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Managing Risk in Your Investments

Managing Risk in Your Investments

by Amanda Shaffer | 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...
Forgotten 401(k) Retirement Accounts

Forgotten 401(k) Retirement Accounts

by Amanda Shaffer | Sep 21, 2023 | Financial Planning, Retirement Investing, Uncategorized

Key Takeaways: Millions of people across the United States have forgotten 401(k) retirement accounts. Rolling over the 401(k) into an IRA or a new 401(k) can help to maximize your investments. Diversified investment accounts tend to perform much better than those that...
How Should I Invest My 401(k)?

How Should I Invest My 401(k)?

by Amanda Shaffer | Aug 11, 2023 | Featured Posts, From the Trade Desk, Uncategorized

Key Takeaways: Your 401(k) or other company retirement plan should be invested based on your unique circumstances like your time horizon and risk profile – not what your friends or co-workers are invested in. Consider investing in a target date fund because it is like...
April 2023 Market Update: Investor Sentiment, Market Breadth, and More

April 2023 Market Update: Investor Sentiment, Market Breadth, and More

by Amanda Shaffer | Apr 24, 2023 | From the Trade Desk, Market Commentary, Uncategorized

Read through our market commentary here, or skip to Jason’s April 2023 Market Update video below. Investing can be exciting and even thrilling; some even say it’s like riding a rollercoaster. But like most thrill rides out there, they all come with their ups and...
Know Where You Are: Spending Plans

Know Where You Are: Spending Plans

by Amanda Shaffer | Feb 14, 2023 | AllGen Academy, Foundation, Uncategorized

Read through this post on net worth statements or skip to the AllGen Academy spending plans video below. What Is a Spending Plan? A spending plan (or budget) is a framework that tracks all income and expenses coming in and out for a household. It is a guide for the...
What to Expect When Relocating from New York to Florida

What to Expect When Relocating from New York to Florida

by Amanda Shaffer | Dec 28, 2022 | Featured Posts, Uncategorized

There’s a lot to like about the Sunshine State. The warm breezes, the beaches, and the easy access to some of the world’s greatest theme parks are all excellent reasons to consider moving to Florida. If you’re currently living in NYC, Florida could also be a good...
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