Navigoe, LLC

Perhaps more than most years your favorite charity needs your support. While there is a tax reduction potential in charitable donations, it is important that the desire to give is the primary motivating factor. The Coronavirus relief law, known as the CARES Act, was passed earlier this summer and makes some important changes to the charitable giving rules that apply only to this year. If you are charitably inclined and in a position to give, please consider these changes and contact us if you have any questions. https://www.navigoe.com/bl/2020-year-end-charitable-giving/

In case you were somehow unaware, the election for the President of the United States of America is in a couple of days. For many, the election news cycle has been a source of considerable anxiety. If that has been the case for you, we would advise doing your best to avoid the news for a few days. However, if you simply can't avoid reading about the election, may we direct your attention to our small compilation of election related pieces over on our blog. It provides some level-headed perspective on an election that has been anything but. https://www.navigoe.com/blog/2020-election-and-the-market/

One of the most hotly contested Presidential elections in US history is now just over a month away. The results of the election will surely have wide-ranging effects on all Americans on vital matters such as healthcare, foreign policy, judicial appointments, and economic policy. But just how much impact does the President of the United States have on the Stock Market? Our friends at Dimensional Fund Advisors have put together an exhibit that details stock market and economic data for each presidential administration going back nearly 100 years. Some of the results may surprise you. https://www.dimensional.com//how-much-impact-does-the-pres

Navigoe is proud to share that for the third year in a row, we have been selected as one of the Top 12 Best Financial Advisors & Wealth Management Firms in Los Angeles. We received their highest rating, five out of five. They summarize their rating of Navigoe with the following: "Navigoe’s advisors believe in working closely with their clients to help them achieve their financial dreams. Rather than just setting clients afloat in the right direction, they come on board with you as your navigator. Relationship building and personalized service are both hallmarks of these Los Angeles financial advisors." https://www.advisoryhq.com//top-financial-advisors-los-an/

Bear markets are no fun. But the silver lining is that there are some tax strategies that you can take advantage of when stock prices are down. Check out the latest post by Navigoe Partner, Eric Toya, to learn more!