At Allgen we define the Financial Freedom stage as the point when you have accumulated enough assets and/or income streams to maintain your lifestyle without having to depend on a paycheck from work. While the Formation (accumulation) stage focuses on the growth of...
by Judy Hubbard Hulsey Have you heard of “Gen 4”? No, not Genesis 4, but Generation 4? If you pick up any business periodical, eventually you will see an article with the abbreviations “Gen 2” and “Gen 3.” The etymology comes from the concept of a patriarch or...
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). ...
