The Navigoe Blog

Category: Navigoe

Choosing a Financial Advisor: What Questions Should You Ask?

Choosing a financial advisor can be a confusing and overwhelming, perhaps even intimidating process. The right advisor will serve as a partner to you and your family in keeping you on course to achieve your financial goals. The wrong one, on the other hand, could prove costly in time, money and robbing you of financial…

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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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Alert? Block? Or Freeze? What’s the Best Way to Protect Your Credit?

Equifax, one of the three major credit report bureaus that reviews, reports, and maintains consumer credit files, recently announced that it had discovered a breach in its computer systems. Consequently, personal data (primarily names, Social Security numbers, birth dates, addresses, driver’s license numbers, and credit card numbers) for approximately 140 million people in the U.S….

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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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Eric Toya and Don Hance, Jr. to Volunteer for Los Angeles Financial Planning Day

Tomorrow, October 29, 2016, the sixth annual Los Angeles Financial Planning Day will be held at the Downtown Los Angeles Public Library. Financial Planning Days are among the largest nationwide financial education and pro-bono events in the country. The aim is to provide free, no strings attached financial counsel and education to thousands of individuals…

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Sometimes ‘Buy and Hold’ Isn’t the Right Investment Strategy

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…

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Navigoe First Quarter 2015 Newsletter: 4 Reasons for Roth IRA Conversions, Keeping a 529 Plan Rolling, Dispel Popular Myths About Retirement, and more!

The 2015 First Quarter Navigoe Newsletter is complete! Here is a summary of some of the articles in this quarter’s newsletter: Ponder These 4 Reasons For Roth IRA Conversions Roth IRA conversions remain a top topic of discussion for those who are seeking to maximize their retirement dollars. Although there are many benefits to converting…

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Navigoe Third Quarter 2014 Market Review: Stormy Seas

Just when we had become accustomed to the smooth sailing that the markets had been delivering, we are reminded that stormy seas are part of the journey of being invested in the stock market. After three years of steady gains, market prices took a healthy step backwards. Among all major equity asset classes, only large…

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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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