Navigoe, LLC

Navigoe, LLC Navigoe delivers all-inclusive wealth management services, focused on the major disciplines of plann We never receive commissions or referral fees.

Our independent status allows us to serve as an ally to our clients. This fee-only model means that our clients know that they will always receive our best advice. As an independent, objective advisor in an industry awash with conflicts of interest, our clients take comfort in knowing that we have no reason to recommend anything other than what is best for them. We have a legal obligation, as a fi

duciary, to always act in the best interest of our clients. Disclosure:
Clicking the “Like” button does not constitute and should not be considered a testimonial for or an endorsement of Navigoe, LLC, any associated person or our services. “Like” is not meant in the traditional sense; clicking the “Like” button is merely a mechanism to circulate our pages. Navigoe, LLC requests that any posting to our page should refrain from recommending us or providing testimonials for our services.

Index funds have become the default choice for many passive investors, but were they actually designed to be investment ...
08/18/2026

Index funds have become the default choice for many passive investors, but were they actually designed to be investment products?

In our latest blog post, we explore why indexes were originally created as benchmarks, how active management costs can impact performance, and why some index funds may not provide the investment exposure investors expect.

Read more:

http://navigoe.com/blog/index-funds-passive-investment-strategy

08/06/2026

Many investors think index funds are the gold standard for passive investing — but were they actually designed for that purpose?

In the latest video in our series on active versus passive management, Founding Partner Scott Leonard, CFP® AIF, explains how index funds were originally created as benchmarks to active managers, where they diverge from the academic definition of asset classes, and why that distinction matters when building an investment portfolio.

https://youtu.be/CbIdY-zbRIk

Most investors understand the tradeoff between stocks and bonds: higher expected returns generally come with higher risk...
07/16/2026

Most investors understand the tradeoff between stocks and bonds: higher expected returns generally come with higher risk.

But there are other risk premiums within the stock market that investors often overlook, including company size, relative price (value), and profitability.

In our latest blog post, we explore the four core equity risk premiums and how they can play a role in building a diversified portfolio.

Read more:

https://www.navigoe.com/blog/proven-equity-risk-premiums

07/07/2026

What drives long-term stock returns?

Research has identified four equity risk premiums that have historically been associated with higher expected returns, including company size, relative price, and profitability.

In this video, Scott Leonard , CFP® explains the connection between risk and anticipated gains or losses, and how to take this research into account when building a diversified portfolio.

Watch the video to learn more.

https://youtu.be/KeTykd98Q4A

A strong financial plan is more than a structure that looks good on paper.Our WealthSpan Index helps us build financial ...
06/23/2026

A strong financial plan is more than a structure that looks good on paper.

Our WealthSpan Index helps us build financial plans that work in the real world. In our latest blog, we break down the four waypoints that help reinforce your plan over time.

From covering essential expenses to stress testing long-term outcomes, these elements can help keep your plan on course.

Read more:

https://www.navigoe.com/blog/exploring-the-wealthspan-index-4-waypoints-guiding-your-plan

06/10/2026

Most retirement plans are built using index-based market assumptions. But what happens when investors try to outperform those assumptions with active management — and end up underperforming instead?

In this next video in our series on active management, Founder Partner Scott Leonard explains why even small gaps in long-term investment performance can have a major impact on retirement outcomes, and what investors should consider when evaluating active versus passive strategies.

https://youtu.be/anynpSOWFnU

Financial planning isn’t just about considering investments or taxes in isolation. It’s about how everything works toget...
05/13/2026

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/

A financial plan should do more than look good on paper. It should hold up over time.The WealthSpan Index is Navigoe’s f...
05/07/2026

A financial plan should do more than look good on paper. It should hold up over time.

The WealthSpan Index is Navigoe’s framework for building a plan that stays aligned through changing markets, evolving goals, and real life.

Below, we break down the elements that guide the process, from setting direction to reinforcing long-term stability.

Learn more in this video: https://youtu.be/U3TT8Lavymo

04/28/2026

Many investors believe the key to success is finding the right manager who can pick winning stocks. But the data tells a different story.

Over long periods of time, most actively managed funds fail to outperform their benchmark, and the few that do rarely repeat that performance.

In this article, we explain how active management works, why index investing has become a popular strategy, and how investors can build a diversified portfolio aligned with their long-term goals.

https://www.navigoe.com/blog/active-management-vs-index-investing-understanding-the-trade-offs

Certain voices in the investment industry have long championed active management strategies.However, research continues ...
04/21/2026

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

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