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How To Establish An Emergency Fund

How To Establish An Emergency Fund

by Amanda Shaffer | May 17, 2022 | AllGen Academy, Financial Planning, Foundation

What Is an Emergency Fund? An emergency fund is a predetermined amount of cash set aside to cover expenses in case of unforeseen events such as unemployment, disability, illness, automobile repairs, medical deductibles, etc.  An emergency fund is not an investment but...
May 2022 Market Update: Market Volatility, Returns, Sentiment & More

May 2022 Market Update: Market Volatility, Returns, Sentiment & More

by Amanda Shaffer | May 12, 2022 | Featured Posts, 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...
Maximizing Financial Freedom Funding

Maximizing Financial Freedom Funding

by Amanda Shaffer | May 4, 2022 | 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...
May 2022 Market Update: Market Volatility, Returns, Sentiment & More

Quarterly Market Update and Q2 2022 Outlooks

by Amanda Shaffer | May 4, 2022 | 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...
Active vs. Passive Investing

Active vs. Passive Investing

by Amanda Shaffer | Apr 28, 2022 | 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 –...
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