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1st Quarter 2015 Allgen Update

1st Quarter 2015 Allgen Update

by Proldan | Jan 20, 2015 | Company News, Formation, Foundation, Freedom

Allgen Update Happy New Year! New hopes and aspirations, new challenges and new goals are on the horizon.  While we maintain that life should be a continual quest for improvement, the mark of a new year is a great time to assess what’s worked, what hasn’t and...
The Benefits of Engaging in Financial Planning

The Benefits of Engaging in Financial Planning

by Jmartin | Oct 20, 2014 | Company News, Formation, Foundation

As a change of pace, this quarter, we would like to “drive home” the importance of financial planning.  Before we jump into it though, we want to remind you that with the Holidays right around the corner it is important to evaluate your financial situation and your...
Market Commentary 3rd Quarter 2012

Market Commentary 3rd Quarter 2012

by Jmartin | Jul 16, 2012 | Formation, Foundation, Freedom, Market Commentary

The Markets The first half of 2012 is on the books.  Our beginning of the year defensive posture came into play as equity markets pulled back substantially during the 2nd quarter falling 7.13% (as measured by the Morningstar aggressive equity portfolio). ...
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