July 17, 2019
Third Quarter Outlook 2019: Be Prepared for Volatility
U.S. stocks are up a remarkable 18.5% for the first 6 months of 2019—their best first half since 1997 This has been an unusually long U.
Read MoreJuly 1, 2019
Protecting Against Elder Abuse
We’ve all heard stories about financial abuse targeting elders and the bad news is it’s only getting worse. Elder financial abuse includes scams and other exploitation targeting the savings of people ages 60 and older.
Read MoreJune 4, 2019
What You Should Know About Social Security
There are more than 68 million people currently receiving some form of Social Security benefits. Approximately 65 percent of these beneficiaries are retirees.
Read MoreMay 14, 2019
The 5 Biggest Money Traps to Avoid on Your Path to $1 Million
As counter intuitive as it may sound, the more money we make, the harder it tends to be to keep it all in balance.
Read MoreMay 2, 2019
Understanding ESOP Distributions
It’s important to understand your options before making a decision to receive an ESOP distribution. Learn more about the benefits and tax consequences of ESOP rollovers, withdrawals, stock transfers and conversions.
Read MoreApril 16, 2019
Second Quarter Outlook 2019: Markets Surge on Fed U-Turn
After a terrible 4th quarter, stocks opened 2019 by scoring their best quarter since the financial crisis. The rebound was predominately due to a U-turn in the Fed’s monetary policy and a positive turn in U.
Read MoreFebruary 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!
Read MoreJanuary 21, 2019
Nobody Listens to Paula Poundstone Ep28 : featuring Encino Financial Planner, Stephen Rischall
Nobody Listens to Paula Poundstone is a comedy field guide to life, or at least a set of IKEA assembly instructions.
Read MoreJanuary 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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