pulled your money out of the market in May, where do you put it? If you keep it in cash, you lose ground to inflation, which was 1.5% last year and will probably trend higher in ...

Separating “Flash” from Substance

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

"Flash Boys"—Michael Lewis' new bestseller about how the investment markets are supposedly rigged—has garnered an avalanche of media coverage, including a feature on "60 Minutes." There's no doubt that ...

For What It's Worth: Assessing Advisory Fees

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

... wooly markets is integral to successful investing. In helping you achieve that goal more effectively than you could on your own, the cumulative cost savings can easily total more than our advisor fees. ...

Retirement Management

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

... them through a series of stress tests using real long term capital market data.  Basically, we're applying the science of probability analysis in order to create your customized retirement income ...

Align In The News

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

Read commentary on wealth management topics, such as market summaries/strategies, investment trends/outlooks, and even personal updates from our team of professional advisors in Align Wealth Management's ...

Newsletters

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

...  September 2013 August 2013 July 2013 Newsletter July 2013 Market Mania and Investor Resolve June 2013 May 2013 April 2013 March 2013 February 2013 Fiscal Cliff ...

The Align Difference

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

... our actual investment performance, net of fees.  Accordingly, at any given time, we are able to precisely document our historical investment performance over a variety of market conditions. Minimize ...

Our Time-tested Investment Philosophy

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

... observations: Capital markets are efficient.  Outperforming them is a daunting task and entails increasing risk and cost.  Caution is essential.  Risk matters.  ...

Strategic Partners

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

... the best ideas from leading practitioners and academic researchers, including Nobel Laureates, to help shape its investment strategy. This strategy is grounded in the efficiency of capital markets. More ...

Our Process

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

... spirit of Align Wealth Management. Over the years, we have worked through almost every conceivable market condition — crashes, bull markets, bear markets, bubbles, recessions, expansions, and a variety ...

401(k) Plan Management

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

... talent. Properly established, a well-managed retirement plan can be a win-win for everyone. But there also are plenty of pitfalls to avoid: hidden costs, burdensome oversight, volatile markets and fiduciary ...

RELATIONSHIP MANAGEMENT

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

... timely market updates, newsletters, and more. This entire process has one purpose — to ensure that you are kept well informed about your hard-earned money. Our wealth management process is often a collaborative ...

OUR INVESTMENT MANAGEMENT APPROACH

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

... fundamental, long-term observations:   Most capital markets are highly efficient.  Outperforming them is difficult and entails increasing both risk and cost.  Caution is essential. ...