Congratulations to Navigoe Financial Navigator, Kathleen Boyd for winning the Financial Planning Association Diversity Scholarship to for the 2017 FPA Annual Conference. The Financial Planning Association (FPA) is the largest membership organization of Certified Financial Planner™ (CFP®) professionals. The Diversity Scholarship is a merit based scholarship program that is awarded to a financial planning professional…
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…
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…
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…
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
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…
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…
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…
Halfway through 2015 and the U.S. stock market is at about the same level as it was at the start of the year. Equity markets looked like they were going to end the first half of the year with some modest gains, yet in the final weeks of June the U.S. and global markets, took…
The 2015 First Quarter Navigoe Newsletter is complete! Here is a summary of some of the articles in this quarter’s newsletter: Ponder These 4 Reasons For Roth IRA Conversions Roth IRA conversions remain a top topic of discussion for those who are seeking to maximize their retirement dollars. Although there are many benefits to converting…
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