by | | Allgen's Money Minute, Retirement Investing, YouTube Videos
What’s the difference between a Roth 401k and a Traditional 401k? Jason and Paul expand on the differences of each and which one might make more sense to you. Take a listen, and subscribe to our YouTube channel to receive more Allgen #MoneyMinute goodness from...
by | | Allgen's Money Minute, Company News, Estate Planning, Formation, Retirement Investing, YouTube Videos
Maximizing Investments 101 Have you ever asked yourself, “How do I get the most out of what I’m investing?” Well, search no further – in Allgen’s #MoneyMinute below, Jason and Paul explain one of many options to maximize investments....
by | | Retirement Investing, YouTube Videos
Jason Martin, our CIO, shares Allgen’s thoughts about the UK voting to exit the European Union, aka Brexit. While this has caused some uncertainty in the market, Jason talks about how to have a long term mindset vs. emotional investing. Our priority is to manage...
by | | Allgen's Money Minute, Financial Planning, YouTube Videos
“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...
by | | Formation, Foundation, Freedom, Market Commentary
The Markets The first half of 2012 is on the books. Our beginning of the year defensive posture came into play as equity markets pulled back substantially during the 2nd quarter falling 7.13% (as measured by the Morningstar aggressive equity portfolio). ...
