Read through our market commentary here, or skip to Jason’s July 2023 Market Update video below. Investors spent most of the first half of 2023 wondering if markets would sustain the previous year-end bounce or continue to fall as the Fed pumps the breaks on the...
Read through this post on stocks or skip to the AllGen Academy stocks video below. When people think of investing, most of them think about the stock market. But what is a stock? A share of stock represents a fractional ownership of a company. For example, if a...
This is a great question, and one we are hearing more frequently lately. Our goal with this episode is not to take sides or get political. Our intention is to motivate you to focus on your own personal situation, your journey, and your finances – the “My...
The Markets Take a Breather – Remember to Stay the Course Market returns were disappointing in 2015 with most benchmarks being slightly negative. This was due to a weak December. To make matters worse, 2016 started off alarmingly negative. The S&P 500...
Market Returns As of 9/30/2011 Index Name Market Segment Year to Date Returns 5 Year Annualized Returns S&P 500 U.S. Large Cap -8.68% -1.18% Russell 2000 U.S. Small Cap -17.02% -1.02% MSCI EAFE International -14.98% -3.46% MSCI Emerging Emerging Mkts...
