Posted on 26 September 2009 by Allgen Financial
If you were a Colonial Brokerage Investment Representative, please contact us to discuss the potential of becoming an Investment Advisor Representative for Allgen Financial Services, Inc.
Please contact and send your resume to:
(407) 210-3888
advisors@allgenfinancial.com
http://www.allgenfinancial.com
Posted on 19 November 2008 by Allgen Financial
Posted on 08 November 2008 by Allgen Financial
Today, Allgen Financial Services launched a new online community-based financial education center for individuals and businesses looking for help on how to navigate the volatility currently happening in the world economy and stock market.
“We are excited about the launch of this web site for many reasons. The most significant reason is our ability to now interact in with people online and offer content based on the community’s needs”, said James Zimbardi a Senior Partner at Allgen Financial Services.
Much of the credit for this new education center is owed to Irving Weisselberger who helped champion this project for Allgen.
This is just the beginning of what is yet to come.
Posted on 01 October 2008 by Allgen Financial
Allgen Financial Services, Inc. and Zynergy will be hosting a large-scale scavenger hunt in Central Florida along with several other area businesses and nonprofit organizations. The event will take place on Saturday, October 25, 2009 from 9:00am to 4:30pm. The primary purpose of the Greater Orlando Scavenger Hunt is to provide an extremely fun way for coworkers, family members, and friends to engage in a full-day community and team building activity. The first place team will win $750.00.
Paul Roldan, CEO of Allgen Financial Services, Inc. says, “We are excited about sponsoring the Greater Orlando Scavenger Hunt. As we advise individuals and organizations on their retirement financial needs, we realize there is a great need for emotional support as well. People need confidence, fun, and encouragement. The Greater Orlando Scavenger Hunt will draw our community closer together by providing a critical morality boost to the people of Central Florida.”
A portion of the events proceeds will be used to support the fight against MS. James Zimbardi, CEO of Zynergy says, “Along with a number of other organizations in Central Florida, we are planning on making this event the highlight of 2008 for those who live and work in our community. People need fun right now. The Greater Orlando Scavenger Hunt is designed to be an exciting way to share in a community building activity while growing closer to friends, family, and coworkers. Fun and excitement is exactly what we plan on providing. We will use creative thinking and technology to captivate and engage the participants of the event. This is an event you will not want to miss!”
For more information about the event, please visit http://scavengerhunt.ning.com
About Allgen Financial Services, Inc.
Allgen Financial Services, Inc. is an independent fee-based Registered Investment Advisory (RIA) firm committed to helping individuals and businesses better manage their retirement related assets. Allgen’s service offers personal retirement planning and employee retirement benefits to organizations. For more information visit http://www.allgenfinancial.com.
About Zynergy
Zynergy is a business consulting firm specializing in helping senior executives with their global business marketing and innovation challenges. Since 1997, Zynergy has been helping organizations to reinvent themselves by creating new ways on how to conduct business. For more information visit http://www.zynergy.com.
About the National Multiple Sclerosis Society
MS Stops people from moving. The National MS Society exists to make sure it doesn’t. We do this through our home office and a 50-state network of chapters by funding more MS research, providing more services to people with MS, offering more professional education and furthering more advocacy efforts than any other MS organization in the world. The Mid Florida Chapter of the National MS Society is honoring their 50th year of providing these services to the community. Join the movement at JoinTheMovement.org or http://flc.nationalmssociety.org.
For the benefit:
National MS Society
Posted on 27 March 2008 by Allgen Financial
Overall Market Condition:
There is much concern about the direction of the current market these days. A key element to consider when investing in the market is to put any moment in time into a bigger context. For example, the years 2000, 2001, 2002, were historically some of the toughest years the market endured. Some investors in the market lost upwards of 60% of their portfolio value. It was only the 3rd time in history the market saw a negative return for 3 consecutive years. Despite those tough times the resilient US market came back to reach all time highs the following years. The year 2007 was a positive year for the market; however, we are now seeing the convergence of a few negative months in the market coupled with the ongoing residential real estate crisis, political attacks, and higher oil prices. These various factors are creating a substantial negative sentiment overall with regards to market conditions. While no one knows exactly where we will end in 2008, historically speaking, election years have resulted in positive returns for the market.
How low will the market go?
Of course no one knows for certain; but, here are some indicators that guide Allgen’s investment approach.
1) Even after the Bear Stearns news, the market had strong positive performance last week. (March 17th -21st, 2008)
2) Historically speaking, the market bottoms when the public and media sentiment reaches heightened levels of fear.
3) The S&P is down approximately 15% from its high in October 2007. The last 12 times this occurred the market rebounded strongly. (see chart below)
Overtime, the U.S. economy and stock market have proved fiercely resilient in spite of the numerous obstacles that they have encountered. From the ’87 crash, to the Asian crisis and Long-term Capital meltdown in the 90’s, to the bursting of the tech bubble and the September 11 attacks, the market has generally found a way to eventually overcome adversity. Although it may be difficult, we do not believe longer-term investors should let fear override a sound investment strategy.
About Charles Schwab’s Financial Condition:
Many financial institutions in the financial-services sector have recently been hit hard by the subprime market. Therefore, we want to provide you some insight on how this has affected our custodian Charles Schwab & Co. Please read a recent article published in CFO Magazine by going to: http://www.cfo.com/article.cfm/10754978.
Disclaimer
Information on this site is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. The identification of specific funds and model portfolios is being made on the assumption that an investor would participate in that investment on a long-term basis (in excess of four years). With respect to any such identification, there can be no assurance that the fund or group of funds will in fact perform in the manner suggested by the investment profile provided with that fund or group. Opinions expressed on this newsletter or Allgen’s Website is subject to change without notice and, due to the rapidly changing nature of the security markets, may quickly become outdated.
For professional investment advice on this topic contact:
Allgen Financial Services, Inc.
888.6ALLGEN (888) 625-5436
advisors@allgenfinancial.com
www.allgenfinancial.com
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