Wealth Management & Finance Blog
Maximize Your Investments: Dollar Cost Averaging
03/29/2022What Is Dollar Cost Averaging? Dollar cost averaging is another strategy in investing where investors…
March 2022 Market Update: International and Emerging Markets, Russia-Ukraine, & More
03/28/2022Read through our market commentary here, or skip to Jason’s March 2022 Market Update video…
Maximize Your Investments: Rebalancing
03/22/2022What Is Rebalancing? When you diversify your portfolio, you will arrive at your target asset…
Maximizing Your Investments: Diversification
03/17/2022What Is Diversification? Diversification is the practice of spreading money across different types of investments…
February 2022 Market Update: Russia-Ukraine, Inflation, Interest Rate Hikes & More
02/24/2022Read through our market commentary here, or skip to Jason’s February 2022 Market Update video…
What to Expect When Relocating from California to Florida
02/03/2022Florida has a lower cost of living than many other parts of the country; because…
Tax Loss Harvesting Explained
12/20/2021AllGen’s Co-Founder Jason Martin is back with a special year-end video about tax-loss harvesting and…
What to Do When You’re Relocating to Orlando
09/30/2021If you’re thinking about moving, you’re not the only one. Since COVID-19 has increased the…
Special Edition Market Update: Inflation
06/22/2021AllGen’s Co-Founder Jason Martin is back with a Special Edition Market Update! In today’s video,…
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