The Navigoe Blog

Author: Navigoe

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

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

2019 Year-End Market Commentary

A year ago, as we entered 2019, we were coming off of the heels of the worst year for stocks since 2008, which was the depths of the Great Recession crash. The S&P 500 was negative in 2018 for the first time since 2008, and all major stock market indices were negative, with many of…

Read More

Investopedia names Navigoe Partner, Eric Toya, among top 100 influential financial advisors

Navigoe Partner and Director of Wealth Management, Eric Toya, was recently named on the INVESTOPEDIA 100 list of most influential financial advisors. Investopedia, a leading online source of financial information and services, announced the inaugural INVESTOPEDIA 100, a ranking of influential advisors based on the presence and impact of advisors across social media platforms and…

Read More

Eric Toya and Don Hance, Jr. to Volunteer for Los Angeles Financial Planning Day

Tomorrow, October 29, 2016, the sixth annual Los Angeles Financial Planning Day will be held at the Downtown Los Angeles Public Library. Financial Planning Days are among the largest nationwide financial education and pro-bono events in the country. The aim is to provide free, no strings attached financial counsel and education to thousands of individuals…

Read More

Brexit – The BBC’s sequel to Downton Abbey

The real cause of yesterday’s vote by the British electorate to end its membership in the European Union was actually a well-executed plot by the BBC. With the BBC hit, Downton Abbey, ending after six seasons, the executives were searching for another multi-season blockbuster to help justify their special status as a quasi-public broadcaster. Add…

Read More

Ted Cruz Is Making One Texas-Sized Investing Mistake

This Money Magazine article looks at the presidential candidate’s own finances. Navigoe Founding Partner, Scott Leonard, was again asked to evaluate the candidate’s investment portfolio. Cruz’ lack of diversification may offer valuable lessons for other investors. Read the full article here: Ted Cruz Is Making One Texas-Sized Investing Mistake

Read More

Money Magazine asks Scott Leonard to comment on Jeb Bush’s Personal Investments

Money asked Navigoe Founding Partner, Scott Leonard, to evaluate Jeb Bush’s investments for an article. Scott was quoted multiple times, noting that Bush’s portfolio consists of an unwieldy thicket of investments rather than a coherent plan. This year Navigoe launched a new portfolio evaluation service. For $250 we will provide an “Investment Report Card.” If…

Read More

Sometimes ‘Buy and Hold’ Isn’t the Right Investment Strategy

It’s that time of year — you’re looking at your investment returns from last year and, most likely, not feeling too great. Add the large losses already sustained this year, and you’re probably turning a little green. We all know the conventional wisdom when the markets are in free fall: Don’t panic. Buy and hold. That’s great…

Read More

Navigoe Third Quarter Newsletter

The Navigoe Third Quarter Newsletter is out! Here is a summary of some of the articles in our latest newsletter. Eight Compelling Tax Reasons for Roth IRA Conversion Deciding whether or not you should convert your traditional IRA (or part of it) to a Roth IRA is an important decision with significant tax and retirement…

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