Is the 60/40 Dead or Thriving?
July 5, 2023

The 60/40 is Thriving Amidst Change, Poised for a Bright Future! You may have heard some chatter about the “death

Q2 Newsletter
June 26, 2023

Dear Cautious Optimist, Summer has officially arrived and we are fast approaching the end of Q2 already! There’s been no lack

Decoding the Debt Ceiling Crisis: An Update
May 22, 2023

We’ve discussed the debt ceiling crisis in past articles, and now it’s back in the headlines. What does this mean,

Q1 Newsletter
February 15, 2023

Dear Cautious Optimist, Can you believe that we are already 45 days into 2023! Spring is on the horizon and we’ve

ESG Deep Dive
December 15, 2022

ESG Investing is shorthand for Environmental, Social and Governance Investing. As stated by Investopedia, “ESG investors seek to ensure the

Q4 Newsletter
December 5, 2022

Dear Cautious Optimist, As December begins and the year draws to a close, 2022 has continued to present challenges. We

The Name is Bond, I-bond
September 20, 2022

Over the last few months, personal finance news has been encouraging readers to purchase I-bonds. Much like a certain British

Can One-Size Fit All in Company Retirement Plans?
August 20, 2022

Workplace retirement plans play a leading role in helping Americans reach retirement goals. But you don’t have to look far

Q3 Newsletter
June 20, 2022

Dear Cautious Optimist, Even though it’s the middle of summer, we’re keeping busy here at Align looking to add value to

Q2 Newsletter
April 20, 2022

Dear Cautious Optimist, 2022 is not the year we’d hoped for after recent strong performance. If you’re concerned and worried, you