Dear Friends and Clients:

Please click here for our current newsletter.  To view our recent returns click here.

 

Trade Alert:

 

Our investment committee decided last week to adjust our global allocation weights for the equity positions in our managed portfolios.  Market movements over the past five years drove this decision.  Specifically, we voted unanimously to move the allocation to 48% domestic equity (previously 50%), 41% international developed, and 11% emerging markets (previously 9%). We will implement these adjustments in conjunction with the March dividends to reduce trading costs and taxes.  For further details click here.

 

If you have any questions, please give us a call.  We're here to help.

 

 

We appreciate your continued interest.

  
Sincerely,

 Signatures with CFP


Align Wealth Management
  
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