, Author at AllGen Financial Advisors, Inc.

ESOP Transitions: Your Complete Guide to Managing Employee Stock Ownership Plans

By The AllGen Team Your Employee Stock Ownership Plan (ESOP) is a valuable asset that can contribute significantly to your long-term financial stability. However, major life transitions—such as a company acquisition, career change, or retirement—can impact your ESOP...

Market Update: How Tariffs Are Impacting the Markets

by | | Market Updates

Market volatility has been in the spotlight due to recent tariff concerns, but how much should investors really worry? Jason Martin, CIO & Co-Founder at AllGen breaks down the latest market trends, explains the impact of tariffs, and shares why a well-diversified...

Is Your Financial Planning Strategy Ready for the New Year?

by | | Financial Planning

By The AllGen Team The new year often brings renewed goals. That means it could be time to reassess whether your current financial planning strategy remains an accurate road map for pursuing your ideal financial future. In this article, we discuss the significance of...

January 2025 Market Update: Stock Market Outlook, Fixed Income Opportunities & Economic Trends

by | | Uncategorized

Read through the blog here, or skip to Jason’s January 2025 Market Update Video below. Key Takeaways We are cautiously optimistic going into 2025: Although we expect another positive year for stocks, temper your expectations as another 20%+ year is unlikely. We...

Tax Planning With a Fluctuating Income

by | | Tax Planning

By The AllGen Team Fluctuating income can make tax planning complicated. Compared to other people who earn consistent salaries, self-employed people, freelancers, and commission-based workers frequently deal with varying revenue throughout the year. Because of this...

ESOP Transitions: Your Complete Guide to Managing Employee Stock Ownership Plans

Market Update: How Tariffs Are Impacting the Markets

Is Your Financial Planning Strategy Ready for the New Year?

January 2025 Market Update: Stock Market Outlook, Fixed Income Opportunities & Economic Trends

Tax Planning With a Fluctuating Income

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