Your Money Matters. Stay Educated and Informed.

February 12, 2020

Top 5 Social Security Myths Debunked

Myths and misperceptions keep circulating about Social Security, making it challenging to decipher what is real and what’s false. As more and more baby boomers become eligible for their retirement benefits, these myths are worth debunking.

Read More

February 4, 2020

Financial Planning Update for 2020

Hi everyone and thank you for joining us today, my name is Stephen Rischall, I am a Certified Financial Planner and I’m one of the partners at Navalign.

Read More

February 4, 2020

Financial Markets Update for 2020

Hello my name is Chris Carter I’m a partner at Navalign. I’ll spend the next 10 minutes or so on a market overview and some of our thoughts going into 2020.

Read More

February 4, 2020

Economic Outlook for 2020

My name is Neal Frankle and I’m going to, over the next 5 or 10 minutes, share with you our firm’s sense of the economy.

Read More

February 3, 2020

How to Retire Before 60

Many people dream of the day that they can cast their suit aside, and live the glorious life of the Hawaiian shirt attired retiree.

Read More

January 30, 2020

How will the Coronavirus affect your portfolio?

The Coronavirus has been in the news lately and with good reason. As you are probably aware by now, this new virus was identified in China and has since spread to many countries across the world, even with some cases showing up here in the US.

Read More

January 14, 2020

Quotes and Wisdom from Warren Buffett

If you ask someone “who is the world’s greatest investor” there’s a good chance they may say Warren Buffett. There isn’t a formal award for the world’s greatest investor and there are, of course, many other deserving professional investors, but one thing is certain: the “Oracle of Omaha” is greatly admired by many in the investment world.

Read More