AlignedWealth

Bringing fiduciary discipline to your financial health. Built on transparent fees, no products of our own, and a team that knows your family.

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AI can now answer many financial questions in seconds. What should you expect from your advisor beyond answers?

To see how Aligned thinks about the advisor’s role, use the link in our bio to connect with an Aligned advisor.

[AlignedWealth @AlignedWealthHQ]

A useful test for financial advice: would you give the same advice to a close friend?

To learn how Aligned approaches advice, use the link in our bio to connect with an Aligned advisor.

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Longer lives and shifting careers may change what your wealth needs to do for your family.

To talk through what that could mean for you, use the link in our bio to connect with an Aligned advisor.

[AlignedWealth @AlignedWealthHQ]

Introducing A Rich Life by Aligned, our new weekly podcast on wealth, AI and the change ahead: https://t.co/i3i28wnHJ1

In Episode 1, Pat Dwyer and Greg Pool share how it started and why they created it.

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Staying invested through a bumpy market takes preparation.

To talk through how to prepare, use the link in our bio to connect with an Aligned advisor.

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The first episode of A Rich Life by Aligned Wealth drops Tuesday morning. Pat Dwyer and Greg Pool take on wealth, AI and the change they expect over the next five years.

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Most second home searches start with a listing price. Our planning starts with the full cost, and with what you actually want the place to do for you.

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Tune in to A Rich Life by Aligned Wealth this November, with new episodes every Tuesday.

Aligned Wealth Advisors, LLC is an SEC-registered investment adviser. For informational purposes only. Not investment advice.

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Where is income moving, and why?

Watch the full video, “Reasons People Are Leaving California” on our YouTube channel.

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What income does a median-priced California home actually require?

Watch the full video, “Reasons People Are Leaving California” on our YouTube channel.

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What does the movement of people and businesses out of California mean for long-term planning?

Watch the full video, “Reasons People Are Leaving California” on our YouTube channel.

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Why did Larry Raffone, former CEO of Edelman Financial Engines, come out of retirement to start Aligned? https://t.co/39rxQuiKJU

As CEO, he led the firm while it reached more than $246 billion in assets under management (May 2023).

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Which tier of tax-loss harvesting are you on?

Watch the full video, “Tax-loss Harvesting Explained,” on our YouTube channel. 

#AlignedWealth

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How often do active funds actually beat the index over time? We follow the evidence, not the revenue.

Source: SPIVA U.S. Scorecard, S&P Dow Jones Indices, as of December 31, 2025.

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Does a shrinking population mean weaker stock returns? See what the data says: https://t.co/7dsCsS93fx

Some countries with the steepest birth rate declines have had strong markets.

Past performance is no guarantee of future results.

#AlignedWealth #Demographics

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European stocks are rallying, but is the economy underneath keeping up? https://t.co/9JczKTJQFb

#AlignedWealth #Europe

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What would it mean if Elon Musk’s companies came together under one umbrella?

Watch the full video, “What Happens If Elon Musk Merges Tesla & SpaceX?”, on our YouTube channel.

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Can you plan around AI without trying to pick which companies survive?

Watch the full video, “How Should Investors Prepare for an AI-Driven Future,” on our YouTube channel.

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Which businesses depend on cars needing parts and service?

Watch the full video, “2 Markets That Could Get Crushed by AI,” on our YouTube channel.

[AlignedWealth @AlignedWealthHQ]

A good run and a lasting trend are not the same thing.

We build our allocations around evidence, not rallies.