Financial Markets: 4th Quarter 2015 Market Commentary 3rd Quarter Review Financial markets went on a roller coaster ride in the third quarter and so did people’s emotions. The S&P 500 had it’s worst quarterly return since the 3rd quarter of 2011. Domestic and...
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...
1st Qtr Review 2015 has been marked by increased volatility, thus far; January and March showed weak returns, with a relatively strong February sandwiched in the middle. The increased volatility helped bonds continue to go higher in the quarter as investors sought...
4th Qtr Review Since starting off the quarter marked by high levels of fear and falling stock markets, most U.S. markets rebounded and finished the year off strong. International and Emerging markets continued their weakness and finished the year in the red. Bonds...
Allgen Update Happy New Year! New hopes and aspirations, new challenges and new goals are on the horizon. While we maintain that life should be a continual quest for improvement, the mark of a new year is a great time to assess what’s worked, what hasn’t and...
As a change of pace, this quarter, we would like to “drive home” the importance of financial planning. Before we jump into it though, we want to remind you that with the Holidays right around the corner it is important to evaluate your financial situation and your...