By The AllGen Team Self-employed individuals face unique financial planning challenges when it comes to retirement savings. The individual 401(k) and the SEP IRA are two popular options. While each option has different features and qualifying restrictions, they both...
Did you catch our market volatility update from last month? In this quick video, Jason Martin breaks down the recent fluctuations in the market and their causes, including the global economic slowdown and its effect on major stocks like the Magnificent Seven. He also...
Read through the blog here, or skip to Jason’s July 2024 Market Update video below. The economy has appeared to defy the odds lately in response to elevated inflation and the Federal Reserve’s tightening of markets. At times, the Fed will try to slow the economy to...
Read through the blog here, or skip to our Retirement Planning: Are You Ready To Retire? video below. How do you know when you are ready to retire? While it can be different for each person, everyone has to take into account both how much you’ll be spending to...
Read through the blog here, or skip to Jason’s April 2024 Market Update video below. Markets began 2024 with divided returns among the top market indices with large U.S. stocks leading the charge for the first quarter of 2024, up 6% as of 4/16/2024. International...
