The Long and Short of It (Summary): The yield curve has inverted which has historically preceded a recession Current sentiment shows extreme optimism which could be a negative for the market Fed futures pointing to potential rate cuts could be good for bonds 1st Quarter Review U.S. stocks had one of their strongest quarters since
If you have a junior or senior in high school, then you know it is that time of year to start thinking about college visits, SAT prep, graduation, and how the heck to pay for everything. If you are a parent of a freshman or sophomore, then you are just watching the plethora of school
Perhaps you’ve spoken to a friend at some point who sang the praises of an annuity and you thought…this sounds like a good idea. Or maybe you need a way to create a guaranteed stream of income and think an annuity may provide that avenue. Maybe you are an avid learner on anything finance
The Long and Short of It: Markets continue to rise despite political unrest, natural disasters, and the stock market hitting all-time highs.The strengthening economy could cause inflation which could lead to higher interest rates. 3rd Quarter Review Stocks continued to rise in the third quarter. Small US stocks and developed international markets lead the way,
We hope that you are safe and recovering from any damage that Hurricane Irma sent your way. We would like to take a moment to provide tips on how to finish the year strong and keep you moving toward your financial goals. We are heading into a hectic time of year with the holidays. We
The Long and Short of It: – International and Emerging markets continue their outperformance – The Federal Reserve plans to reduce bonds potentially having a negative effect on the market and bonds 2nd Quarter Review Stocks continued to plug away in the second quarter. As was the case in the first quarter, international and emerging
Should I take social security benefits early, delayed, or exactly at my retirement age? This depends on your circumstances, other portfolio assets, cash flow needs, and health. If you are expecting to live a long time (based on family history and individual health) and have other assets to sustain your lifestyle, then maybe you should
From One Millennial to Another… I wanted to take a few minutes and talk about something that I think is really pressing amongst the millennial generation: the ‘living for the now’ mindset. While I think Gen Y has a lot to be recognized for, our financial “savvy-ness” is definitely not one. One of the most
Life Insurance Who was this article written for? Foundation Formation Freedom First, let’s discuss what life insurance is. Life insurance provides a payout to beneficiaries of the deceased upon their death. But wait: there is so much more! At Allgen, we take a look at the individual or family’s whole financial picture, and we guide
What is “Allgen’s Path to Financial Freedom”? Great question! Let’s Explore. In a lot of our #MoneyMinutes, we reference “Allgen’s Path to Financial Freedom”. We realize that everyone may not know what the path is or what to think when we reference this financial adventure. In this episode of Allgen’s #MoneyMinute, Jason and Paul will