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Major Changes at Charles Schwab Institutional

Posted on 25 June 2009 by Allgen Financial

Orlando, FL, June 25, 2009 - Starting July 1st, 2009, Schwab will waive commissions on electronic equity trades and reimburse transfer of account fees charged by contra brokers until June 30, 2010 if you are new-to-Schwab and Allgen Financial Services, Inc. You must open an account by the end of this year.

What does this mean for you?
Allgen custodies its clients’ accounts at Schwab Institutional. As we actively manage your investments, there will be no fees charged by Schwab for any trades conducted on your account for one year. This can mean significant savings for you. Depending on the size of the account and amount of trades, you could save thousands of dollars. In addition, you will be reimbursed any fees for moving your account to Allgen Financial Services, Inc. & Schwab from another institution. This makes it a great opportunity to consider moving your account over to us since this offer will most-likely only be available for a limited time.

If you would like to learn more about this offer, and/or consider moving your account over to Allgen Financial Services, Inc., please contact us today at: (407) 210-3888 or toll-free 1(888) 6ALLGEN (625-5436).

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Stocks Breaks into Two Month Highs

Posted on 02 April 2009 by Allgen Financial

The stock market had a positive day today in response to a few piece of positive news. The Financial Accounting Standards Board loosened the mark-to-market accounting rules which some say have severely hurt banks over the last year.  Plus, Factory Orders came out better than expectations which increased optimism.  The last piece of significant news today was that the European Central Bank cut its interest rate target.

From a technical perspective, the NASDAQ (chart below), which has been the leading index in the recent rally, hit two-month highs today. The NASDAQ is commonly believed to be a growth index.  It broke above the resistance of 1600 and is approaching the next area of resistance its Jan. highs at 1665.  Volume was robust which makes the move more significant. The recent rally has shown some bullish characteristics: Upward moves in the market have been on increasing volume and pullbacks have been on lighter volume.  That means major market players (Pension, Mutual, and Hedge funds) are participating in the market more on the upside and when the market sells off it does so with less selling pressure.

Historically when the stock market comes out of a bear market the leading sectors will usually be growth oriented sectors.  The stock market being a forward looking mechanism will anticipate what lies ahead and if you are currently in an economic contraction the next part of the cycle will usually be an expansion.  Growth stocks usually perform well with the perception of upcoming expansion in the economy, thus if growth sectors lead it’s usually a bullish sign.  Some of the growth sectors that have recently broke into new 4-month highs are Technology (chart below), Retail (chart below), Semi-conductors, Telecommunication and Internet Commerce.

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Allgen Featured in Orlando Sentinel: Relationships on Twitter

Posted on 06 March 2009 by Allgen Financial

Allgen Financial Services has recently received a significant amount of press for its innovative approach to fostering relationships with its clients and members of the business community by using social media such as Twitter.

“As a retirement investment advisory firm, we are on the cutting-edge in our thinking and approach to relationship connectivity. We have our finger on the pulse for how individuals and businesses are communicating with each other in 2009,” said James Zimbardi, Senior Partner at Allgen Financial Services, Inc.

The latest article published has been written by Beth Kassab of the Orlando Sentinel. She has been carefully tracking the value of Twitter in the marketplace for the last few months.

Full Article: Not yet aflutter for Twitter, but getting there

Beth Kassab | Business Columnist | Orlando Sentinel

Allgen on Twitter: http://twitter.com/AllgenFinancial

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Financial Advisors in Windermere, Florida

Posted on 17 January 2009 by Allgen Financial

Allgen Financial Services, Inc. (www.allgenfinancial.com) serves individuals, families, and businesses in Windermere, Florida. Despite the economic downturn in 2008, Allgen continues to grow. In 2009, Allgen plans to have a greater presence in Windermere, Florida. “We are excited to continue serving the Windermere community,” said James Zimbardi a Senior Partner at Allgen Financial Services, Inc.

Even though individuals and families in Windermere tend to be more affluent, the economic turmoil has still taken a toll on the Windermere community. Many baby boomers and high-net-worth individuals have lost a significant amount of their retirement savings in the last quarter of 2008.

Investment advisory services tend to play a more important role when investors are uncertain about market conditions. Since many major financial institutions are making significant cuts and layoffs, an independent firm like Allgen is benefiting. It is able to demonstrate bigger is not necessarily better. More and more people are reaching out to Allgen because they have lost their advisor, or they are unsatisfied with the level of service they are receiving in these current market conditions.

Allgen specializes in retirement asset management for both individuals and businesses. It serves business owners, high-net-worth individuals, and individuals in career transition or planning for retirement.

For professional investment advice:
Allgen Financial Services, Inc.
888.6ALLGEN (888) 625-5436
advisors@allgenfinancial.com
www.allgenfinancial.com

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Financial Advisors Serving Internet Marketers

Posted on 17 January 2009 by Allgen Financial

Individuals greatly underserved by financial advisors are Internet marketers. The primary reason has to do with cultural differences. Financial advisors and Internet marketers typically don’t relate to each other very well. For one thing, Internet marketers spend most of their time online. Financial advisors are trained to spend most of their time out in their local community. Internet marketers like to discuss their latest tweet and SEO strategy, while financial advisors get excited about the direction of the financial markets. It is interesting to observe how these two groups typically are not following each other on Twitter, or grouped together on LinkedIn. There interests can overlap, but it is not a common scenario. There tends to be nonprofessionals tweeting about the financial markets. In many cases, they are self-investors or novices who have a passion for financial related issues. It is rare to see financial professionals using the latest Internet technology to serve their community.

Allgen Financial Services is purposeful seeking to build relationships with Internet marketers and other Internet power users. We are focused on spending significant time, energy, and resources on serving the Internet community. Unlike most financial institutions, Allgen embraces online methods for building relationships and a community. Allgen wants to make investment advisory services just as personal and interesting to hardcore Internet users.

Twitter: http://twitter.com/AllgenFinancial
Technorati: http://technorati.com/faves/AllgenFinancial
Delicious: http://delicious.com/AllgenFinancial

For professional investment advice:
Allgen Financial Services, Inc.
888.6ALLGEN (888) 625-5436
advisors@allgenfinancial.com
www.allgenfinancial.com

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