407-210-3888
AllGen Financial Advisors, Inc.
  • The Team
  • The Story
  • The Difference
  • The Path
    • Foundation
    • Formation
    • Freedom
  • The Service
    • Investment Management
    • Financial Planning
    • 401(k) Rollovers
    • Fiduciary Advice
  • About
  • Blog
  • Accounts
    • Client Portal
    • Charles Schwab
    • RightCapital
    • AllGen Academy
  • Contact
Select Page
Managing Risk in Your Investments

Managing Risk in Your Investments

by AllGen Financial | 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...
Tax Loss Harvesting

Tax Loss Harvesting

by AllGen Financial | Nov 17, 2022 | Featured Posts, From the Trade Desk, Uncategorized

Gains, Losses, and Income Investments tend to fluctuate in price over time, with the ultimate objective to grow in value or pay income, both of which involve taxes. If an investment is bought at a certain price and sold at a higher price (i.e. stocks), this is...
October 2022 Market Update: Bond Opportunities and Potential Difficulties for Conservative Allocations

October 2022 Market Update: Bond Opportunities and Potential Difficulties for Conservative Allocations

by AllGen Financial | Oct 26, 2022 | Allgen, Featured Posts, From the Trade Desk, Market Commentary, Market Updates

Read through our market commentary here, or skip to Jason’s October 2022 Market Update video below. 2022 has continued to be a very difficult year for investors as the Fed continues to aggressively raise interest rates in efforts to slow down the economy and...
October 2022 Market Update: Bond Opportunities and Potential Difficulties for Conservative Allocations

August 2022 Market Update: Fighting Inflation and Dealing with Fed Rates

by AllGen Financial | Sep 6, 2022 | Allgen, Featured Posts, From the Trade Desk, Market Commentary, Market Updates

Read through our market commentary here, or skip to Jason’s August 2022 Market Update video below. Tracking US Inflation 2022 has proved challenging for investors as economies grapple with elevated inflation, aggressive Federal Reserve policies, and two...
October 2022 Market Update: Bond Opportunities and Potential Difficulties for Conservative Allocations

May 2022 Market Update: Market Volatility, Returns, Sentiment & More

by AllGen Financial | May 12, 2022 | Featured Posts, From the Trade Desk, Market Commentary, Market Updates

Read through our market commentary here, or skip to Jason’s May 2022 Market Update video below. Volatility in Markets: What Can We Learn? 2022 continues to be a tough year for most market sectors. As of 5/10/2022, the S&P 500 (Large Cap), S&P 600 (Small...
« Older Entries

Become an #AllGenInsider!


Latest Posts

  • You Have the Retirement Savings—But Do You Have a Plan to Make Them Last?
  • If I Could Only Teach 3 Financial Lessons to Business Owners
  • AllGen Q2 2025 Market Update | Volatility, Valuations, and Financial Planning Insights
  • 5 Reasons to Partner With a Wealth Manager
  • Millennial Retirement Trends: How to Stay Ahead of the Curve

Categories

  • Allgen
  • AllGen Academy
  • Allgen's Money Minute
  • Charitable GIving
  • Company Events
  • Company News
  • Components of Financial Freedom
  • Coronavirus (COVID-19) Updates
  • Estate Planning
  • Events
  • Featured Posts
  • Financial Planning
  • Formation
  • Foundation
  • Freedom
  • From the Trade Desk
  • Fundamentals of Investing
  • Homebuying
  • Industry News
  • Just for Fun
  • Learn How To Invest
  • Market Commentary
  • Market Updates
  • Maximizing Your Investments
  • News
  • Retirement Investing
  • Retirement Planning
  • Social Security
  • Success Stories
  • Tax Planning
  • Uncategorized
  • YouTube Videos
  • Contact
  • Blog
  • The Services
  • The Path
  • The Team

© 2025 AllGen Financial Advisors, Inc.. All rights reserved. Privacy Policy | Terms of Use

  • Contact
  • Blog
  • The Services
  • The Path
  • The Team