Planning Philosphy - Our Planning Beliefs
The Navigator Financial System is based on several core planning philosophies designed to help you formulate and accomplish your desired Lifestyle and personal definition of success.
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Investment Philosophy - Summary
Our key investment beliefs are:
1. Markets work - Prices for financial assets find equilibrium quickly
2. Risk and return are related
3. Diversfication is essential - A landmark academic discovery found that when 2 portfolios have the same arithmetic average return, the portfolio with smaller up and down swings in value (less volatility) has a greater compound return.
4. Asset allocation explained performance
5. Costs and taxes matter
In practice, these core beliefs mean the implementation of our Investment Philosophy
More information on our Investment Philosophy
passion so effectually robs the mind of all its powers of
acting and reasoning as fear.