Regulatory Update – Q2 2025
Janel Cross, Managing Partner
May 6, 2025

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

In Laymon’s Terms – April 2025
Erik Laymon, Portfolio Analyst
April 30, 2025

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

In Laymon’s Term – March 2025
Erik Laymon, Portfolio Analyst
March 31, 2025

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

Q1 Newsletter
Erik Laymon, Portfolio Analyst
March 7, 2025

Dear Cautious Optimist, Lately, chaos and worry feel like the steady state. Political and economic news headlines might have you

In Laymon’s Terms – February 2025
Erik Laymon, Portfolio Analyst
February 28, 2025

As we settle into 2025, markets are balancing optimism with caution. Your Investment Team at Align is analyzing key trends

Navigating Bank Accounts in Marriage:  The Cross Family Case Study
Janel Cross, Managing Partner
February 7, 2025

While it might not be your go-to topic for a romantic dinner date, discussing your family banking strategy can have

In Laymon’s Terms – January 2025
Erik Laymon, Portfolio Analyst
January 31, 2025

Looking ahead to 2025, the financial landscape continues to be defined by the “higher-for-longer” interest rate environment that has now

Prioritize Your Financial Health in the New Year
Janel Cross, Managing Partner
January 17, 2025

As the new year begins, many of us turn our attention to goal-setting. Whether it’s losing weight, training for a

In Laymon’s Terms – December 2024
Erik Laymon, Portfolio Analyst
December 31, 2024

The 60/40 Portfolio: Your Unsung Hero in 2024 As we begin to close the final chapter on 2024, we would

Q4 Newsletter
Erik Laymon, Portfolio Analyst
December 2, 2024

Dear Cautious Optimist, As we approach the end of another remarkable year, we find ourselves in the midst of the