Read through the blog here, or skip to Jason’s January 2025 Market Update Video below. Key Takeaways We are cautiously optimistic going into 2025: Although we expect another positive year for stocks, temper your expectations as another 20%+ year is unlikely. We...
By The AllGen Team Fluctuating income can make tax planning complicated. Compared to other people who earn consistent salaries, self-employed people, freelancers, and commission-based workers frequently deal with varying revenue throughout the year. Because of this...
By The AllGen Team Financial planning for business owners is crucial. While building and expanding your company might be your top priority, it’s equally important to plan for your financial future. And, unfortunately, many business owners neglect to invest properly...
When finances are a source of stress, financial freedom can feel out of reach. Paul’s journey to becoming a financial advisor began with his own struggles and desire for a better future. Growing up with limited resources, he didn’t have access to tools that build...
Read through the blog here, or skip to Jason’s October 2024 Market Update Video below 2024 is shaping up to be a strong year for markets as we enter the final stretch into the holiday season. The S&P 500, made up of large U.S. stocks, has grown 21%...
