407-210-3888
AllGen Financial Advisors, Inc.
  • The Team
  • The Story
  • The Difference
  • The Path
    • Foundation
    • Formation
    • Freedom
  • The Service
    • Investment Management
    • Financial Planning
    • 401(k) Rollovers
    • Fiduciary Advice
  • About
  • Blog
  • Accounts
    • Client Portal
    • Charles Schwab
    • RightCapital
    • AllGen Academy
  • Contact
Select Page
January 2024 Market Update: Inflation, Market Volatility, and Bank Failures

January 2024 Market Update: Inflation, Market Volatility, and Bank Failures

by AllGen Financial | Jan 31, 2024 | From the Trade Desk, Market Commentary

Read through the blog here, or skip to Jason’s January 2024 Market Update video below. Markets generally left 2023 better than they found it with the S&P 500 gaining 24% along with 17% and 16% for small-cap and international stocks respectively, followed by...
January 2024 Market Update: Inflation, Market Volatility, and Bank Failures

October 2023 Market Update: Bonds, Inflation, and Interest Rates

by AllGen Financial | Oct 24, 2023 | From the Trade Desk, Market Commentary

Read through the blog here, or skip to Jason’s October 2023 Market Update video below. 2023 began with solid market performance among major indexes as investors put the 2022 bear market in the rear-view mirror. The AI technology rally certainly captured investor...
Rising Interest Rates and What It Means for Investors

Rising Interest Rates and What It Means for Investors

by AllGen Financial | Oct 12, 2023 | From the Trade Desk, Uncategorized

Read through the blog here, or skip to Christina’s Rising Interest Rates video below. Key Takeaways: Expect bond market volatility to remain high as markets wrestle with an economy that isn’t in a broad-based recession yet and is still dealing with lingering...
Your Ultimate Guide to FedNow and the Digital Dollar

Your Ultimate Guide to FedNow and the Digital Dollar

by AllGen Financial | Jul 6, 2023 | Featured Posts, From the Trade Desk

Key Takeaways: FedNow is kicking off in July 2023 and will allow cash transfers to settle 24/7 between bank accounts at different institutions, bringing the U.S. up to speed with similar payment systems used in other countries like the UK, Germany, France, and...
April 2023 Market Update: Investor Sentiment, Market Breadth, and More

April 2023 Market Update: Investor Sentiment, Market Breadth, and More

by AllGen Financial | Apr 24, 2023 | From the Trade Desk, Market Commentary, Uncategorized

Read through our market commentary here, or skip to Jason’s April 2023 Market Update video below. Investing can be exciting and even thrilling; some even say it’s like riding a rollercoaster. But like most thrill rides out there, they all come with their ups and...
« Older Entries

Become an #AllGenInsider!


Latest Posts

  • You Have the Retirement Savings—But Do You Have a Plan to Make Them Last?
  • If I Could Only Teach 3 Financial Lessons to Business Owners
  • AllGen Q2 2025 Market Update | Volatility, Valuations, and Financial Planning Insights
  • 5 Reasons to Partner With a Wealth Manager
  • Millennial Retirement Trends: How to Stay Ahead of the Curve

Categories

  • Allgen
  • AllGen Academy
  • Allgen's Money Minute
  • Charitable GIving
  • Company Events
  • Company News
  • Components of Financial Freedom
  • Coronavirus (COVID-19) Updates
  • Estate Planning
  • Events
  • Featured Posts
  • Financial Planning
  • Formation
  • Foundation
  • Freedom
  • From the Trade Desk
  • Fundamentals of Investing
  • Homebuying
  • Industry News
  • Just for Fun
  • Learn How To Invest
  • Market Commentary
  • Market Updates
  • Maximizing Your Investments
  • News
  • Retirement Investing
  • Retirement Planning
  • Social Security
  • Success Stories
  • Tax Planning
  • Uncategorized
  • YouTube Videos
  • Contact
  • Blog
  • The Services
  • The Path
  • The Team

© 2025 AllGen Financial Advisors, Inc.. All rights reserved. Privacy Policy | Terms of Use

  • Contact
  • Blog
  • The Services
  • The Path
  • The Team