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July 2023 Market Update: Stock Markets, Dollar Value, Inflation, & More

July 2023 Market Update: Stock Markets, Dollar Value, Inflation, & More

by AllGen Financial | Jul 21, 2023 | From the Trade Desk, Market Commentary

Read through our market commentary here, or skip to Jason’s July 2023 Market Update video below. Investors spent most of the first half of 2023 wondering if markets would sustain the previous year-end bounce or continue to fall as the Fed pumps the breaks on the...
Millennials and Finance

Millennials and Finance

by Jmartin | Apr 27, 2017 | Company News, Estate Planning, Featured Posts, Formation, Foundation, Retirement Investing

From One Millennial to Another…I wanted to take a few minutes and talk about something that I think is really pressing amongst the millennial generation: the ‘living for the now’ mindset.While I think Gen Y has a lot to be recognized for, our...
How To Teach Children About Finances – Pt. 2 Simple Budgeting

How To Teach Children About Finances – Pt. 2 Simple Budgeting

by Jmartin | Feb 22, 2017 | Allgen's Money Minute, Company News, YouTube Videos

We are continuing our discussion from last week regarding how to teach our children about finances. In this week’s episode of Allgen’s #MoneyMinute, Jason and Paul talk about simple budgeting in the form of SAVE, SPEND, GIVE. <<How to teach children...
How to teach my children about finances- Part 1

How to teach my children about finances- Part 1

by Jmartin | Feb 15, 2017 | Allgen's Money Minute, Company News, YouTube Videos

How to teach my children about finances – Part 1 – “Work-For-Pay” Mentality In accordance with our vision of seeing a society that is financially wise, we wanted to parents about the younger generations. In this episode of Allgen’s...
Can I rollover my old 401k into my current employer?

Can I rollover my old 401k into my current employer?

by Jmartin | Jun 3, 2016 | Allgen's Money Minute, Financial Planning, YouTube Videos

“Can I rollover my old 401k into my current employer?” The short answer is yes, you can rollover your old 401k into your current employer as long as they allow. There are benefits of rolling over your 401k into your current employer, but there are also...

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