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
2nd Quarter 2016 Market Commentary

2nd Quarter 2016 Market Commentary

by Proldan | Apr 22, 2016 | Company Events, Formation, Foundation, Freedom, Market Commentary

2nd Quarter Market Commentary 2016   The Long and Short of It: The price of oil continues to make headlines causing some to think that the stock market’s performance is at the mercy of oil’s performance. We do not believe that to be the case for U.S. markets....
2nd Quarter 2016 Market Commentary

Financial Markets: 4th Quarter 2015

by Proldan | Oct 16, 2015 | Company Events, Formation, Foundation, Freedom, Market Commentary

Financial Markets: 4th Quarter 2015 Market Commentary 3rd Quarter Review Financial markets went on a roller coaster ride in the third quarter and so did people’s emotions.   The S&P 500 had it’s worst quarterly return since  the 3rd quarter of 2011.  Domestic and...
2nd Quarter 2016 Market Commentary

3rd Quarter 2015 Market Commentary

by Proldan | Jul 20, 2015 | Company Events, Formation, Foundation, Freedom, Market Commentary

3rd Quarter 2015 Market Commentary 2nd Quarter Review Financial markets ended the second quarter of 2015 on a sour note.  Despite negative news surrounding Greece, markets stayed in a tight range, then dipped at the end of the quarter leaving many portfolios in the...
2nd Quarter 2016 Market Commentary

1st Quarter 2015 Market Commentary

by Proldan | Jan 20, 2015 | Formation, Foundation, Freedom, Market Commentary

4th Qtr Review Since starting off the quarter marked by high levels of fear and falling stock markets, most U.S. markets rebounded and finished the year off strong.  International and Emerging markets continued their weakness and finished the year in the red. Bonds...
The Benefits of Engaging in Financial Planning

The Benefits of Engaging in Financial Planning

by Jmartin | Oct 20, 2014 | Company News, Formation, Foundation

As a change of pace, this quarter, we would like to “drive home” the importance of financial planning.  Before we jump into it though, we want to remind you that with the Holidays right around the corner it is important to evaluate your financial situation and your...
« Older Entries
Next 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