February 27, 2019

Thank you for celebrating with us!

Thank you, thank you and thank you from the entire Navalign Wealth Partners team. Who would have thought that going to a party in Encino, California to highlight the accomplishments of some of the best financial advisors in Los Angeles could be so much fun!

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January 14, 2019

2018 in Review: Worst Year Since Great Recession

From a return perspective, 2018 could largely be considered the year that wasn’t. Despite a few half-hearted rallies leading into the closing day, global financial markets ended December with the worst annual returns since the financial crisis.

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January 1, 2019

eMoney – Spending & Budgeting Tool

This post will walk you through utilizing the spending & budgeting tools available in your financial portal. These tools allow you to build out monthly spending budgets while also tracking spending habits on your connected accounts.

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January 1, 2019

eMoney – Setting Up Alerts

This post demonstrates how to set up alerts around the information and financial accounts entered in to your eMoney client website.

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January 1, 2019

eMoney – Privacy and Security

Your eMoney client website employs advanced security features and protocols to keep your data safe, private, and secure at every hour of every day, year round.

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