AllGen’s Co-Founder Jason Martin is back with another Market Update! These are the headlines he’ll be discussing about the 1st Quarter in 2020 and the most recent market data due to COVID-19:

✔️US Large Cap over the last 3 years.
✔️Potential scenarios for international and emerging market projections for the upcoming 3 years.
✔️US Small Cap over the last 5 years.
✔️Long-term US Treasury Bonds over the last 1.5 years.
✔️Gold over the last 15 years.
✔️US Stimulus Package efforts.
✔️Possible peak of COVID-19.
✔️Possibility of a second wave of COVID-19.
✔️Quantitative easing (aka – printing money).
✔️Low interest rates are predicted for a long time.
✔️Mortgage rates down, but not as much as bond yields.
✔️US debt and deficits.
✔️US Percentage of Gross National Debt vs GDP, from 1936 through 2019.
✔️Holding non-correlated assets.
✔️Strategic rebalancing.

Don’t let the news drive your investing sentiments during this time. Market fluctuations aren’t the same as portfolio fluctuations.

If you’re already an AllGen client, be sure to login to your Morningstar® Client Portal account to view your investment portfolio allocations and performance metrics.

If you have any questions, call us at: 407-210-3888 – we’re here to serve.



Don’t let current conditions keep you up at night. Obsessing over the market is what we do! 

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