by | | Allgen, Financial Planning, Market Commentary, Market Updates, YouTube Videos
Read through the blog here, or skip to our Q1 2026 Market Update Video below Key Takeaways 2025 delivered strong returns with gold up 64%, international stocks up 30%, U.S. large cap stocks up 18%, U.S. small cap stocks up 8%, and bonds up 7%. U.S. stock valuations...
by | | Allgen, Financial Planning, Market Commentary, Market Updates, YouTube Videos
Read through the blog here, or skip to our Q4 2025 Market Update Video below Key Takeaways Markets broadly strengthened in 2025 despite high valuations and global uncertainty. Equities, bonds, and commodities all posted strong gains through mid-October. International...
by | | Financial Planning, News
By The AllGen Team As you get ready to cast your vote, it’s important to remember that inflation and economic trends have a more direct impact on market returns than election results. Most people don’t realize how the presidential election impacts the economy—and more...
by | | Retirement Investing, Retirement Planning
By The AllGen Team Self-employed individuals face unique financial planning challenges when it comes to retirement savings. The individual 401(k) and the SEP IRA are two popular options. While each option has different features and qualifying restrictions, they both...
