The Navigoe Blog

Category: In the Media

Kathleen Boyd Wins 2017 FPA Diversity Scholarship

Congratulations to Navigoe Financial Navigator, Kathleen Boyd for winning the Financial Planning Association Diversity Scholarship to for the 2017 FPA Annual Conference. The Financial Planning Association (FPA) is the largest membership organization of Certified Financial Planner™ (CFP®) professionals. The Diversity Scholarship is a merit based scholarship program that is awarded to a financial planning professional…

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Investopedia names Navigoe Partner, Eric Toya, among top 100 influential financial advisors

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…

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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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