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Total: 45 results found.

The Full-Meal Deal of Diversification

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

... by academic research spanning some 60 years. What is diversification? In a general sense, it refers to spreading your risks around. In investing, it means more than just having many holdings; it's ...

Financial Gurus and Other Unicorns

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

... found similar results in its independent analysis of 10-year mutual fund performance through year-end 2013. Across the decades and around the world, a multitude of academic studies have scrutinized active ...

In Uncertain Markets, Beware of the Herd

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

... as no one really knows what caused the July 31 market drop, no one can predict what's to come next week or next month or next year. But know that whatever short-term events may unfold, the fundamentals ...

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

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

... May through October. At first glance this makes sense: Since 1926, stocks have returned an average of 1.16% each month from November through April, and just .72% the rest of the year. The course of action ...

Separating “Flash” from Substance

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

... five-year anniversary of the U.S. bull market that began in March of 2009, lifting the S&P 500 more than 170% As investors, it's important to decide for ourselves which news is likely to have the ...

For What It's Worth: Assessing Advisory Fees

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

... of year-round tax-sensitive investment strategies, as well as by ensuring that taxes are carefully considered across the spectrum of your financial plans, such as retirement spending, college funding, ...

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

... each recognized by Oklahoma Magazine as one of Oklahoma's Top Financial Advisors. Wealth Manager Magazine - July/August 2009 For the fourth consecutive year, Puckett Financial Advisors has been ...

meet the team

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

... that we have cultivated over the years.  By way of example, we are in continual communication with our strategic partner, Forum Financial Management (Forum).  Forum is an independent ...

The Align Difference

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

... year, and we will gladly refund every penny in fees that you have paid to us. No questions asked; no strings attached. Transparent You enjoy 24/7 access to your accounts from two sources, an independent ...

Strategic Partners

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

... for nearly thirty years by engineering portfolios to capture the specific dimensions of risk worth taking while adding value through patient, skillful trading and disciplined cost management. DFA uses ...

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 ...

Introducing the New Align Wealth Management Website & Blog

Created on Monday, 02 April 2012. Posted in Content/our blog

... community. • A NEW Blog: With this posting, we've officially launched our new blog, our latest resource for remaining in touch with you. Since our founding in 1993, we've had 20 years (and counting) ...

Contact Us

Created on Friday, 28 October 2011. Posted in Content/main

Align Wealth ManagementTM Oklahoma Office 13921 Quail Pointe Drive Oklahoma City, OK 73134 Office: (405) 607-4820 Toll Free: (800) 401-6477 Fax: (405) 294-3340 ...

Our Guarantee

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

Our Guarantee We stand behind our work with a no questions asked money back guarantee. If you don't love the work we do for you, simply let us know within the first year and we will gladly refund every ...