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2018 Q2 Market Review Thumbnail

2018 Q2 Market 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 and features a quarterly topic.

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Tuning Out the Noise Thumbnail

Tuning Out the Noise

Creating a portfolio you are comfortable with, understanding that uncertainty is a part of investing, and sticking to a plan may ultimately lead to a better investment experience. A financial advisor can provide the expertise, perspective, and encouragement to keep clients focused on the destination.

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2018 Q1 Market Review Thumbnail

2018 Q1 Market 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 and features a quarterly topic.

Read More
Recent Market Volatility Thumbnail

Recent Market Volatility

After a period of relative calm in the stock market, investors have experienced increased volatility in recent days. While market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than helpful.

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