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Total: 50 results found.

How to Minimize Taxes in Retirement

Created on Tuesday, 17 May 2016. Posted in Content/our blog

... as high as 39.6%. By comparison, long-term gains and qualified dividends in your taxable account are taxed at a lower rate that tops out at 20%. It's often best to leave Roth accounts for last. Since ...

Giving Clients a Fair Shake

Created on Friday, 22 April 2016. Posted in Content/our blog

... commissions will continue. Brokers will still be able to earn a payout for each sale they make. They'll simply have to provide a contract stating that their advice is in their client's best interests. ...

Bringing the Evidence Home

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

... Investing Done for Me Lately? Building on our understanding of which market factors seem to matter the most, we continue to heed unfolding evidence on best investment practices. The Human Factor in ...

Behavioral Biases: What Makes Your Brain Trick?

Created on Monday, 17 August 2015. Posted in Content/our blog

... biases that arise from our wiring, and how they can sabotage even the best-laid investment plans. Behavioral Bias #1: Herd Mentality Herd mentality is what happens to you when you see a market movement ...

The Human Factor in Evidence-Based Investing

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

... fires up within the nether regions of your frontal lobe. Greed grabs you by the collar, convincing you that you had best act soon if you want to seize the day. "Buy!" Along with such self-defeating ...

The Essence of Evidence-Based Investing

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

... in a rational methodology helps you best determine your financial goals—and it helps you stay on course toward those goals even when your emotions threaten to take over. The origins of evidence-based ...

Get Along, Little Market

Created on Tuesday, 17 February 2015. Posted in Content/our blog

... It shows that there is no discernible pattern of how different asset classes have performed. If you can predict how each column of best and worst performers will stack up in years to come, your psychic ...

The Full-Meal Deal of Diversification

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

... exposure to capital markets all around the globe. To best capture the benefits that global diversification has to offer, we advise turning to fund managers who focus their energies on efficiently ...

Financial Gurus and Other Unicorns

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

... to poor performance). So far, we've been assessing some of the reasons it's hard to "beat" the market. The good news is that there is a simple way to let the market do what it does best on your behalf. ...

Jelly Beans and Investing Wisdom

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

... prices for everything from stocks to real estate. Before the academic evidence showed us otherwise, it was commonly assumed that the best way to make money in what seemed like an ungoverned market ...

When a Broker is Your Retirement Nightmare

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

We at Align Wealth Management have long preached the importance of choosing to work with a "fiduciary" advisor—one who is legally bound to act in your best interests. Now, it doesn't take a genius to ...

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

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

... advice indeed. There are so many good quotes in his letter that it’s hard to choose the best. We encourage you to read the letter in its entirety, as it deserves. But to get you started, here are ...

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

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 ...

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. ...

meet the team

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

... best and brightest wealth management experts in areas where specialization will add value to your experience. The results? Our objective, exceptionally-valued Align team that is Client Focused. Period. ...

The Align Difference

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

... insurance companies bombard you, selling expensive, commission-based products and declining a fiduciary role that is meant to protect your best interests.  To complicate matters, many financial service ...

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

... 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 ...