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Fundamentals of Investing: Stocks

Fundamentals of Investing: Stocks

by AllGen Financial | Dec 20, 2022 | AllGen Academy, Formation, Fundamentals of Investing

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...
Fundamentals of Investing: Time Value of Money

Fundamentals of Investing: Time Value of Money

by AllGen Financial | Dec 13, 2022 | Allgen, AllGen Academy, Fundamentals of Investing, Uncategorized

Read through this post on compound interest or skip to the AllGen Academy time value of money video below. Don’t forget to download our time value of money calculator to help you determine how much you need to save to be financially free. Perhaps the single most...
Tax Loss Harvesting

Tax Loss Harvesting

by AllGen Financial | Nov 17, 2022 | Featured Posts, From the Trade Desk, Uncategorized

Gains, Losses, and Income Investments tend to fluctuate in price over time, with the ultimate objective to grow in value or pay income, both of which involve taxes. If an investment is bought at a certain price and sold at a higher price (i.e. stocks), this is...
Private Mortgage Insurance (PMI)

Private Mortgage Insurance (PMI)

by AllGen Financial | Oct 25, 2022 | AllGen Academy, Financial Planning, Foundation, Homebuying

What Is Private Mortgage Insurance (PMI)? Private mortgage insurance, or PMI, is a type of insurance for your mortgage. If you put down less than 20% on your home when you buy it, you’ll most likely be required to purchase PMI. Although you’re paying for the PMI, it...
August 2022 Market Update: Fighting Inflation and Dealing with Fed Rates

August 2022 Market Update: Fighting Inflation and Dealing with Fed Rates

by AllGen Financial | Sep 6, 2022 | Allgen, Featured Posts, From the Trade Desk, Market Commentary, Market Updates

Read through our market commentary here, or skip to Jason’s August 2022 Market Update video below. Tracking US Inflation 2022 has proved challenging for investors as economies grapple with elevated inflation, aggressive Federal Reserve policies, and two...
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