by | | 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...
by | | 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...
by | | 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...
by | | 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...
by | | 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...
