In Laymon’s Terms – November 2024
Erik Laymon, Portfolio Analyst
November 30, 2024

Elections are finally behind us and with 2025 approaching fast, the financial markets continue to show remarkable resilience amid evolving

Value Investing: When to Proceed with Caution
Erik Laymon, Portfolio Analyst
November 18, 2024

As financial planning and retirement specialists, we understand the importance of a well-balanced investment strategy. While value investing has been

5 Financial Habits for Long-Term Success
Janel Cross, Managing Partner
November 12, 2024

When it comes to money, it isn’t how much you make; it’s how you manage what you make. Whether you’re

2024 Retirement Plan Litigation Updates
Jesse Steffy, Associate Advisor
November 8, 2024

Align takes its co-fiduciary status with its clients seriously. One way of demonstrating this commitment is staying informed of ERISA

Regulatory Update – Q4 2024
Janel Cross, Managing Partner
November 4, 2024

Proper Use of Forfeitures Forfeitures are the non-vested portion of an employee’s account balance in an employer-sponsored retirement plan. Plans

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

In this month’s update, the moon descends on Halloween and our investment team is outside with flashlights to shine some

Protecting Your Digital Footprint: Tips from CISA
Erik Laymon, Portfolio Analyst
October 2, 2024

As we kick off Cybersecurity Awareness Month this October, Align Wealth Strategies wants to empower you with practical tips to

In Laymon’s Terms – September 2024
Erik Laymon, Portfolio Analyst
September 30, 2024

As Summer turns to Fall, you’re planning and investment team at Align is charting a course through the changing financial

Q3 Newsletter
David Graves
September 9, 2024

Dear Cautious Optimist, We hope this message finds you well! We’re excited to share our latest newsletter, packed with valuable insights

Ah, yes. Election years.
Jesse Steffy, Associate Advisor
September 3, 2024

It begins with campaign ads that sound more like Hollywood movie promotions. Then there’s the debates, which resemble chaotic family