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...
This is a very common question we run across on the daily. In this episode of Allgen’s #MoneyMinute, Jason and Paul dispel the industry myth and fearful emotions of touching your principal during retirement. If you are interested in running a Monte Carlo...
Do you know how much you need to retire? This is one of those questions that doesn’t have an easy answer. In this episode of Allgen’s #MoneyMinute, Paul and Jason discuss a few general equations to consider when trying to plan for your retirement. If you...
“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...
The Markets Take a Breather – Remember to Stay the Course Market returns were disappointing in 2015 with most benchmarks being slightly negative. This was due to a weak December. To make matters worse, 2016 started off alarmingly negative. The S&P 500...
