by | | Allgen, Allgen's Money Minute, Featured Posts, Financial Planning
AllGen #MoneyMinute Recent legislation has put forth the SECURE Act of 2019. The new law brings about several changes that effect both individuals and employers. The SECURE Act went into effect on January 1st, 2020. Below are a few highlights that might affect you...
by | | Allgen, Allgen's Money Minute, Featured Posts, Formation, Freedom
AllGen #MoneyMinute #FinancialFreedom The short answer is: it depends. In the past, people would amass a nice portfolio and grow it to the point where, in retirement, they could take the dividends and interest generated by the portfolio and live off of that income....
by | | Allgen, Company News, Featured Posts, Financial Planning, Freedom, Learn How To Invest, Retirement Investing
At Allgen we define the Financial Freedom stage as the point when you have accumulated enough assets and/or income streams to maintain your lifestyle without having to depend on a paycheck from work. While the Formation (accumulation) stage focuses on the growth of...
by | | Allgen, Featured Posts, Formation, Foundation, Freedom, Market Commentary
The Long and Short of It (Summary): The yield curve has inverted which has historically preceded a recessionCurrent sentiment shows extreme optimism which could be a negative for the marketFed futures pointing to potential rate cuts could be good for bonds 1st Quarter...
by | | Allgen's Money Minute, Featured Posts, Formation, Foundation, Freedom, Market Commentary
We’ve got another market update from Co-Founder Jason Martin. These are the headlines he’ll be discussing due to recent market volatility and the coronavirus: ✔️Our investment philosophy is to focus on risk first.✔️AllGen’s portfolios are currently defensively...