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Total: 39 results found.

Financial Gurus and Other Unicorns

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

... the latest market tips or should you pursue a strategy of capturing market returns with the least amount of risk, cost and tax? Unfortunately, there is little credible evidence that hiring a stock picker/market ...

Jelly Beans and Investing Wisdom

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

... The market is the best forecaster of prices, period. So rather than trying to beat the market, smart investors focus on how to efficiently capture the returns that it delivers. We'll tackle that topic ...

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

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

... perfect case in point is “Sell in May and go away.” The idea behind this persistent old idea is that stocks have traditionally had higher returns from November through April, and weaker returns from ...

For What It's Worth: Assessing Advisory Fees

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

Dear Friends & Clients: You’ve probably heard us whistle this tune so often that you can sing along yourself: Among the best ways to maximize expected returns is to minimize the costs involved in ...

Sample Reports

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

... This report also breaks down your returns on your short term, mid term, and long term investments. Financial Plan - Are you on track to meet your goals? Social Security Analysis - After reviewing ...

The Align Difference

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

... the difference lower costs make to ultimate returns, but also because costs are an area that you can control irrespective of the market's ups and downs.  Align is diligent in ensuring that your ...

Our Time-tested Investment Philosophy

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

... returns.  And, these risk dimensions are strong and consistent not only in the US, but also overseas. Bond Risk Factors Bonds have two primary risk factors: Credit Risk:  ...

Important Disclaimer

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

... has attained a particular level of skill or ability. Performance results are presented net-of-fees and reflect the reinvestment of dividends and capital gains.  Portfolio returns are composite returns ...


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

... to provide premium returns in exchange for the amount of risk and expenses involved in the pursuit. Stock Risk Factors The Risk/Reward Tradeoff In general, stocks are riskier than bonds. ...