by Amanda Shaffer | Jun 16, 2022 | Featured Posts, Market Commentary, Uncategorized
Read through our market commentary here, or skip to Jason’s June 2022 Market Update video below. While stock prices have historically gone up, markets are no stranger to volatility, bear markets, and recessions along the way; 2022 has been a sobering reminder of...
by Amanda Shaffer | May 25, 2022 | Allgen, Financial Planning, Foundation, Uncategorized
What Is Life Insurance? Life insurance is a tool for protecting your loved ones in the case of your death. The main purpose for having life insurance is to replace your income or financial value by allowing your family to receive a death benefit when you pass away....
by Amanda Shaffer | May 4, 2022 | Featured Posts, Market Commentary, Market Updates, Uncategorized
Read through our market commentary here, or skip to Jason’s April 2022 Market Update video below. In the first quarter of 2022, markets have dealt with major events like Fed rate hikes, inflation hitting 40-year highs, and the Russian invasion of Ukraine, not to...
by Amanda Shaffer | Mar 28, 2022 | Featured Posts, Market Updates, Uncategorized
Read through our market commentary here, or skip to Jason’s March 2022 Market Update video below. It is important to understand that no one can predict the future, not even us! What we do as money managers is to research the most probable outcomes and how to...
by Amanda Shaffer | Feb 24, 2022 | Featured Posts, Market Updates, Uncategorized
Read through our market commentary here, or skip to Jason’s February 2022 Market Update video below. The Russia-Ukraine Conflict While the Russia-Ukraine conflict is creating a lot of fear in markets, its impact on the economy in terms of market exposure is...
by Amanda Shaffer | Feb 3, 2022 | Featured Posts, Uncategorized
The COVID-19 pandemic has seen a rise in relocations as people working remotely move from more expensive areas to parts of the country with lower costs of living. Because of this, Florida has seen a rise in people relocating to the state, from California in...
