Align Financial, with Robert Lockhart

Align Financial, with Robert Lockhart Align Financial Inc. is a financial-services practice dedicated to serving the needs of individual investors. Member SIPC.

Align Financial, Inc is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Important Disclosure Information: http://raymondjames.com/smicd.htm

09/17/2025

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09/16/2025

cpapracticeadvisor.com

The Beige Book may sound dull, but it offers a uniquely human lens on the economy. Learn how the Federal Reserve gathers...
09/15/2025

The Beige Book may sound dull, but it offers a uniquely human lens on the economy. Learn how the Federal Reserve gathers real-world insights to help shape monetary policy.

raymondjames.com

Fed Chair Powell's comments at Jackson Hole catalyzed a strong accumulation in equities on Friday. The S&P 500 bounced n...
09/15/2025

Fed Chair Powell's comments at Jackson Hole catalyzed a strong accumulation in equities on Friday. The S&P 500 bounced near highs (and has held there since), but the story is beneath the surface.

Read more in the Weekly Market Guide.

amazonaws.com

In what promises to be another high-profile case, President Trump has sought an appeal in the U.S. Supreme Court to a ru...
09/13/2025

In what promises to be another high-profile case, President Trump has sought an appeal in the U.S. Supreme Court to a ruling that found the majority of his global tariffs illegal.

Read more in the Morning Brew.

amazonaws.com

09/12/2025

cpapracticeadvisor.com

National 401(k) Day is an opportunity to reflect on your long-term financial goals. Whether you're just starting out or ...
09/12/2025

National 401(k) Day is an opportunity to reflect on your long-term financial goals. Whether you're just starting out or approaching retirement, reviewing your 401(k) strategy can help ensure you're on track for the future you envision.

Conventional wisdom sees debt as a setback. But for high-net-worth individuals, lending can help preserve long-term goal...
09/12/2025

Conventional wisdom sees debt as a setback. But for high-net-worth individuals, lending can help preserve long-term goals while meeting life's big moments head-on.

raymondjames.com

The financial markets held strong against tariff headwinds throughout the month of August, with the S&P 500 reaching its...
09/11/2025

The financial markets held strong against tariff headwinds throughout the month of August, with the S&P 500 reaching its 20th all-time high this year. Small-cap equities led the way in overall growth. Read the details in our monthly market report:

raymondjames.com

Contributing to an employer-sponsored 401(k) is a tax-efficient way to save for retirement. Here's how to make the most ...
09/11/2025

Contributing to an employer-sponsored 401(k) is a tax-efficient way to save for retirement. Here's how to make the most of yours.

raymondjames.com

Coming off the Labor Day holiday, investors were reminded not to get complacent. September has been the weakest-performi...
09/11/2025

Coming off the Labor Day holiday, investors were reminded not to get complacent. September has been the weakest-performing month over the past 25 years, with an average return of -1.51%.

Read more in the Weekly Market Guide.

amazonaws.com

Think you've maxed out retirement contributions? If you're a business owner, cash balance plans might have you rethinkin...
09/10/2025

Think you've maxed out retirement contributions? If you're a business owner, cash balance plans might have you rethinking that. Learn more:

raymondjames.com

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1700 Soscol, Suite 27
Napa, CA
94559

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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