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Total: 50 results found.

Starting Out the New Year Right

Created on Tuesday, 17 January 2017. Posted in Content/our blog

... way, helping you meet your financial objectives through ongoing planning and investment advice. Please don’t hesitate to reach out so we can work with you to meet your goals.  ...

Investing Resolutions for 2017

Created on Tuesday, 13 December 2016. Posted in Content/our blog

... 2017, we encourage you to give some thought to how you can be a better investor in the coming year. As such, here are a few investing resolutions designed to help you better achieve long-term portfolio ...

The Importance of Rebalancing

Created on Friday, 11 November 2016. Posted in Content/our blog

... are in tax-deferred vehicles such as a 401(k) or IRA. This helps reduce risk and ensures you don't becoming overly concentrated in one area or another and that you are able to benefit from growth opportunities ...

Cashing Out Is Not a Cash Cow

Created on Thursday, 13 October 2016. Posted in Content/our blog

... fears topple a sound investment strategy. At Align, we help you craft a portfolio that's best suited for your particular needs. Please don't hesitate to reach out to us if you have any questions or concerns. ...

With Investing, the Best Recipe is to Put Politics Aside

Created on Friday, 09 September 2016. Posted in Content/our blog

... Barack Obama's policies were going to obliterate the Dow. And yet, thanks to the passage of a hefty stimulus bill and other measures to help banks contend with their troubled balance sheets, stocks ultimately ...

How Asset Location Can Help Fatten Your Nest Egg

Created on Friday, 19 August 2016. Posted in Content/our blog

... allocation plan. At Align Wealth Management, optimizing our clients' asset location is just one of the tax-management services we provide to every client. We also help our clients win the tax game by ...

Tools to Help You Make the Most of Your One Financial Life

Created on Monday, 13 June 2016. Posted in Content/our blog

... MoneyGuidePro helps us gather and consolidate your whole financial life in one place. With it, we—and you—can clearly see your current financial situation 24/7. MoneyGuidePro clearly illustrates everything ...

Maximize Your Returns by Minimizing Your Taxes

Created on Thursday, 17 March 2016. Posted in Content/our blog

... want his cut. At Align Wealth Management, we weave tax management into our investing advice and services. We use the following strategies to help ensure that our clients accrue as little in tax liabilities ...

Your Portfolio’s Secret Weapon

Created on Thursday, 18 February 2016. Posted in Content/our blog

... helps investors. Say you owned a portfolio of technology stocks early in 2000. You may remember that this asset class had risen for the prior three years, and to many, it seemed poised to continue. Alas, ...

Bringing the Evidence Home

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

... long-term returns. Diversification helps manage the necessary risks involved. Get Along, Little Market. Diversification can also create a smoother ride through bumpy markets, which helps you stay on ...

Don’t Sweat The Stock Market’s Volatility

Created on Friday, 04 September 2015. Posted in Content/our blog

... though that means turning paper losses into real losses. Indeed, impulsive investor behavior helps to account for a well-documented "behavior gap," that is, a gap between market returns and individual ...

Behavioral Biases: What Makes Your Brain Trick?

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

... and others' books on behavioral finance. We recommend that you take the time to learn more. Understanding our bias can help us become more confident investors—and they're likely to enhance other aspects ...

The Human Factor in Evidence-Based Investing

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

Over the past several months, our blog series on evidence-based investing has explored the ways we can use stock and bond market factors to help drive an effective investment strategy. We turn now to ...

What Has Evidence-Based Investing Done for Me Lately?

Created on Wednesday, 10 June 2015. Posted in Content/our blog

... are term and credit. These factors have formed the backbone of evidence-based portfolio construction, helping investors strike the most effective balance between return and risk. Continued research has ...

Factors That Figure in Your Evidence-Based Portfolio

Created on Tuesday, 12 May 2015. Posted in Content/our blog

... but also why they exist. That's important because it can help determine whether a factor is likely to persist long enough to help us in our long-term portfolio. Why do some factors persist while others ...

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

As we discussed in our previous blog, “Managing the Market’s Risky Business,” properly diversifying your investment portfolio helps to minimize unnecessary risks and better manage those that remain. But ...

Managing the Market’s Risky Business

Created on Friday, 09 January 2015. Posted in Content/our blog

... low-cost exposure to a variety of capital markets around the globe. Today, we'll expand on the benefits of diversification, beginning with its ability to help you better manage investment risks. Most ...

The Full-Meal Deal of Diversification

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

... helping you to simultaneously lower investment risks and potentially improve your returns. While they may seem almost magical, the powers of diversification have been well documented and widely explained ...

Ignoring the Siren Song of Daily Market Pricing

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

... will help us see how to work with the market rather than fighting it. What causes market prices to change? The answer begins with the never-ending stream of good, bad and ugly news. For example, when ...