by | | Featured Posts, From the Trade Desk, Market Updates, Uncategorized
Read through our market commentary here, or skip to Jason’s March 2022 Market Update video below. It is important to understand that no one can predict the future, not even us! What we do as money managers is to research the most probable outcomes and how to...
by | | AllGen Academy, Featured Posts, Maximizing Your Investments
What Is Rebalancing? When you diversify your portfolio, you will arrive at your target asset allocation, a defined set of proportions for each asset class. The main asset classes that typically make up allocations are stocks and bonds but you may include other...
by | | AllGen Academy, Featured Posts, Maximizing Your Investments
What Is Diversification? Diversification is the practice of spreading money across different types of investments to reduce risk and maximize your investments. You’ve likely heard the phrase, “Don’t put all your eggs in one basket.” This illustrates the concept of...
by | | Featured Posts, Market Updates, Uncategorized
Read through our market commentary here, or skip to Jason’s February 2022 Market Update video below. The Russia-Ukraine Conflict While the Russia-Ukraine conflict is creating a lot of fear in markets, its impact on the economy in terms of market exposure is...
by | | Featured Posts, Uncategorized
Florida has a lower cost of living than many other parts of the country; because of this, Florida has seen a rise in people relocating to the state, from California in particular. Whether you’re relocating for work or moving for financial savings, it’s...
