The Navigoe Blog

Category: In the Media

Ted Cruz Is Making One Texas-Sized Investing Mistake

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

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Money Magazine asks Scott Leonard to comment on Jeb Bush’s Personal Investments

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…

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Maximizing Your Social Security Benefits, by Scott Leonard

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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