The Navigoe Blog

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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This Has Been a Test: Developing a Financial Plan You Can Stick With

Think back to December 2019. The economy was humming. Unemployment, interest rates, and inflation were at historically low levels. But then what happened? I don’t know anyone who predicted all of that back in December 2019. But what if someone had? What would you have done? Next question: What if that person told you that,…

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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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