Navigoe had the honor of being profiled in South Bay Magazine for their special Financial Services section. For this profile, they interviewed our Founding Partner and CEO, Scott Leonard, about Navigoe’s services, what makes our firm unique, and what type of clients are typically best suited for our services. They even chatted a bit about…
Navigoe hosted a webinar featuring CEO and founder, Scott Leonard, and special guest, Apollo Lupescu, Vice President and “Secretary of Explaining Stuff” at Dimensional Fund Advisors. In this conversation, Scott and Apollo look back at the performance of the financial markets in the first quarter of 2022. Specifically, they discuss many of the top headlines…
For the first time in a long time, travel is becoming a real possibility. The pandemic hasn’t disappeared (and it’s not going away any time soon) but we’re turning a corner. More of us are getting vaccinated against COVID-19 every day, and more of us have a ready-to-travel mindset. After months of doing everything from…
Navigoe recently hosted a webinar featuring CEO and Founder, Scott Leonard, and special guest, Althea Trevor, Head of Equity Portfolio Strategies with Dimensional Fund Advisors Investment Solutions Group. Click the image below or this link to access a recording of the webinar.
Happy New Year! I have never been so happy to put a year behind us as I am with 2020. All of us here at Navigoe hope that you and your family are all safe and healthy as we work our way through this pandemic. Navigoe Update Since early March of 2020, everyone at Navigoe…
Perhaps more than most years your favorite charity needs your support. While there is a tax reduction potential in charitable donations, it is important that the desire to give is the primary motivating factor. The Coronavirus relief law, known as the CARES Act, was passed earlier this summer and makes some important changes to the…
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,…
Right around this time of year is when we usually host the annual Navigoe End of Summer Celebration. Unfortunately, as we are still respecting social distancing and group gathering guidelines, the 2020 celebration has been cancelled. However, we hope to give you something to look forward to. Our company, started by Scott Leonard in 1996,…
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…
Get in touch to tell us more about your plans and see if we might be the right co-captain for you.
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