What's New?

Announcements

New telephone System

Next week we are scheduled to implement a new telephone system, so if you have any difficulty getting through, please be persistent. The vendor assures us everything will go smoothly, but...

By Appointment Only

We are changing the walk-in policy at our office location here in Davis. We are all out "in the field" more and more, so we will receive visitors by appointment only.

Who Do You Know?

Navion is currently offering advisors in the broker-dealer environment a path to true independence.   If you or someone you know would benefit from being part of a team of fiduciary advisors, let us know!

Does your portfolio reflect your tolerance for risk? Use this online questionnaire to find out.

Looking for Something?

If you do not see a recently posted article under Our Blog, click on Market Commentary. It seems our web provider takes a few hours sometimes for new items to show. Thanks!

For previous blog posts, click on Blog & Market Commentary above.


Monday
Aug212017

Market Commentary for August 21, 2017

View Post: Here is a market commentary discussing current market conditions written by our strategic partner, Peak Advisor Alliance. We hope you enjoy it and find it informative. Joel

Monday
Aug142017

Market Commentary for August 14, 2017

View Post: Here is a market commentary discussing current market conditions written by our strategic partner, Peak Advisor Alliance. We hope you enjoy it and find it informative. Joel

Tuesday
Aug082017

Market Commentary for August 07, 2017

View Post: Here is a market commentary discussing current market conditions written by our strategic partner, Peak Advisor Alliance. We hope you enjoy it and find it informative. Joel

Tuesday
Aug012017

Market Commentary for July 31, 2017

View Post: Here is a market commentary discussing current market conditions written by our strategic partner, Peak Advisor Alliance. We hope you enjoy it and find it informative. Joel

Tuesday
Jul252017

Market Commentary for July 24, 2017

View Post: Here is a market commentary discussing current market conditions written by our strategic partner, Peak Advisor Alliance. We hope you enjoy it and find it informative. Joel

Tuesday
Jul182017

Market Commentary for July 17, 2017

View Post: Here is a market commentary discussing current market conditions written by our strategic partner, Peak Advisor Alliance. We hope you enjoy it and find it informative. Joel

Monday
Jul102017

Market Commentary for July 10, 2017

View Post: Here is a market commentary discussing current market conditions written by our strategic partner, Peak Advisor Alliance. We hope you enjoy it and find it informative. Joel

Monday
Jul032017

Market Commentary for July 3, 2017

View Post: Here is a market commentary discussing current market conditions written by our strategic partner, Peak Advisor Alliance. We hope you enjoy it and find it informative. Joel

Tuesday
Jun272017

Market Commentary for June 26, 2017

View Post: Here is a market commentary discussing current market conditions written by our strategic partner, Peak Advisor Alliance. We hope you enjoy it and find it informative. Joel

Tuesday
Jun272017

Market Commentary for June 26, 2017

View Post: Here is a market commentary discussing current market conditions written by our strategic partner, Peak Advisor Alliance. We hope you enjoy it and find it informative. Joel