Rule 3: Index funds offer great diversification benefits.
March 5, 2024

Last year’s headlines, which continued through the New Year, threw light on a curious phenomenon in the stock market. It

In Laymon’s Terms – February 2024
February 29, 2024

As Winter frost begins to thaw, warmer weather, longer days and an early Spring beckon our attention, but so do

Rule 2: Interest earned on cash is less than inflation.
February 27, 2024

When inflation rates dropped below 4%, such as was the case in November 13, 2023 when it fell to 3.14%,

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