by Proldan | Mar 13, 2025 | Fundamentals of Investing, Retirement Investing, Retirement Planning
With all the recent news surrounding Employee Stock Ownership Plans (ESOPs) and retirement planning, we know many employees are wondering how to make the most of their ESOP and avoid common mistakes. To address these concerns, Paul Roldan has created a short video...
by AllGen Financial | Sep 21, 2023 | 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 Financial | Jan 12, 2023 | AllGen Academy, Formation, Fundamentals of Investing
Read through this post on mutual funds and ETFs or skip to the AllGen Academy mutual funds video below. Mutual Funds and Exchange Traded Funds Funds were created to help the average investor own stocks, bonds, and other investments without having to pick individual...
by AllGen Financial | Jan 9, 2023 | AllGen Academy, Formation, Fundamentals of Investing
Read through this post on cash, cash equivalents, & alternatives or skip to the AllGen Academy cash equivalents video below. A third major asset class is Cash and Cash Equivalents, which consists of: Checking and savings accounts Money markets Bank reserves Super...
by AllGen Financial | Jan 3, 2023 | AllGen Academy, Formation, Fundamentals of Investing
Read through this post on bonds or skip to the AllGen Academy bonds video below. Another common asset class in investing is called Bonds, fixed-income instruments where an investor lends money to a borrower in exchange for a stream of interest payments over a defined...
by AllGen Financial | Dec 20, 2022 | AllGen Academy, Formation, Fundamentals of Investing
Read through this post on stocks or skip to the AllGen Academy stocks video below. When people think of investing, most of them think about the stock market. But what is a stock? A share of stock represents a fractional ownership of a company. For example, if a...
