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
Nov132017

Market Commentary for November 13, 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
Nov062017

Ready for (A) Fall?

View Post: Here is a market commentary written by our Principal, Joel A. Larsen, CFP®, AIF®

Monday
Oct232017

Market Commentary for October 23, 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
Oct172017

Market Commentary for October 16, 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
Oct092017

Market Commentary for October 09, 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
Oct022017

Market Commentary for October 2, 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
Sep262017

Market Commentary for September 25, 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
Sep252017

Market Commentary for September 18, 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
Sep052017

Market Commentary for September 5, 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
Aug292017

Market Commentary for August 28, 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