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The Navigoe Blog

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Sailing Through The Storm
Investing, Retirement, Wealth Management Scott Leonard, CFP® 3/24/20 Investing, Retirement, Wealth Management Scott Leonard, CFP® 3/24/20

Sailing Through The Storm

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Modern Portfolio Theory and the 2020 Bear Market
Economics, Investing Scott Leonard, CFP® 3/13/20 Economics, Investing Scott Leonard, CFP® 3/13/20

Modern Portfolio Theory and the 2020 Bear Market

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Navigoe Update: COVID-19
Economics, Investing, Retirement Navigoe Admin 3/13/20 Economics, Investing, Retirement Navigoe Admin 3/13/20

Navigoe Update: COVID-19

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SECURE Act Planning Opportunities
Retirement, Taxes Eric Toya, CFP® 3/6/20 Retirement, Taxes Eric Toya, CFP® 3/6/20

SECURE Act Planning Opportunities

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Investing with the Coronavirus
Investing Scott Leonard, CFP® 2/27/20 Investing Scott Leonard, CFP® 2/27/20

Investing with the Coronavirus

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Planning For the End of Life
Estate Planning, Newsletter Navigoe Admin 2/26/20 Estate Planning, Newsletter Navigoe Admin 2/26/20

Planning For the End of Life

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2019 Year-End Market Commentary
Uncategorized Navigoe Admin 1/30/20 Uncategorized Navigoe Admin 1/30/20

2019 Year-End Market Commentary

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SECURE Act and Tax Extenders Summary
Retirement, Taxes Eric Toya, CFP® 1/8/20 Retirement, Taxes Eric Toya, CFP® 1/8/20

SECURE Act and Tax Extenders Summary

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Using the Roth IRA to Give the Gift of Financial Security
Retirement, Saving Money Scott Leonard, CFP® 12/30/19 Retirement, Saving Money Scott Leonard, CFP® 12/30/19

Using the Roth IRA to Give the Gift of Financial Security

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Charitable Giving From Your IRA
Uncategorized Scott Leonard, CFP® 1/22/19 Uncategorized Scott Leonard, CFP® 1/22/19

Charitable Giving From Your IRA

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Social Security announces 2% inflation increase: what does it mean and how does it work?
Retirement, Social Security Eric Toya, CFP® 11/1/17 Retirement, Social Security Eric Toya, CFP® 11/1/17

Social Security announces 2% inflation increase: what does it mean and how does it work?

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Choosing a Financial Advisor: What Questions Should You Ask?
Navigoe, Wealth Management Eric Toya, CFP® 10/16/17 Navigoe, Wealth Management Eric Toya, CFP® 10/16/17

Choosing a Financial Advisor: What Questions Should You Ask?

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Investopedia names Navigoe Partner, Eric Toya, among top 100 influential financial advisors
In the Media, Navigoe Navigoe Admin 6/29/17 In the Media, Navigoe Navigoe Admin 6/29/17

Investopedia names Navigoe Partner, Eric Toya, among top 100 influential financial advisors

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Fake News - The Wall Street Journal Should be Ashamed!
Articles, In the Media, Investing, Uncategorized Scott Leonard, CFP® 3/8/17 Articles, In the Media, Investing, Uncategorized Scott Leonard, CFP® 3/8/17

Fake News - The Wall Street Journal Should be Ashamed!

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Why the Dow Can’t Tell You How to Manage Your Portfolio
Investing, Uncategorized Eric Toya, CFP® 11/10/16 Investing, Uncategorized Eric Toya, CFP® 11/10/16

Why the Dow Can’t Tell You How to Manage Your Portfolio

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Eric Toya and Don Hance, Jr. to Volunteer for Los Angeles Financial Planning Day
Navigoe, Uncategorized Navigoe Admin 10/28/16 Navigoe, Uncategorized Navigoe Admin 10/28/16

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

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Trump vs. Clinton: What the Election Means to Investors
Investing, Uncategorized Eric Toya, CFP® 10/27/16 Investing, Uncategorized Eric Toya, CFP® 10/27/16

Trump vs. Clinton: What the Election Means to Investors

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Celebrate Your Financial Independence
Retirement, Uncategorized, Wealth Management Eric Toya, CFP® 7/5/16 Retirement, Uncategorized, Wealth Management Eric Toya, CFP® 7/5/16

Celebrate Your Financial Independence

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Brexit – The BBC’s sequel to Downton Abbey
Economics, Investing, Uncategorized Navigoe Admin 6/24/16 Economics, Investing, Uncategorized Navigoe Admin 6/24/16

Brexit – The BBC’s sequel to Downton Abbey

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Ted Cruz Is Making One Texas-Sized Investing Mistake
Articles, In the Media, Investing, Uncategorized Navigoe Admin 3/4/16 Articles, In the Media, Investing, Uncategorized Navigoe Admin 3/4/16

Ted Cruz Is Making One Texas-Sized Investing Mistake

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