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

Quarter 4 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

Quarter 3 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

Quarter 2 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