June 26, 2024

Dear Cautious Optimist,

We hope this email finds you well. As we enter the summer months, we’re pleased to share our latest quarterly newsletter with you.

In this edition, our portfolio analyst Erik Laymon provides an insightful market commentary titled “Market Strategies: Holding Steady and Watching.” Erik offers a comprehensive overview of the current economic landscape and explains our investment approach in light of market conditions.

Additionally, our associate advisor Jesse Steffy shares some timely thoughts on navigating the complexities of an election year in his piece “Ah, yes. Election Years.” His article offers valuable perspective on maintaining a steady investment course during potentially volatile times.

We’ve also included a selection of helpful articles and links, including Erik’s monthly market commentary blog “In Laymon’s Terms,” and pieces from our other team members on important topics like reviewing your will and financial goal prioritization.

Remember that you’re never alone with Align. We’re here to answer any questions you may have about the topics covered or your personal financial situation. Please don’t hesitate to reach out if you’d like to discuss anything in more detail.

Thank you for your continued trust! We look forward to serving you in the months ahead.

Janel M Cross
Managing Partner
Align Wealth Strategies LLC