by Amanda Shaffer | Dec 10, 2019 | Allgen, Allgen's Money Minute, Featured Posts, Formation, Freedom
AllGen #MoneyMinute #FinancialFreedom The short answer is: it depends. In the past, people would amass a nice portfolio and grow it to the point where, in retirement, they could take the dividends and interest generated by the portfolio and live off of that income....
by Amanda Shaffer | Apr 16, 2019 | Allgen, Company News, Featured Posts, Financial Planning, Freedom, Learn How To Invest, Retirement Investing
At Allgen we define the Financial Freedom stage as the point when you have accumulated enough assets and/or income streams to maintain your lifestyle without having to depend on a paycheck from work. While the Formation (accumulation) stage focuses on the growth of...
by Amanda Shaffer | Apr 11, 2019 | Allgen, Featured Posts, Formation, Foundation, Freedom, Market Commentary
The Long and Short of It (Summary): The yield curve has inverted which has historically preceded a recessionCurrent sentiment shows extreme optimism which could be a negative for the marketFed futures pointing to potential rate cuts could be good for bonds 1st Quarter...
by Amanda Shaffer | Jan 17, 2019 | Featured Posts, Financial Planning
70% of all homeowners have a mortgage. Which means 30% do not.1 If you aspire to be in the latter camp, below are some ideas to accelerate that outcome. At Allgen, we would love for you to have your home paid in full by the time you retire and even sooner, if...
by Amanda Shaffer | Jan 16, 2019 | Company News, Featured Posts, Market Commentary
The Long and Short of It: Long-term stock charts point to a potential change of trend in the long-running bull market The Federal Reserve could be nearing the end of its current rate rising cycle 4th Quarter Review US stocks had a difficult 4th quarter and its worst...
by Amanda Shaffer | Dec 13, 2018 | Allgen's Money Minute, Featured Posts, Financial Planning, Retirement Investing
At the end of the year, everyone is busy with holiday celebrations, travel, and for some a very busy working season (retailers, accountants, financial advisors). But before we close out the year, let’s not overlook the opportunities that can help with our final tax...
