by | | Featured Posts, From the Trade Desk, Market Commentary, Market Updates
Read through our market commentary here, or skip to Jason’s May 2022 Market Update video below. Volatility in Markets: What Can We Learn? 2022 continues to be a tough year for most market sectors. As of 5/10/2022, the S&P 500 (Large Cap), S&P 600 (Small...
by | | AllGen Academy, Featured Posts, Maximizing Your Investments
Maximizing Financial Freedom Funding How do you choose which investment accounts are best for you? Before you start, make sure you have laid a solid foundation according to the previous steps in the path to financial freedom: Paid off all consumer debt Have adequate...
by | | Featured Posts, Market Commentary, Market Updates, Uncategorized
Read through our market commentary here, or skip to Jason’s April 2022 Market Update video below. In the first quarter of 2022, markets have dealt with major events like Fed rate hikes, inflation hitting 40-year highs, and the Russian invasion of Ukraine, not to...
by | | AllGen Academy, Featured Posts, Maximizing Your Investments
What Are Active & Passive Investing? There are two approaches or schools of thought when it comes to investing: Active investing – the portfolio manager attempts to outperform a standard index or benchmark by making proactive investment decisions Index investing –...
by | | AllGen Academy, Featured Posts, Maximizing Your Investments
What Is Dollar Cost Averaging? Dollar cost averaging is another strategy in investing where investors contribute an equal dollar amount periodically into their investment accounts over time. The outcome of this strategy is: When prices are low, the contribution buys...
