The Navigoe Blog

The Financial Quarterly- Quarter 4 2023

After a rocky year, stocks rallied in Q4 to end 2023 with a bang.1 Can we trust the bull market? Is a correction hiding around the corner? Will that predicted recession finally strike? We’ll dive into what happened in the final months of 2023 and what we might see in the first months of 2024….

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Above The Fray: When Value Delivers

Wes Crill, PhD, Senior Investment Director and Vice President The first half of 2023 marks the tenth time since 1926 that value stocks have underperformed growth stocks by more than 20 percentage points over a two-quarter period. More often than not, value has responded like the hero in an action movie, beating growth over the…

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Over the Top

Wes Crill, PhD, Senior Investment Director and Vice President US stocks outpaced non-US stocks in the first seven months of 2023, adding another data point to a decade-long stretch of US market dominance. While some investors may see this as further reason to question the benefit of global diversification, it’s important to note how much…

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Happy Earth Day!

Happy Earth Day from the Navigoe Crew! This week we volunteered with South Bay Parkland Conservancy at Wilderness Park in Redondo Beach. We cleared space for new native plants to be planted today, in celebration of Earth Day!

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Dimensional Ranked No. 1 in Barron’s ‘Best Fund Families of 2022’

Barron’s has named Dimensional Fund Advisors No. 1 in the outlet’s “Best Fund Families of 2022” list. The rankings look at the one-year records of how each firm’s actively managed funds performed vs. peers, based on data from Refinitiv Lipper. “Dimensional is known for its roots in academic research on factor investing, particularly involving value investing,…

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How Your Money Wisdom Plants the Seeds for a More Prosperous Future

What if you could give any child in your life a brighter financial future without spending a single penny? What if it only took the right words? Believe it or not, that IS possible. Talking to children about money now can pay off in a big way later. And that’s true for “children” of any age…

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Navigoe 2022 Q4 Market Review

We’re excited to present to you the latest in our quarterly webinar series featuring Navigoe Founder and CEO, Scott Leonard, and Dimensional Fund Advisor’s “Secretary of Explaining Stuff” Apollo Lupescu. Scott and Apollo bring the conversation into the Navigoe office’s Fireside Room. In this conversation, they discuss the current state of the markets and the…

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2022 Year End Letter to Clients

Dear Valued Client, Happy New Year! I hope that everyone was able to spend some quality time with the people that matter most this past holiday season. Before I get into the summary of last year, I want to share a quick story. “Is everyone freaking out?” In the past month I met many people…

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