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Navalign Wealth Partners | Fiduciary Financial Advisor
Navalign Wealth Partners | Fiduciary Financial Advisor
Navalign Wealth Partners | Fiduciary Financial Advisor
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August 17, 2022

Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning

Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may

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August 9, 2022

Lump-Sum Investing vs. Dollar-Cost Averaging Round 2: Actual Outcomes

In a recent piece, we explored how to invest available cash: Should you invest it all right away as a

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July 28, 2022

Midyear 2022: Bumpy Road Ahead

Key Takeaways Global stock markets fell into bear market territory as investors fled risk assets Bonds also fell precipitously as

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July 24, 2022

Lump-Sum Investing vs. Dollar-Cost Averaging Round 1: Returns

Good news – you have an extra $24,000, and you’ve decided to invest it in the stock market. It’s always

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July 14, 2022

Video: First Half 2022 – Looking Ahead To What’s Next

Stephen: The S&P 500 posted its worst first half in over 50 years, the US aggregate bond index had its

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July 8, 2022

How To Be Positively Skeptical Part 4: Check the Facts Before You Act

As we covered in the most recent installment in our “How To Be Positively Skeptical” series, there are only so

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June 14, 2022

Video: Bear Market – What To Do With Your Portfolio

Stephen: Hello, everyone and welcome to another episode of the Smart Money Show. I’m your host, Stephen Rischall, along with

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June 10, 2022

How To Be Positively Skeptical Part 3: How Do You Do Your Due Diligence?

In previous installments of our “How To Be Positively Skeptical” series, we covered the many forces that tease us into

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June 6, 2022

How To Be Positively Skeptical Part 2: Understanding Your Emotions

In a recent post, we introduced our multipart series on the importance of separating fact from fiction – as an

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  • Why Navalign
  • Who We Are
  • What We Do
    • Financial Planning
    • Investment Management
    • Employer Retirement Plans
  • Who We Serve
  • Client Logins
  • Blog