Read through this post on stocks or skip to the AllGen Academy stocks video below. When people think of investing, most of them think about the stock market. But what is a stock? A share of stock represents a fractional ownership of a company. For example, if a...
Read through our market commentary here, or skip to Jason’s June 2022 Market Update video below. While stock prices have historically gone up, markets are no stranger to volatility, bear markets, and recessions along the way; 2022 has been a sobering reminder of...
Read through our market commentary here, or skip to Jason’s March 2022 Market Update video below. It is important to understand that no one can predict the future, not even us! What we do as money managers is to research the most probable outcomes and how to...
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...
AllGen’s Co-Founder Jason Martin is back with a special year-end video about tax-loss harvesting and how it can be used to mitigate taxes from realized capital gains. What Is Tax-Loss Harvesting? Tax-loss harvesting is the selling of securities at a loss...
