The Navigoe Blog

Month: January 2015

Navigoe First Quarter 2015 Newsletter: 4 Reasons for Roth IRA Conversions, Keeping a 529 Plan Rolling, Dispel Popular Myths About Retirement, and more!

The 2015 First Quarter Navigoe Newsletter is complete! Here is a summary of some of the articles in this quarter’s newsletter: Ponder These 4 Reasons For Roth IRA Conversions Roth IRA conversions remain a top topic of discussion for those who are seeking to maximize their retirement dollars. Although there are many benefits to converting…

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Why are International Equities unhedged?

In 2014, the US dollar went on a tear. The currency strengthened versus all other major currencies, and not by a small amount. The US dollar gained 11.97% against the Euro, 5.92% against the British pound, 8.32% against the Australian dollar and 11.58% against the Japanese Yen. If you were a consumer of foreign products,…

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Navigoe 2014 Market Review

The year 2014 will be remembered as another great year to be a stock market investor, both in the US and abroad. Of course, as is usually the case, the year-end results give us a limited perspective on the actual events of the year. It’s been said that you know your portfolio is well diversified…

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