Written by Janel Cross, Managing Partner
June 18, 2025

Dear Cautious Optimist,

If the headlines have you feeling uneasy, you’re not alone. This month’s newsletter explains how Align is responding to market volatility, inflation, and interest rates, and what the upcoming RIA partner change means for you (spoiler: your relationship with Align and your accounts remain unchanged).

We also share practical guidance on building a spending plan, a 529 plan client success story, and Erik Laymon’s latest market commentary. You’ll also find a video with step-by-step tips & guidelines to help you create your own spending plan.

2025_Q2_NewsletterDownload

You’re never alone with Align. Thank you for letting us be part of your financial journey.

Warm Regards,

Janel M Cross

Managing Partner

Align Wealth Strategies, LLC