Navigoe Partner and Director of Wealth Management, Eric Toya, was recently named on the INVESTOPEDIA 100 list of most influential financial advisors. Investopedia, a leading online source of financial information and services, announced the inaugural INVESTOPEDIA 100, a ranking of influential advisors based on the presence and impact of advisors across social media platforms and…
Seldom do I take the time to respond to articles where I have a different opinion. I could waste most of my time everyday if I tried. However, as my company is about to host an investment presentation where we talk about the “DFA Advantage,” I felt that a reply to this particular article was…
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…
Navigoe Founding Partner, Scott Leonard, writes in his latest piece for Money Magazine, “You don’t have to be rich to set up the equivalent of a charitable foundation. — one that can continue making donations even after your death.” Read the full article here: Give to Charity Like Bill Gates…Without Being Bill Gates
Navigoe Founding Partner, Scott Leonard, penned an article for Time Magazine about how to maximize yourSocial Security Benefits. The article was a real life case of a client who had made plans to begin Social Securityretirement benefits, but changed course when we showed him the possible benefit of waiting. Read the full article here: Maximize Your Social Security…
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