Navigoe, LLC

Financial planning isn’t just about considering investments or taxes in isolation. It’s about how everything works together.

Navigoe’s WealthSpan Index offers an integrated approach to planning that’s grounded in four cardinal directions: how you spend, how you manage taxes, how you plan your legacy, and how everything stays connected.

This blog post walks through each one and how they fit into a more coordinated financial life.

Read more:

https://www.navigoe.com/blog/wealthspan-index-cardinal-directions/

Certain voices in the investment industry have long championed active management strategies.

However, research continues to show a misalignment between the pro-stock picking narrative and the data.

As modern investors move away from this idea of “picking a winner,” a new framework for defining your personal investment philosophy emerges. We explore that rubric in our latest blog post.

https://www.navigoe.com/blog/time-to-stop-stock-picking-the-fundamentals-powering-modern-investment-management