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:
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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

09/11/2025

We broke down markets into a 5-minute read

09/09/2025

Sitting still might feel smart, but history shows that hesitation can have hidden costs.

09/04/2025

Here's what savvy investors should know

09/02/2025

One bad experience can distort how we see every future high. Learn why that matters.

08/28/2025

Here's what you need to know

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417 Beryl Street
Redondo Beach, CA
90277

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
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