The Navigoe Blog

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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Treat Investing Like a Marathon, Not a Sprint

After a volatile start to 2016, investors should be pleased to remember that investing is not a sprint, but instead it’s more like a marathon. A sprint race can be won or lost by how well runners respond to the starting gun and explode off of the blocks. Marathons, on the other hand, are probably…

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Navigoe Third Quarter Newsletter

The Navigoe Third Quarter Newsletter is out! Here is a summary of some of the articles in our latest newsletter. Eight Compelling Tax Reasons for Roth IRA Conversion Deciding whether or not you should convert your traditional IRA (or part of it) to a Roth IRA is an important decision with significant tax and retirement…

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Navigoe 2015 Mid-Year Review

Halfway through 2015 and the U.S. stock market is at about the same level as it was at the start of the year. Equity markets looked like they were going to end the first half of the year with some modest gains, yet in the final weeks of June the U.S. and global markets, took…

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How do I withdraw from my 529 plan?

Every year, maybe every month, you diligently added to your child’s college savings in a 529 plan. Maybe Grandma and Grandpa kicked in some money to help out. It never seemed like enough — but then again, college seemed so far away. Hard to believe, but that time has come: time to send the little…

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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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Why are International Equities unhedged?

In 2014, the US dollar went on a tear. The currency strengthened versus all other major currencies, and not by a small amount. The US dollar gained 11.97% against the Euro, 5.92% against the British pound, 8.32% against the Australian dollar and 11.58% against the Japanese Yen. If you were a consumer of foreign products,…

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