Key Takeaways: The student loan payment pause from the pandemic will end on September 1st – meaning payments will be due October 2023. We want to make sure that all of our clients with student loans are prepared and have adjusted their spending plans to account...
Read through our market commentary here, or skip to Jason’s March 2023 Market Update video below. The History that Led to Bank Failures in 2023 To properly understand the recent events in the banking sector, specifically the failure of Silicon Valley Bank (SVB),...
Read through our market commentary here, or skip to Jason’s January 2023 Market Update video below. Nearly every broad market category began 2022 at or near all-time highs. Following COVID-19 shutdowns back in 2020, markets saw record stimulus with uncomfortable...
After a major hurricane hits Florida, thousands of people are faced with having to clean up and repair the damage caused by the storm. This also means filing claims with insurance companies and hoping that they’ll pay enough to cover the costs of the repairs. Hiring a...
AllGen Financial Advisors Inc., headquartered in Orlando, Florida, has been selected by Investment News as one of the top two advisory firms for “Outstanding Practices” as part of their 2020 Diversity & Inclusion awards. Investment News uses their awards program...
State of the Economy after Election. The days after the election have left quite a few people with a lot of questions about the market. We want to update you on what you can expect from the market and how we are responding. Our investment philosophy is to manage risk...
