The Navigoe Blog

Author: Scott Leonard, CFP®

Sailing Through The Storm

Staying the Course – Global Equity Markets, Hurricanes and Your Financial Future In 2011, my family and I departed on a three-year sailing adventure beginning in the Caribbean, taking us through the Panama Canal, and across the South Pacific. In the years since, I have shared stories with family, friends, and clients about the once…

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Modern Portfolio Theory and the 2020 Bear Market

Modern Portfolio Theory, Two Decades of Real Life Investing, and the 2020 Bear Market Summary: Modern Portfolio Theory (MPT) was emerging as the leading scientific investment approach in the 1980s. A small number of firms started implementing the academic strategies of MPT over the course of the 1990s, of which Navigoe was one. Navigoe’s approach…

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Investing with the Coronavirus

It appears that the real risk to stock markets is an overreaction, to the overreaction, of currently understood effects of the coronavirus Covid-19. The best defense to such a reaction is a globally diversified portfolio with a proven strategy to weather market storms. Viruses are a common part of human life. We live with them…

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Using the Roth IRA to Give the Gift of Financial Security

Help your children and/or grandchildren to build good financial habits by setting up and contributing to a Roth IRA this year, and every year. Key Takeaways 1 in 3 Americans have less than $5,000 saved for retirement. (CNBC Aug. 2018) Just like eating healthy and regular exercise, the sooner one gets into the habit of…

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Charitable Giving From Your IRA

If you are over 70, making charitable gifts directly from you IRA may be your best tax move going forward. The Tax Cuts and Jobs Act, passed in December 2017, made three major changes that may significantly affect charitable giving, especially for those over 70. First, it increased the standard deduction to $24,000 for married…

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