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Managing Risk in Your Investments

Managing Risk in Your Investments

by AllGen Financial | Sep 21, 2023 | Allgen, From the Trade Desk, Fundamentals of Investing, Uncategorized

Read through the blog here, or skip to Jason’s Managing Risk in Your Investments video below. Key Takeaways: A portfolio that falls less than the market doesn’t need to beat the market on the upside to outperform over the long run – a portfolio that loses less...
Components of Financial Freedom: Inflation

Components of Financial Freedom: Inflation

by AllGen Financial | Feb 27, 2023 | AllGen Academy, Components of Financial Freedom, Formation

Read through this post on how inflation impacts retirement planning and Financial Freedom or skip to the AllGen Academy inflation video below. Inflation Inflation is a critical part of planning for Financial Freedom. As we discussed in the previous lesson, anticipated...
Fundamentals of Investing: Mutual Funds & ETFs

Fundamentals of Investing: Mutual Funds & ETFs

by AllGen Financial | Jan 12, 2023 | AllGen Academy, Formation, Fundamentals of Investing

Read through this post on mutual funds and ETFs or skip to the AllGen Academy mutual funds video below. Mutual Funds and Exchange Traded Funds Funds were created to help the average investor own stocks, bonds, and other investments without having to pick individual...
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...
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