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Total: 49 results found.

Factors That Figure in Your Evidence-Based Portfolio

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

... have formed the backbone for evidence-based portfolio construction: The equity premium. Stocks (equities) have returned more than bonds (fixed income). The small-cap premium. Small-company stocks ...

What Drives Market Returns?

Created on Tuesday, 10 March 2015. Posted in Content/our blog

... and better tolerate market volatility along the way. Our next topic: understanding how to build your diversified portfolio to effectively capture market returns. To do that, we must understand where ...

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

... a well-diversified portfolio, some of your holdings may indeed be affected by a concentrated risk. But it's likely that you'll have plenty of unaffected holdings. Now on to unavoidable market risks. ...

The Full-Meal Deal of Diversification

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

... we mean by diversifying across different kinds of investments. But for now, think of a concentrated portfolio as the equivalent of many basketsful of plain, white eggs. Overexposure to one ingredient among ...

Ignoring the Siren Song of Daily Market Pricing

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

... there are reports that a fungicide is attacking Florida trees, orange juice futures may soar, as the market anticipates shrinking supply. But what does this mean to you and your investment portfolio? ...

In Uncertain Markets, Beware of the Herd

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

... built into your portfolio because with it comes the potential for reward. This is why, as tempting as it may be to follow the herd by trading on bad (or good) news, we must stay the course. Consider that: ...

When a Broker is Your Retirement Nightmare

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

... persuaded clients to buy investments that arguably don't belong in any retirement portfolio—and they pocketed jaw-dropping sales commissions in the process. Now, there's certainly nothing wrong with ...

Separating “Flash” from Substance

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

... to or detract from your personal success as an investor. Of far more importance is owning a low-cost, globally diversified, long-term portfolio designed to meet your specific goals. History has shown ...

For What It's Worth: Assessing Advisory Fees

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

... poorly timed or both. We use low-cost funds to build your portfolio. Especially if you were trading individual securities or investing in actively managed funds, the savings derived from shifting to ...

Sample Reports

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

We provide online access so our clients can view their portfolio and it's performance any time, any place.  Below are a few examples of reports available to our clients in paper format and/or ...

Align In The News

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

... portfolios. Brian provides insights into what the falling dollar really means and why CPAs – and their clients – have no reason to panic. The Oklahoma City Journal Record - August 10, 2005 “Brian Puckett, ...

meet the team

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

... bench of high caliber professionals.  Each Forum principal brings over 25 years experience in one or more aspects of financial management including:  investment portfolio design, retirement, ...

The Align Difference

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

... Party Portfolio Management Fee¹ Varies None Mutual Fund Expense Ratio 1.25%  ² 0.26% ³  Mutual Fund Trading Charges 1.44% 4  0.09% 5  TOTAL 3.69% ...

Our Time-tested Investment Philosophy

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

... increasingly important in today's tax environment. Your customized portfolio will be built upon decades of rigorous academic research and the latest thinking applied to your particular ...

Strategic Partners

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

Custodial Partners When you work with Align Wealth Management, we become your trusted wealth management partner.  We manage your portfolio pursuant to our agreed upon Investment Policy Statement ...

Investment Management

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

... also requires financial advisors to monitor both their clients' portfolios and their financial lives over time so that they can make adjustments to the investment plan as needed. We employ an investment ...

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 ...

OUR INVESTMENT MANAGEMENT APPROACH

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

... investment strategies and ongoing portfolio management.  We also deliver periodic performance reviews to ensure alignment of your portfolio with your goals and cash flow needs. You are unique. Accordingly, ...