Barron’s has named Dimensional Fund Advisors No. 1 in the outlet’s “Best Fund Families of 2022” list. The rankings look at the one-year records of how each firm’s actively managed funds performed vs. peers, based on data from Refinitiv Lipper. “Dimensional is known for its roots in academic research on factor investing, particularly involving value investing,…
What if you could give any child in your life a brighter financial future without spending a single penny? What if it only took the right words? Believe it or not, that IS possible. Talking to children about money now can pay off in a big way later. And that’s true for “children” of any age…
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…
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…
Looking back at 2022, did predictions made by money managers and forecasters come true? At the beginning of each year, money managers and financial experts release predictions around what the forthcoming 12-months will bring from an investing standpoint. But how did their forecasts pan out, particularly in a year as unpredictable as 2022? We look…
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,…
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….
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…
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…
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…
Get in touch to tell us more about your plans and see if we might be the right co-captain for you.
Schedule an intro meeting