by | | Company News, Financial Planning
There are various vehicles to save for college. Some are tax advantaged, others have less spending restrictions and others are flexible regarding the investment choices or how much can be contributed. As such, the vehicle of choice depends on individual...
by | | Company News, Financial Planning, Foundation
Is a College Education Worth the Cost? It depends. Traditionally pursuing a college education has been a worthy endeavor as it 1) presents the possibility for higher earnings in life; 2) leads to personal development through intellectual discourse and 3) leads...
by | | Company News, Formation, Foundation, Freedom, Market Commentary
Financial Markets: 1st Quarter 2016 Allgen’s Market Commentary 4th Quarter Review 2015 was a year with increased volatility which caused a lot of fear in the minds of investors. The S&P 500 had it’s the lowest return since 2008 and a diversified portfolio...
by | | Company News, Market Commentary
The Markets Take a Breather – Remember to Stay the Course Market returns were disappointing in 2015 with most benchmarks being slightly negative. This was due to a weak December. To make matters worse, 2016 started off alarmingly negative. The S&P 500...
by | | Company News, Financial Planning
Toning Up Your Financial Plan This Year When exercising to “tone up” your muscle, you are creating a stronger, more firm muscle. We’re aiming for the same concept when talking about toning up your finances. Toning up a financial plan entails 1) breaking down...
