As concerns about the spread of the Coronavirus (COVID-19) increase, we are reaching out with a brief update to let you know how your AllGen team is preparing and moving forward. Our priority is to continue providing you with a level of service that is always in your best interest.
In efforts to keep you informed, we have been sending out various communications regarding our thoughts on the Coronavirus as they relate to the economy and the markets in general. We recommend you visit our website, subscribe to our YouTube channel, or follow our Facebook and LinkedIn page to see the latest communications and stay tuned for several more that will be released in the coming weeks as we continue to monitor the situation.
Portfolio Performance
We encourage you to not allow the general media to form your sentiment regarding your portfolio. Instead, we encourage you to log into your Morningstar portal and evaluate your personal portfolio performance as compared to your relative index. The goal is to outperform your index on the way down and ultimately on the bounce up.
To login into your Client Portal go to https://www.allgenfinancial.com/. Click on Accounts on the top toolbar, and Morningstar® Client Portal will be in the dropdown display.
If you need further assistance, please feel free to reach out to Liz Castro during business hours or send her an email at castro@allgenfinancial.com and she will be more than happy to assist you in getting access to your account.
Financial Plan
If you do have a financial plan…
This is a great time (given current market conditions) to confirm that your portfolio, financial plan, and risk tolerance are still aligned. Keep in mind, when we established your financial plan, we most likely considered portfolio volatility and future outcome possibilities.
If you don’t have a financial plan…
We strongly encourage you have one, especially during these times. Your advisor is here to help you develop a plan that suits your individual needs. A well laid out plan can offer peace of mind, which is critical during stressful, volatile markets.
As always, our goal is to help you – our clients – stay informed and make great financial decisions. Please feel free to contact us with any questions/concerns you may have and/or to set up a time to review or develop your financial plan. 407-210-3888
We’re ALL in this together, and we thank you for being part of the AllGen Family.
Important Disclosures: The information provided here is of a general nature and is not intended to answer any individual’s financial questions. Do not rely on information presented herein to address your individual financial concerns. Your receipt of information from this material does not create a client relationship and the financial privileges inherent therein. If you have a financial question, you should consult an experienced financial advisor. Moreover, the hiring of a financial advisor is an important decision that should not be based solely upon blogs, articles, or advertisements. Before you hire a financial advisor, you should request information about the financial advisor’s qualifications and experiences. Past performance is no guarantee of future results. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Examples provided are for illustrative (or “informational”) purposes only and not intended to be reflective of results you can expect to achieve. AllGen Financial Advisors, Inc. (AllGen) is an investment advisor registered with the SEC. AllGen does not provide personal financial advice via this material. The purpose of this material is limited to the dissemination of general information regarding the services offered by AllGen. The Disclosure Brochure, Form ADV Part II, which details business practices, services offered, and related fees of AllGen, is available upon request.
