Broker Check


Friday, January 14, 2022

Friday, October 30, 2020

About Jack Jack Davis is the founder and CEO of NRG Wealth Management, an independent wealth management firm serving high achieving retirees and pre-retirees with investable assets between one and ten million dollars. For nearly three...

Wednesday, September 2, 2020

Back in April, while the NRG team was working from home, I put together a video explaining the possible forms our financial recovery might take. Along with the financial recovery, I talked about the positive...

Tuesday, July 14, 2020

In This Edition: Great Expectations: Important Questions to Ask Your Financial Advisor; Charitable Giving and the CARES Act; Market Behavior and the Economy; Business as Usual at NRG

Wednesday, June 24, 2020

How come bad news isn't always bad for stocks?

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Friday, April 24, 2020

My Thoughts on COVID-19

Monday, December 23, 2019

From all of us at NRG Wealth Management, we wish you a wonderful holiday season!

Thursday, October 10, 2019

In This Edition: What's Happening at NRG?; Trivia Quiz: What do you know about money idioms?; Digital Assets and Your Estate Plan; What is Your Personal Retirement Brand?

Sunday, September 29, 2019

Looking at the stock market over the past 20 years, you might think of Charles Dickens: It was the best of times—and the worst. But while the 2000s and 2010s have differed starkly in performance, collectively they have reinforced investing

Friday, August 16, 2019

Decisions. Hamlet grappled with the decision to avenge his father’s death; he spent his time weighing his options, calculating and contemplating...

Thursday, June 6, 2019

Please join us as Jack Davis, MS, CFP®, Founder and CEO of Navigation Retirement Group, analyzes the events that took place in the market for the first half of 2019...

Thursday, May 9, 2019

It’s been a beautiful spring in Southern Arizona; the desert is alive with brilliant colors and the weather is such that we can enjoy the natural beauty all around us....

Thursday, April 11, 2019

If you have a well-executed retirement plan in place, when you finally do retire you should feel free; you don’t have to work anymore (although you may want to). You don’t have to worry where that next paycheck is coming...

Friday, March 8, 2019

In This Edition: What Do Junk Drawers and Bad Investment Choices Have in Common?; Is a QCD Right for You?; Don't Let Volatility Shake Your Composure; Reader's Corner

Thursday, February 7, 2019

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities...

Wednesday, January 9, 2019

I'm getting ready for our January outlook presentation, and I need your help. Watch this video to find out how.

Monday, January 7, 2019

Once again we were overwhelmed by your generosity. We want to extend our sincere appreciation to everyone who donated to Toys for Tots this year. Because of you, we were able to deliver all of these wonderful toys!

Thursday, December 13, 2018

From all of us at Navigation Retirement Group, we wish you a wonderful holiday season!

Thursday, November 15, 2018

Last year at this time I shared with you the story about my grandmother Edie’s piano and how Vanessa and I are in the process of restoring it to its glory so that we may enjoy it once again. It will be a reminder of all of the...

Sunday, October 14, 2018

In This Edition: What I (Re)Learned Establishing My Own Advisory Firm, by Jack Davis, MS, CFP®; Trivia Quiz: What do you know about money?; Investment Challenges of the Affluent Investor; Your Legacy: Life Remembrances

Thursday, September 13, 2018

Leaving a legacy is an important part of creating a financial plan, but a legacy shouldn’t have to wait until after you’re gone. Giving now provides you the gift of participating in sharing your wealth with your loved ones...

Thursday, July 12, 2018

Whatever stage you are in as an investor, be it just starting out, preparing to retire, or well into your retirement years, the decision to work with a financial advisor is a very personal and important one. Not only are you looking...

Thursday, June 14, 2018

Video: Jack Davis talks about deck building, inflation, and the Federal Reserve

Thursday, May 31, 2018

In Part I, we discussed how to prepare to share your financial information with your children by creating an Executive Ledger. This is an essential step to making sure that your estate is in good order and that the process of settling...

Thursday, May 3, 2018

Through our regular meetings with our clients, we systematically review financial life topics. We may analyze tax strategies, review estate plans, discuss survivorship plans, or review other important topics. Once you have organized...

Thursday, April 19, 2018

Click here to watch this important video on market volatility.

Thursday, April 5, 2018

Your most important legacy is your family's val­ues. You can use family legacy meetings to com­municate them.

Thursday, March 22, 2018

Jake DeKinder, Head of Advisor Communication at Dimensional Fund Advisors LP, explains why investors should view recent market declines as part of the nature of investing.

Thursday, March 1, 2018

We live in a world where it can be easier to focus on the negative than revel in the positive. This can seep into our relationships with our loved ones...

Thursday, February 15, 2018

Nine Experts, Four Surprises, and One Million Dollar Bet

Thursday, February 1, 2018

I believe good legacies are left on purpose, while poor legacies are left because they lack purpose. There are a number of important things in life that are easy to say, but hard to do. Leaving a legacy is one of...

Thursday, January 4, 2018

It is uncomfortable for anyone to imagine their home and their life without them in it or their spouse suddenly alone after decades of marriage. But retirement planning isn’t all tee times and Caribbean cruises. Couples have to...