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March 2023 Market Update: Bank Failures, Diversification, and Are You at Risk?

March 2023 Market Update: Bank Failures, Diversification, and Are You at Risk?

by AllGen Financial | Mar 16, 2023 | Company News, Featured Posts, From the Trade Desk, Industry News, Market Commentary, Market Updates

Read through our market commentary here, or skip to Jason’s March 2023 Market Update video below. The History that Led to Bank Failures in 2023 To properly understand the recent events in the banking sector, specifically the failure of Silicon Valley Bank (SVB),...
Know Where You Are: Net Worth Statements

Know Where You Are: Net Worth Statements

by AllGen Financial | Feb 2, 2023 | AllGen Academy, Foundation

Read through this post on net worth statements or skip to the AllGen Academy net worth statements video below. Be sure to download the net worth statement template as well! What Is a Net Worth Statement? The Net Worth Statement tells us how healthy you are financially...
Fundamentals of Investing: Mutual Funds & ETFs

Fundamentals of Investing: Mutual Funds & ETFs

by AllGen Financial | Jan 12, 2023 | AllGen Academy, Formation, Fundamentals of Investing

Read through this post on mutual funds and ETFs or skip to the AllGen Academy mutual funds video below. Mutual Funds and Exchange Traded Funds Funds were created to help the average investor own stocks, bonds, and other investments without having to pick individual...
Fundamentals of Investing: Bonds

Fundamentals of Investing: Bonds

by AllGen Financial | Jan 3, 2023 | AllGen Academy, Formation, Fundamentals of Investing

Read through this post on bonds or skip to the AllGen Academy bonds video below. Another common asset class in investing is called Bonds, fixed-income instruments where an investor lends money to a borrower in exchange for a stream of interest payments over a defined...
Fundamentals of Investing: Stocks

Fundamentals of Investing: Stocks

by AllGen Financial | Dec 20, 2022 | AllGen Academy, Formation, Fundamentals of Investing

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...
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