The Navigoe Blog

Author: Navigoe

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…

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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…

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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…

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Navigoe 2015 Mid-Year Review

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…

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Navigoe First Quarter 2015 Newsletter: 4 Reasons for Roth IRA Conversions, Keeping a 529 Plan Rolling, Dispel Popular Myths About Retirement, and more!

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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Eric Toya to Volunteer at Los Angeles Financial Planning Day 2014

Saturday, October 25, 2014, the City of Los Angeles, the Los Angeles Chapter of the Financial Planning Association and the Certified Financial Planner Board of Standards will be partnering to host the 2014 Los Angeles Financial Planning Day. Members of the community will have the opportunity to meet one-on-one with financial planners to discuss their…

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Navigoe Third Quarter 2014 Market Review: Stormy Seas

Just when we had become accustomed to the smooth sailing that the markets had been delivering, we are reminded that stormy seas are part of the journey of being invested in the stock market. After three years of steady gains, market prices took a healthy step backwards. Among all major equity asset classes, only large…

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Maximizing Your Social Security Benefits, by Scott Leonard

Navigoe Founding Partner, Scott Leonard, penned an article for Time Magazine about how to maximize yourSocial Security Benefits.  The article was a real life case of a client who had made plans to begin Social Securityretirement benefits, but changed course when we showed him the possible benefit of waiting. Read the full article here: Maximize Your Social Security…

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