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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...
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...
How to Acquire Life Insurance

How to Acquire Life Insurance

by Amanda Shaffer | May 25, 2022 | Allgen, Financial Planning, Foundation, Uncategorized

What Is Life Insurance? Life insurance is a tool for protecting your loved ones in the case of your death. The main purpose for having life insurance is to replace your income or financial value by allowing your family to receive a death benefit when you pass away....
4th Quarter 2018 Market Commentary

4th Quarter 2018 Market Commentary

by Amanda Shaffer | Oct 17, 2018 | Allgen's Money Minute, Featured Posts, Market Commentary

The Long and Short of It: – The economy is strong, however, bad breadth and negative divergences in the markets could be a warning sign – The trend of the 10-year US Bond yield broke out of its 36-year downtrend 3rd Quarter Review US stocks had a solid 3rd...
Annuities – Good Investment or Rip off?

Annuities – Good Investment or Rip off?

by Amanda Shaffer | Oct 1, 2018 | Allgen, Allgen's Money Minute, Financial Planning, Formation, Retirement Investing

 Perhaps you’ve spoken to a friend at some point who sang the praises of an annuity and you thought…this sounds like a good idea.  Or maybe you need a way to create a guaranteed stream of income and think an annuity may provide that avenue. Maybe you are an avid...
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