407-210-3888
AllGen Financial Advisors, Inc.
  • The Team
  • The Story
  • The Difference
  • The Path
    • Foundation
    • Formation
    • Freedom
  • The Service
    • Investment Management
    • Financial Planning
    • 401(k) Rollovers
    • Fiduciary Advice
  • About
  • Blog
  • Accounts
    • Client Portal
    • Charles Schwab
    • RightCapital
    • AllGen Academy
  • Contact
Select Page
July 2024 Market Update: Diversification, Inflation, and How the Election Affects Investing

July 2024 Market Update: Diversification, Inflation, and How the Election Affects Investing

by AllGen Financial | Jul 26, 2024 | Featured Posts, From the Trade Desk

Read through the blog here, or skip to Jason’s July 2024 Market Update video below. The economy has appeared to defy the odds lately in response to elevated inflation and the Federal Reserve’s tightening of markets. At times, the Fed will try to slow the economy to...
October 2023 Market Update: Bonds, Inflation, and Interest Rates

October 2023 Market Update: Bonds, Inflation, and Interest Rates

by AllGen Financial | Oct 24, 2023 | From the Trade Desk, Market Commentary

Read through the blog here, or skip to Jason’s October 2023 Market Update video below. 2023 began with solid market performance among major indexes as investors put the 2022 bear market in the rear-view mirror. The AI technology rally certainly captured investor...
Quarterly Market Update and Q2 2022 Outlooks

Quarterly Market Update and Q2 2022 Outlooks

by AllGen Financial | May 4, 2022 | Featured Posts, Market Commentary, Market Updates, Uncategorized

Read through our market commentary here, or skip to Jason’s April 2022 Market Update video below. In the first quarter of 2022, markets have dealt with major events like Fed rate hikes, inflation hitting 40-year highs, and the Russian invasion of Ukraine, not to...
2nd Quarter 2019 Market Commentary

2nd Quarter 2019 Market Commentary

by AllGen Financial | Apr 11, 2019 | Allgen, Featured Posts, Formation, Foundation, Freedom, Market Commentary

The Long and Short of It (Summary): The yield curve has inverted which has historically preceded a recessionCurrent sentiment shows extreme optimism which could be a negative for the marketFed futures pointing to potential rate cuts could be good for bonds 1st Quarter...
2nd Quarter 2019 Market Commentary

1st Quarter 2019 Market Commentary

by AllGen Financial | Jan 16, 2019 | Company News, Featured Posts, Market Commentary

The Long and Short of It: Long-term stock charts point to a potential change of trend in the long-running bull market The Federal Reserve could be nearing the end of its current rate rising cycle 4th Quarter Review US stocks had a difficult 4th quarter and its worst...
« Older Entries

Become an #AllGenInsider!


Latest Posts

  • You Have the Retirement Savings—But Do You Have a Plan to Make Them Last?
  • If I Could Only Teach 3 Financial Lessons to Business Owners
  • AllGen Q2 2025 Market Update | Volatility, Valuations, and Financial Planning Insights
  • 5 Reasons to Partner With a Wealth Manager
  • Millennial Retirement Trends: How to Stay Ahead of the Curve

Categories

  • Allgen
  • AllGen Academy
  • Allgen's Money Minute
  • Charitable GIving
  • Company Events
  • Company News
  • Components of Financial Freedom
  • Coronavirus (COVID-19) Updates
  • Estate Planning
  • Events
  • Featured Posts
  • Financial Planning
  • Formation
  • Foundation
  • Freedom
  • From the Trade Desk
  • Fundamentals of Investing
  • Homebuying
  • Industry News
  • Just for Fun
  • Learn How To Invest
  • Market Commentary
  • Market Updates
  • Maximizing Your Investments
  • News
  • Retirement Investing
  • Retirement Planning
  • Social Security
  • Success Stories
  • Tax Planning
  • Uncategorized
  • YouTube Videos
  • Contact
  • Blog
  • The Services
  • The Path
  • The Team

© 2025 AllGen Financial Advisors, Inc.. All rights reserved. Privacy Policy | Terms of Use

  • Contact
  • Blog
  • The Services
  • The Path
  • The Team