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…
New Year’s Day is a big deal in my house. We spend the better part of the last days of December preparing a grand feast. On the big day, we host a large gathering of family and friends. I am of Japanese descent and my wife is Filipino, and the feast reflects our backgrounds, including…
After a volatile start to 2016, investors should be pleased to remember that investing is not a sprint, but instead it’s more like a marathon. A sprint race can be won or lost by how well runners respond to the starting gun and explode off of the blocks. Marathons, on the other hand, are probably…
A common quip about the lottery is that it’s a tax on people who are bad at math. Whether or not you agree with that, this time could be an exception. You have probably heard that the Powerball jackpot is at a record high of $1.4 billion. This has prompted articles and blogs claiming that,…
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…
Every year, maybe every month, you diligently added to your child’s college savings in a 529 plan. Maybe Grandma and Grandpa kicked in some money to help out. It never seemed like enough — but then again, college seemed so far away. Hard to believe, but that time has come: time to send the little…
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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