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Fundamentals of Investing: Time Value of Money

Fundamentals of Investing: Time Value of Money

by AllGen Financial | Dec 13, 2022 | Allgen, AllGen Academy, Fundamentals of Investing, Uncategorized

Read through this post on compound interest or skip to the AllGen Academy time value of money video below. Don’t forget to download our time value of money calculator to help you determine how much you need to save to be financially free. Perhaps the single most...
Tax Loss Harvesting

Tax Loss Harvesting

by AllGen Financial | Nov 17, 2022 | Featured Posts, From the Trade Desk, Uncategorized

Gains, Losses, and Income Investments tend to fluctuate in price over time, with the ultimate objective to grow in value or pay income, both of which involve taxes. If an investment is bought at a certain price and sold at a higher price (i.e. stocks), this is...
October 2022 Market Update: Bond Opportunities and Potential Difficulties for Conservative Allocations

October 2022 Market Update: Bond Opportunities and Potential Difficulties for Conservative Allocations

by AllGen Financial | Oct 26, 2022 | Allgen, Featured Posts, From the Trade Desk, Market Commentary, Market Updates

Read through our market commentary here, or skip to Jason’s October 2022 Market Update video below. 2022 has continued to be a very difficult year for investors as the Fed continues to aggressively raise interest rates in efforts to slow down the economy and...
October 2022 Market Update: Bond Opportunities and Potential Difficulties for Conservative Allocations

August 2022 Market Update: Fighting Inflation and Dealing with Fed Rates

by AllGen Financial | Sep 6, 2022 | Allgen, Featured Posts, From the Trade Desk, Market Commentary, Market Updates

Read through our market commentary here, or skip to Jason’s August 2022 Market Update video below. Tracking US Inflation 2022 has proved challenging for investors as economies grapple with elevated inflation, aggressive Federal Reserve policies, and two...
Recent Inflation Headlines

Recent Inflation Headlines

by AllGen Financial | Jul 14, 2022 | Allgen, Featured Posts, Financial Planning, From the Trade Desk, Maximizing Your Investments

Inflation Numbers from July 13, 2022 Higher than expected inflation numbers were published on July 13, 2022. US Inflation, which measures the price-change of a basket of goods and services in the US, increased by 9.06% over the 12 months prior to June 30, 2022; a...
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