If you’re looking at your portfolio right now (April 2025) and seeing more red than green, you’re not alone. Volatility is up, headlines are loud, and even the strongest investors are feeling the pressure. But here’s the upside: this kind of market is ripe with opportunity—if you know how to use it. One of the […]

If you’re paying attention to the stock market right now, you’ve probably felt that mix of frustration and anxiety. Headlines are swirling, market swings are dramatic, and with the recent announcement of tariffs, things got even more chaotic. If you’re wondering, “Is my portfolio still on track?”—you’re not alone. But here’s the truth: these moments

If you’re a high-income earner, charitable giving isn’t just about generosity—it’s also a powerful financial strategy. Many high earners believe that philanthropy simply reduces available cash flow, but the reality is quite different. Done correctly, charitable giving can significantly lower your taxes, diversify your investments, and strengthen your family’s financial legacy. In this article, you’ll

If you’re an engineer, executive, or tech professional earning substantial equity compensation, you’re probably familiar with the feeling of having your financial life tied closely to your company’s stock performance. On the surface, this can seem like a dream come true—wealth accumulating as your company thrives. Yet, despite success, many high earners find themselves grappling

The Next Step in Your Financial Growth Maxing out your 401(k) is a big milestone. It means you’re prioritizing your future, taking advantage of tax benefits, and building long-term wealth. But now that you’ve hit the limit, where do you put your next dollar? The answer isn’t the same for everyone. The best next step

When most people think about financial advisors, they imagine a few meetings, some spreadsheets, and basic investment tips. At Truly Aligned, we make sure your experience feels clear, straightforward, and stress-free. But here’s the thing most people don’t see: behind your seamless experience is hours of meticulous analysis. We’re diving deep into every corner of