The Navigoe Blog

Author: Navigoe

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 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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