Resources

Dear Cautious Optimist, Planning for the future isn’t about having all the answers today—it’s about making thoughtful choices that can

A new type of savings plan, known as Trump Accounts, is set to launch for children born between 2025 and

A Sweet Lesson in Saving for the Future This past week, Dave and his family went blueberry picking—not to stock

Hello investors! Welcome back to “In Laymon’s Terms,” where we cut through Wall Street’s noise to deliver sound insights. As

Align’s Mid-Year Market Update Greetings from Align’s Investment Team! As we roll through 2025, we know the financial markets can

Staying Safe in a High-Tech World Cybersecurity and Artificial Intelligence (AI)— these not just buzzwords, but two big ideas that

Dear Cautious Optimist, If the headlines have you feeling uneasy, you’re not alone. This month’s newsletter explains how Align is

Welcome to “In Laymon’s Terms,” where we cut through Wall Street’s noise to deliver clear, practical insights. This May, we’re

Plan Flexibility with SECURE 2.0—A Client Case Study Background Our client, a family with a long-term commitment to educational savings,

Quick Takes Spotlight: Education, Advice & In-Plan Income Market volatility, financial stress, rising healthcare costs… these things and more may