What will be your legacy month? Legacy is anything handed down from the past, as from an ancestor or predecessor. This could be in the form of what you have earned/accumulated as well as more intangible gifts, such as what you have learned, your values, and giving...
3rd Quarter 2015 Market Commentary 2nd Quarter Review Financial markets ended the second quarter of 2015 on a sour note. Despite negative news surrounding Greece, markets stayed in a tight range, then dipped at the end of the quarter leaving many portfolios in the...
Financial Planning – Sandwich Generation If you are a Baby Boomer or a Gen X’er, chances are you are feeling the squeeze between your kids and your parents/your grandparents. If it provides any comfort, you are not alone. It is estimated that there are 15 to 24...
Entrepreneur DIY Month Spotlights In Spirit of Entrepreneur Do-It-Yourself Month Allgen handpicked three special entrepreneurs to interview, who gave great insight into their entrepreneurial journey! Take a break and meet Jenny, Rey, and Sam— Allgen’s entrepreneurial...
May is National Preservation Month. To some, ‘preservation’ may address the thought or act of conserving personal, family, or community heritage such as art, jewelry, land, papers, etc. In the financial world, we look more closely into ‘capital preservation.’ Money...
