facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

News

SUBSCRIBE TO OUR MONTHLY NEWSLETTER

Q2 2019 Markets Review Thumbnail

Q2 2019 Markets Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios.

Read More
The Randomness of Global Equity Returns Thumbnail

The Randomness of Global Equity Returns

Investment opportunities exist around the globe, but no one needs to be an expert in every region to benefit from those opportunities. A well-diversified global portfolio can help capture the returns of markets around the world and deliver more reliable outcomes over time.

Read More
The Uncommon Average Thumbnail

The Uncommon Average

The US stock market has delivered an average annual return of about 10%. Most years, though, have been a lot different than the average. Understanding the range of outcomes can help increase the odds of a successful investment experience in the long term.

Read More
Q1 2019 Markets Review Thumbnail

Q1 2019 Markets Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios.

Read More
The Index Bogeyman Thumbnail

The Index Bogeyman

Index funds have received increased attention from investors and the financial media. Some people have claimed that greater usage of index funds may be distorting market prices, but despite their growing popularity, the data continue to support the idea that markets are working.

Read More
Déjà Vu All Over Again Thumbnail

Déjà Vu All Over Again

Fashionable investment approaches will come and go, but investors should remember that a long-term, disciplined investment approach based on robust research and implementation may be the most reliable path to success in the global capital markets.

Read More
949.831.3899 | Jeff@Navigate-wealthmanagement.com | Schedule a FREE Portfolio Review |