Blog | Page 32 of 41 | Navalign Wealth Partners

March 5, 2021

Creating an Investment Portfolio

You’ve identified your goals and done some basic research. You understand the difference between a stock and a bond. But how do you actually go about creating an investment portfolio?

February 12, 2021

Don’t Let the Courts Decide Who Gets Your Money: Understanding Probate

When you die, you leave behind your estate. Your estate consists of your assets–all of your money, real estate, and worldly belongings.

February 1, 2021

Video: 2021 Virtual Client Event & Economic Update

January 22, 2021

Investing for Major Financial Goals in 5 Steps

Everyone knows “what” they want, but when it comes to the “how,” we’re often at a loss. Whether it’s simply providing financially for your family without worry, your first home, or even a luxury trip, your dreams don’t have to hang out of reach.

January 18, 2021

Fourth Quarter 2020: Optimism on the Road to Recovery

Despite a massive “second wave” of COVID-19 cases in the 4th quarter, the stock market finished the year at an all-time high as vaccines began to be distributed globally.

January 8, 2021

How to Avoid a Feud When Transferring the Family Business

As a business owner, you’re going to have to decide when the right time will be to step away from the family business and how you’ll do it.

November 23, 2020

Video: End Of Year Financial Checklist

Stephen: Welcome back and thanks for tuning in to another episode of the smart money show. Today we’re going to talk about the things that should be on your year-end Financial checklist.

November 20, 2020

How to Take Advantage of Employer-Sponsored Retirement Plans

Employer-sponsored qualified retirement plans such as 401(k)s are some of the most powerful retirement savings tools available. They offer tax benefits, and some employers match their employees' contributions.

November 18, 2020

How are We Really Doing During COVID-19

Young adults and those making less money are hardest hit by the pandemic. The United States Census Bureau has been collecting data in as close to real-time as possible in order to provide empirical insights into how Americans are really doing during COVID-19.