One of the most hotly contested presidential elections in US history is now just around the corner. Hopefully we will soon know who will be sworn into office in January 2021. The results of the election will surely have wide ranging effects on all Americans on vital matters such as healthcare, foreign policy, judicial appointments,…
Large and In Charge? Giant Firms atop Market Is Nothing New. A top-heavy stock market with the largest 10 stocks accounting for over 20% of market capitalization and a marquee technology firm perched at No. 1? This sounds like a description of the current US stock market, dominated by Apple and the other FAANG stocks,1 but…
With a bounce-back in growth and tech stocks since the huge losses early this year, is now a good time to get out of the market and sit on the sidelines? After all, there is still a great deal of uncertainty looking forward: presidential election, the timing of a vaccine and distribution concerns, the uncertainty…
Let’s face it, bear markets are no fun. When all is well in the stock market, we often tell clients that we don’t have a crystal ball, but one thing that we can guarantee is that stock markets will crash at some point. In fact, depending on how old you are, or how many years…
When I was a kid, I always wanted to have a perfect plate of food. To me, this meant an even amount of rice, meat and vegetables. So, if I ate a forkful of chicken, I would turn my plate to eat a similar quantity of rice, then vegetables. All the components would remain in…
About a month ago, in the early news stages of the Coronavirus, I called my wife asking her if she was going shopping. She happened to be at Costco (of all places!) and asked what I wanted. I asked her to get bottled water, toilet paper, and canned goods. The bottled water in stock was…
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…
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…
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…
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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