by | | Allgen, Financial Planning, Market Commentary, Market Updates, YouTube Videos
Read through the blog here, or skip to our Q4 2025 Market Update Video below Key Takeaways Markets broadly strengthened in 2025 despite high valuations and global uncertainty. Equities, bonds, and commodities all posted strong gains through mid-October. International...
by | | Featured Posts, Market Updates, YouTube Videos
AllGen’s Co-Founder Jason Martin is back with a Special Edition Market Update! In today’s video, he discusses the big questions around inflation (and stagflation). Don’t let the news drive your investing sentiments during this time. Market...
by | | Allgen's Money Minute, Estate Planning, Featured Posts, Financial Planning, Retirement Investing, YouTube Videos
AllGen Co-Founders Paul Roldan and Jason Martin are back with the latest #MoneyMinute segment! In this episode, Paul and Jason discuss the five most common mistakes people make that prevent them from reaching Financial Freedom. (A little hint – Financial...
by | | Allgen's Money Minute, Featured Posts, Learn How To Invest, Retirement Investing, YouTube Videos
AllGen Co-Founders Paul Roldan and Jason Martin are back with the latest #MoneyMinute segment! In this episode, Paul and Jason discuss the five biggest investing mistakes individuals make when they go the DIY route. (A little hint – Your portfolio has to be...
by | | Allgen's Money Minute, Featured Posts, Financial Planning, YouTube Videos
AllGen Co-Founders Paul Roldan and Jason Martin are back with the latest #MoneyMinute segment! In this episode, Paul and Jason discuss what to expect with the third stimulus package and provide a few thoughts on how to use your third stimulus check. You can find more...
by | | Allgen's Money Minute, Company News, Financial Planning, Retirement Investing, YouTube Videos
“Should I invest in an annuity?” We have clients who walk into our office with annuities and ask for help to get out of them. Unfortunately that’s a common theme with these annuities. You get stuck. Jason and Paul discuss more in depth about what...
