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
May 2022 Market Update: Market Volatility, Returns, Sentiment & More

May 2022 Market Update: Market Volatility, Returns, Sentiment & More

by AllGen Financial | May 12, 2022 | Featured Posts, From the Trade Desk, Market Commentary, Market Updates

Read through our market commentary here, or skip to Jason’s May 2022 Market Update video below. Volatility in Markets: What Can We Learn? 2022 continues to be a tough year for most market sectors. As of 5/10/2022, the S&P 500 (Large Cap), S&P 600 (Small...
May 2022 Market Update: Market Volatility, Returns, Sentiment & More

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...
May 2022 Market Update: Market Volatility, Returns, Sentiment & More

March 2022 Market Update: International and Emerging Markets, Russia-Ukraine, & More

by AllGen Financial | Mar 28, 2022 | Featured Posts, From the Trade Desk, Market Updates, Uncategorized

Read through our market commentary here, or skip to Jason’s March 2022 Market Update video below. It is important to understand that no one can predict the future, not even us! What we do as money managers is to research the most probable outcomes and how to...
How much do YOU need to retire?

How much do YOU need to retire?

by Jmartin | Jan 18, 2017 | Allgen's Money Minute, Company News, Financial Planning, Formation, YouTube Videos

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...
Financial Markets- 1st Quarter 2016

Financial Markets- 1st Quarter 2016

by Proldan | Jan 15, 2016 | Company News, Formation, Foundation, Freedom, Market Commentary

Financial Markets: 1st Quarter 2016 Allgen’s Market Commentary 4th Quarter Review 2015 was a year with increased volatility which caused a lot of fear in the minds of investors. The S&P 500 had it’s the lowest return since 2008 and a diversified portfolio...
« Older Entries
Next Entries »

Become an #AllGenInsider!


Latest Posts

  • Balancing College Costs and Saving for Retirement
  • Transitioning to ETF-Only Portfolios
  • A Self-Directed Retirement Account? You May Already Have One
  • 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

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