by | | Financial Planning, Freedom
What will be your legacy month? Legacy is anything handed down from the past, as from an ancestor or predecessor. This could be in the form of what you have earned/accumulated as well as more intangible gifts, such as what you have learned, your values, and giving...
by | | Company Events, Formation, Foundation, Freedom, Market Commentary
3rd Quarter 2015 Market Commentary 2nd Quarter Review Financial markets ended the second quarter of 2015 on a sour note. Despite negative news surrounding Greece, markets stayed in a tight range, then dipped at the end of the quarter leaving many portfolios in the...
by | | Company Events, Company News, Formation, Foundation, Freedom, Market Commentary
1st Qtr Review 2015 has been marked by increased volatility, thus far; January and March showed weak returns, with a relatively strong February sandwiched in the middle. The increased volatility helped bonds continue to go higher in the quarter as investors sought...
by | | Company News, Financial Planning, Freedom
You may have heard before that wealth has four phases: accumulation, preservation, distribution, and transfer. There is an order to the flow of money in our lives. Conventional wisdom says to set aside a percentage of our wages and earnings for the long term. Over...
by | | Formation, Foundation, Freedom, Market Commentary
4th Qtr Review Since starting off the quarter marked by high levels of fear and falling stock markets, most U.S. markets rebounded and finished the year off strong. International and Emerging markets continued their weakness and finished the year in the red. Bonds...
by | | Company News, Formation, Foundation, Freedom
Allgen Update Happy New Year! New hopes and aspirations, new challenges and new goals are on the horizon. While we maintain that life should be a continual quest for improvement, the mark of a new year is a great time to assess what’s worked, what hasn’t and...
