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.
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!
Give us a call if you have any questions. We’re here to serve.
Important Disclosures: The information provided here is of a general nature and is not intended to answer any individual’s financial questions. Do not rely on information presented herein to address your individual financial concerns. Your receipt of information from this material does not create a client relationship and the financial privileges inherent therein. If you have a financial question, you should consult an experienced financial advisor. Moreover, the hiring of a financial advisor is an important decision that should not be based solely upon blogs, articles, or advertisements. Before you hire a financial advisor, you should request information about the financial advisor’s qualifications and experiences. Past performance is no guarantee of future results. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Examples provided are for illustrative (or “informational”) purposes only and not intended to be reflective of results you can expect to achieve. AllGen Financial Advisors, Inc. (AllGen) is an investment advisor registered with the SEC. AllGen does not provide personal financial advice via this material. The purpose of this material is limited to the dissemination of general information regarding the services offered by AllGen. The Disclosure Brochure, Form ADV Part II, which details business practices, services offered, and related fees of AllGen, is available upon request.