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Dear Cautious Optimist,

As our nation approaches its 250th birthday and Align celebrates 25 years of partnership and planning, this quarter’s newsletter reflects on what independence really means.

For us, it’s about having the freedom to make thoughtful choices, support the people we love, and prepare for what’s ahead with confidence.

Inside, Lead Advisor Tyler Stief shares his thoughts on independence, and you’ll also find Annette’s journey with Align, our latest blog post, market commentary, parting words from one of the world’s most well-known investors, and a few fun activities to get you out of the house.

Q1 2026 – NewsletterDownload

As we look forward to brighter spring days, we’re reminded that independence grows stronger when it’s supported by connection. Wherever you are on your journey, you’re never alone with Align.

With appreciation for the trust you place in us,

Janel M Cross
Managing Partner
Align Wealth Strategies, LLC