The Navigoe Blog

9 Key Principles to Improve Your Odds of Achieving Your Goals

1. Focus on what you can control Navigoe can offer experience and guidance to help you focus on actions that add value. This can lead to a better investment experience. 2. Don’t Try to Outguess the Market The market’s pricing power works against fund managers who try to outperform through stock picking or market timing….

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A Review of the 2nd Quarter of 2022

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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Are We Headed for a Recession?

Just two years removed from the last US recession, negative stock returns and aggressive US Federal Reserve interest rate hikes have many investors concerned we are headed for another big “R”—if we’re not already there. But recessions are always identified with a lag. By the time one is called, the worst of its impact on…

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South Bay Magazine Profile

Navigoe had the honor of being profiled in South Bay Magazine for their special Financial Services section. For this profile, they interviewed our Founding Partner and CEO, Scott Leonard, about Navigoe’s services, what makes our firm unique, and what type of clients are typically best suited for our services. They even chatted a bit about…

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A look back at the first quarter of 2022

Navigoe hosted a webinar featuring CEO and founder, Scott Leonard, and special guest, Apollo Lupescu, Vice President and “Secretary of Explaining Stuff” at Dimensional Fund Advisors. In this conversation, Scott and Apollo look back at the performance of the financial markets in the first quarter of 2022. Specifically, they discuss many of the top headlines…

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A Sustainability Conversation – ESG Investing

Navigoe recently hosted a webinar featuring CEO and Founder, Scott Leonard, and special guest, Althea Trevor, Head of Equity Portfolio Strategies with Dimensional Fund Advisors Investment Solutions Group. Click the image below or this link to access a recording of the webinar.

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2020 Year End Client Letter

Happy New Year! I have never been so happy to put a year behind us as I am with 2020. All of us here at Navigoe hope that you and your family are all safe and healthy as we work our way through this pandemic. Navigoe Update Since early March of 2020, everyone at Navigoe…

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2020 Year End Charitable Giving

Perhaps more than most years your favorite charity needs your support. While there is a tax reduction potential in charitable donations, it is important that the desire to give is the primary motivating factor. The Coronavirus relief law, known as the CARES Act, was passed earlier this summer and makes some important changes to the…

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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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