The Navigoe Blog

2020 Election and the Market

One of the most hotly contested presidential elections in US history is now just around the corner. Hopefully we will soon know who will be sworn into office in January 2021. The results of the election will surely have wide ranging effects on all Americans on vital matters such as healthcare, foreign policy, judicial appointments,…

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Navigoe 3rd Quarter Newsletter

Right around this time of year is when we usually host the annual Navigoe End of Summer Celebration. Unfortunately, as we are still respecting social distancing and group gathering guidelines, the 2020 celebration has been cancelled. However, we hope to give you something to look forward to. Our company, started by Scott Leonard in 1996,…

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Large and In Charge? Giant Firms atop Market Is Nothing New.

Large and In Charge? Giant Firms atop Market Is Nothing New. A top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1? This sounds like a description of the current US stock market, dominated by Apple and the other FAANG stocks,1 but…

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The Difficulty of Timing the Market

With a bounce-back in growth and tech stocks since the huge losses early this year, is now a good time to get out of the market and sit on the sidelines? After all, there is still a great deal of uncertainty looking forward: presidential election, the timing of a vaccine and distribution concerns, the uncertainty…

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Navigoe Newsletter: Retirement Income Methods and Other Updates

Beginning Monday, March 15, the Navigoe Crew began working from home. Modern technology has been a blessing, allowing this to be possible. Over the past several years, we have made significant strides to become a mostly paperless office, and all of our secure software tools now live in the “cloud” meaning that we do not…

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Tax Strategies When Stock Prices Crash

Let’s face it, bear markets are no fun. When all is well in the stock market, we often tell clients that we don’t have a crystal ball, but one thing that we can guarantee is that stock markets will crash at some point. In fact, depending on how old you are, or how many years…

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Sailing Through The Storm

Staying the Course – Global Equity Markets, Hurricanes and Your Financial Future In 2011, my family and I departed on a three-year sailing adventure beginning in the Caribbean, taking us through the Panama Canal, and across the South Pacific. In the years since, I have shared stories with family, friends, and clients about the once…

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Modern Portfolio Theory and the 2020 Bear Market

Modern Portfolio Theory, Two Decades of Real Life Investing, and the 2020 Bear Market Summary: Modern Portfolio Theory (MPT) was emerging as the leading scientific investment approach in the 1980s. A small number of firms started implementing the academic strategies of MPT over the course of the 1990s, of which Navigoe was one. Navigoe’s approach…

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