by | | Allgen, Financial Planning, Market Commentary, Market Updates, YouTube Videos
Read through the blog here, or skip to our Q1 2026 Market Update Video below Key Takeaways 2025 delivered strong returns with gold up 64%, international stocks up 30%, U.S. large cap stocks up 18%, U.S. small cap stocks up 8%, and bonds up 7%. U.S. stock valuations...
by | | Allgen, Financial Planning, Market Commentary, Market Updates, YouTube Videos
Read through the blog here, or skip to our Q4 2025 Market Update Video below Key Takeaways Markets broadly strengthened in 2025 despite high valuations and global uncertainty. Equities, bonds, and commodities all posted strong gains through mid-October. International...
by | | Allgen, From the Trade Desk, Fundamentals of Investing, Uncategorized
Read through the blog here, or skip to Jason’s Managing Risk in Your Investments video below. Key Takeaways: A portfolio that falls less than the market doesn’t need to beat the market on the upside to outperform over the long run – a portfolio that loses less...
by | | Allgen, AllGen Academy, Fundamentals of Investing, Uncategorized
Read through this post on compound interest or skip to the AllGen Academy time value of money video below. Don’t forget to download our time value of money calculator to help you determine how much you need to save to be financially free. Perhaps the single most...
by | | Allgen, Featured Posts, Retirement Investing
Saving for retirement is a must for anyone who is of working age. It’s important to have the right type of retirement account, however, as different types of accounts are available to meet different needs. If you’re a business owner who has no employees, then the solo...
by | | Allgen, Featured Posts, From the Trade Desk, Market Commentary, Market Updates
Read through our market commentary here, or skip to Jason’s October 2022 Market Update video below. 2022 has continued to be a very difficult year for investors as the Fed continues to aggressively raise interest rates in efforts to slow down the economy and...
