If you’re like most people, you can’t wait for this presidential election to be over. Then your Facebook feed will finally go back to photos of kids, puppies and food. Until then, you get mudslinging. Every election year, we’re worn out by the bickering campaigns, the endless commercials and mailers and that crazy uncle who…
July is the month that we gather with family and friends over barbecue and fireworks to celebrate our nation’s independence. This month, take a moment to consider your own financial independence. What is financial independence? Financial independence is a concept that means something different to everyone. To some, it is being able to buy a…
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…
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…
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