Blog
Election Jitters? Watch this!
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...
Read MoreLooking for a Silver Lining
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...
Read MoreNavigation Notes, Summer 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
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Living with Gratitude
From all of us at NRG Wealth Management, we wish you a wonderful holiday season!
Read MoreNavigation Notes, Fall 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?
Read MoreA Tale of Two Decades: Lessons for Long-Term Investors
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
Read MoreTo Purchase LTC Insurance or not to Purchase LTC Insurance, That is the Question
Decisions. Hamlet grappled with the decision to avenge his father’s death; he spent his time weighing his options, calculating and contemplating...
Read MoreHalf-Time Report 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...
Read MoreNRG's Golden Rules for Retirement Cash Flow Success
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....
Read MoreThe First Steps You Should Take When You Finally Reach Financial Freedom
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...
Read MoreNavigation Notes, Spring 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
Read MoreDéjà Vu All Over Again
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities...
Read MoreBuy, Sell, or Hold: 2019
I'm getting ready for our January outlook presentation, and I need your help. Watch this video to find out how.
Read MoreThank You for Your Generosity!
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!
Read MoreIt's a Wonderful Life
From all of us at Navigation Retirement Group, we wish you a wonderful holiday season!
Read MoreWhat is Your "Piano"?
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...
Read MoreNavigation Notes
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
Read MoreThe Gift of Education
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...
Read MoreThe Value of Working with an Advisor
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...
Read MoreDeck Building, Inflation and the Fed: A Primer
Video: Jack Davis talks about deck building, inflation, and the Federal Reserve
Read MoreHow Much Should Your Kids Know About Your Money? Part II: The Family Meeting
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...
Read MoreHow Much Should Your Kids Know About Your Money?
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...
Read MoreTuning Out the Noise
Click here to watch this important video on market volatility.
Read MoreLegacy Series Part III: Crème de la Crème (If You Can Pull it Off)
Your most important legacy is your family's values. You can use family legacy meetings to communicate them.
Read MoreRecent Market Volitility
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.
Read MoreLegacy Series Part II: Show Your Gratitude
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...
Read MoreOne Million Dollar Bet
Nine Experts, Four Surprises, and One Million Dollar Bet
Read MoreLegacy Series Part I: Choose Your Legacy
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...
Read MoreHow to Leave the Perfect Widow
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...
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