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October 2024 Market Update: Market Returns, Sector Trends & Interest Rates

October 2024 Market Update: Market Returns, Sector Trends & Interest Rates

by | | From the Trade Desk, Market Updates

Read through the blog here, or skip to Jason’s October 2024 Market Update Video below   2024 is shaping up to be a strong year for markets as we enter the final stretch into the holiday season. The S&P 500, made up of large U.S. stocks, has grown 21%...
January Is Financial Wellness Month

January Is Financial Wellness Month

by | | Featured Posts, Financial Planning, Formation, Foundation, Freedom, Retirement Investing, Tax Planning

The New Year is a time for making resolutions to ensure the coming year is a better one than the last. Because January is also Financial Wellness Month, we’d like to help you with the intersection of those two: creating financial wellness resolutions. Improving your...
2nd Quarter 2016 Market Commentary

2nd Quarter 2016 Market Commentary

by | | Company Events, Formation, Foundation, Freedom, Market Commentary

2nd Quarter Market Commentary 2016   The Long and Short of It: The price of oil continues to make headlines causing some to think that the stock market’s performance is at the mercy of oil’s performance. We do not believe that to be the case for U.S. markets....
Money Cent$ Camp 2016 at Discovery Church

Money Cent$ Camp 2016 at Discovery Church

by | | Company Events, Company News, Learn How To Invest

Giving Students Money Skills for Life Format: Fun & Educational Dates: June 13th – June 17th Time: 9am-12pm each day Location: Discovery Church: 4400 S. Orange Ave, Orlando, FL 32806 || Room 102 & 103 (www.discoverychurch.org) Cost: $55 Allgen Financial...
Join Allgen Financial at the 2016 IOA Corporate 5K

Join Allgen Financial at the 2016 IOA Corporate 5K

by | | Company Events, Company News, Industry News

Allgen Financial is thrilled to be participating in the 2016 IOA Corporate 5K at Lake Eola, and we would like to warmly invite the members of our community to join us. We have been participating in this event for the past six years and this time around we are giving...
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