Rule 1: Holding a mix of stocks and bonds diversify risk of loss.
February 20, 2024

From 2022 to 2023, the financial markets presented a unique challenge to the widely accepted principle of managing risk through

Navigating the Unpredictable with Align’s Investment Team Insights
February 16, 2024

We understand that the journey to financial independence is akin to sailing through ever-changing seas. Most of our clients have

In Laymon’s Terms – January 2024
January 31, 2024

As we head into the New Year, we ask our clients to align their resolutions with their financial goals. Meanwhile

In Laymon’s Terms – December 2023
December 31, 2023

As we wrap up the year and deck the halls with investment insights, let’s put a bow on this month’s

4 Questions Adult Children Should Ask Parents Over the Holidays
December 15, 2023

It’s beginning to look a lot like Thanksgiving, Hanukkah, Christmas, Kwanzaa, and before we know it, we’ll be ringing in

Walz Group CPA Presents
December 11, 2023

Hi everyone, my name is Ben Ritenour, I’m the director at The Walz Group. We’re meeting today with Janel Cross

In Laymon’s Terms – November 2023
December 7, 2023

As we tread further into this holiday season, let’s grab a rake and start bagging this month’s market trends and

Q4 Newsletter
November 23, 2023

Dear Cautious Optimist, As you contemplate the delightful dilemma of pumpkin or apple pie (inevitably deciding on both, we’re sure), we

In Laymon’s Terms – October 2023
October 30, 2023

Welcome to your October 2023 update, where we’re diving into the latest financial trends, market behaviors, and even a dash

Go Phils!
October 27, 2023

For Philadelphia sports fans, it seems like every team, every season is a battle between “we are so back” and