Resources

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 Success Story 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

In Laymon’s Terms: What’s the Deal with Bonds Today? Hey investors! It’s your friendly investment analyst, back with another “In

Market Update: Navigating Policy Uncertainty in Spring 2025 As we wrap up the first quarter of 2025, financial markets continue