The Navigoe Blog

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…

Read More

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…

Read More

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…

Read More

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…

Read More

Navigoe Update: COVID-19

Following is a letter that was sent to all Navigoe clients on the evening of Thursday, March 12, 2020. Good evening, I hope this email finds you and your family healthy and doing well. For all of us, staying healthy through this current coronavirus outbreak is very important. I want to provide you with an…

Read More

SECURE Act Planning Opportunities

Just before the new year, the SECURE Act, a bill intended to improve the retirement outlook for millions of Americans was signed into law. We highlighted the main provisions of the new law in an earlier blog post. A new law that changes some of the rules governing how you save for retirement is bound…

Read More

Investing with the Coronavirus

It appears that the real risk to stock markets is an overreaction, to the overreaction, of currently understood effects of the coronavirus Covid-19. The best defense to such a reaction is a globally diversified portfolio with a proven strategy to weather market storms. Viruses are a common part of human life. We live with them…

Read More

Planning For the End of Life

Navigoe’s First Quarter 2020 Newsletter has been published! Following is a summary of one of the articles. At the bottom you can click to view the entire newsletter. Nobody wants to think about dying, much less planning for all the details that will follow. But this is important. Your heirs and the executor of your…

Read More

Have
Questions?

Our team of financial navigators are hear to guide you along the way. Schedule a call to see if we might be the right fit for you.

Schedule a CallNo Thanks