Q1 Newsletter

Dear Cautious Optimist,

Lately, chaos and worry feel like the steady state. Political and economic news headlines might have you wondering, “what is Align doing about all of this?” Our goal with this issue of our newsletter is to take you behind-the-scenes of our investment process with perspective beyond the headlines. We hope to show you how we acknowledge short-term concerns while preparing for the future with a steady, informed approach.

Inside the Newsletter:

• Steady as She Grows: Refining for Resilience and Efficiency
• Beware the Media
• Tax Planning Essentials
• Navigating Bank Accounts in Marriage

We’re committed to helping you navigate life’s financial complexities with wise guidance. You’re never alone with Align.

Thank you for the privilege of sharing the financial journey with you!

Regards,

Janel M Cross

Managing Partner

Align Wealth Strategies, LLC