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Risk Management – Under the Hood

Risk Management – Under the Hood

by AllGen Financial | Jun 22, 2022 | Allgen, Featured Posts, Financial Planning, From the Trade Desk, Maximizing Your Investments

Modern investing technology has put the power of investing into the hands of the masses, giving nearly any individual with an internet connection access to global markets at their fingertips. With almost zero investment experience or industry knowledge, a person can...
Quarterly Market Update and Q2 2022 Outlooks

Quarterly Market Update and Q2 2022 Outlooks

by AllGen Financial | May 4, 2022 | Featured Posts, Market Commentary, Market Updates, Uncategorized

Read through our market commentary here, or skip to Jason’s April 2022 Market Update video below. In the first quarter of 2022, markets have dealt with major events like Fed rate hikes, inflation hitting 40-year highs, and the Russian invasion of Ukraine, not to...
Maximizing Your Investments: Diversification

Maximizing Your Investments: Diversification

by AllGen Financial | Mar 17, 2022 | AllGen Academy, Featured Posts, Maximizing Your Investments

What Is Diversification? Diversification is the practice of spreading money across different types of investments to reduce risk and maximize your investments. You’ve likely heard the phrase, “Don’t put all your eggs in one basket.” This illustrates the concept of...
Quarterly Market Update and Q2 2022 Outlooks

February 2022 Market Update: Russia-Ukraine, Inflation, Interest Rate Hikes & More

by AllGen Financial | Feb 24, 2022 | Featured Posts, Market Updates, Uncategorized

Read through our market commentary here, or skip to Jason’s February 2022 Market Update video below. The Russia-Ukraine Conflict While the Russia-Ukraine conflict is creating a lot of fear in markets, its impact on the economy in terms of market exposure is...
The 5 BIGGEST Mistakes On Your Path To Financial Freedom!

The 5 BIGGEST Mistakes On Your Path To Financial Freedom!

by AllGen Financial | May 3, 2021 | 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...
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