Coronavirus Resource Center: Market & Community Updates

Special Edition Market Update: Inflation
June 16, 2021
A Special Edition Market Update from Co-Founder Jason Martin. He covers what’s happening with inflation, the potential ramifications, and what AllGen is doing about it. If you’re already an AllGen client, be sure to login to your Morningstar® Client Portal account to see where your own assets are.

AllGen Physical Office Update Wednesday, June 9th, 2021
June 9, 2021
Masks are no longer required inside of the AllGen Office, although if you prefer we wear them during your appointment just let us know! Please keep in mind the building still requires masks to be used in the main lobby upon entering.

What Should I Do With My Third Coronavirus Stimulus Check?
March 16, 2021
Wondering what to do with your third COVID-19 stimulus check? In this #MoneyMinute, Paul and Jason offer some suggestions based on where you’re at currently. You can pay bills, build your savings, invest, or donate.

What Should I Do With My Second Coronavirus Stimulus Check?
January 11, 2021
Wondering what to do with your second COVID-19 stimulus check? In this #MoneyMinute, Paul and Jason offer some suggestions based on where you’re at currently. You can pay bills, build your savings, invest, or donate.

Orange County, Florida, Executive Order Number 2020-23
June 18, 2020
Beginning Saturday, June 20th, face coverings will be required in Orange County. This Executive Order will be in effect until further notice.

Market Update: June 18th, 2020
June 18, 2020
Another Market Update from Co-Founder Jason Martin. We cover recent market decline, market sentiments, economic news, and preparing for the rest of 2020 (with a potential second wave). If you’re already an AllGen client, be sure to login to your Morningstar® Client Portal account to see where your own assets are.

#AllGenFamily Reminder: Protecting Yourself From COVID-19
June 12, 2020
As we receive warnings of COVID case percentages increasing again in the Orlando area, here’s a reminder of some of the things you can be doing to protect your family – as recommended by the CDC.

Market Update: June 4th, 2020
June 4, 2020
Another Market Update from Co-Founder Jason Martin. We cover the economy reopening, market bounces, and bond prices. If you’re already an AllGen client, be sure to login to your Morningstar® Client Portal account to see where your own assets are.

AllGen Physical Office Reopens Monday, June 8th, 2020
June 4, 2020
AllGen is reopening its office on June 8th, with extra precautions due to COVID-19. This will include non-contact temperature checks, masks, sanitizer, and social distancing. Appointments only (no walk-ins).

AllGen Virtual Town Hall: COVID-19 & Your Financial Health
May 12, 2020
Join panelists Paul Roldán, CFP®, Jason Martin, CFP®, CMT, Ana Fernandez, CFP®, and John N. Rallis II, CPA, PFS™, as they discuss financial planning, investment management, and tax considerations as related to COVID-19. Whether you’re working, in transition, retired, or a small business owner – this one’s for you!

Official Re-Open Florida Task Force Guidelines
April 29, 2020
Review the total combined guidelines provided from the Re-Open Florida Task Force in their report to Governor Desantis.

Market Update: April 29th, 2020
April 29, 2020
Another Market Update from Co-Founder Jason Martin. We cover market conditions, market bounces as COVID-19 cases decline, and economies slowly reopening. If you’re already an AllGen client, be sure to login to your Morningstar® Client Portal account to see where your own assets are.

What Should I Do with My Coronavirus Stimulus Check?
April 28, 2020
Wondering what to do with your coronavirus stimulus check? In this #MoneyMinute, Paul offers some suggestions based on where you’re at currently. You can pay bills, build your savings, invest, or donate.

Notes from Re-Open Florida Task Force Meeting
April 22, 2020
The goal of the Re-Open Florida Task Force is to assist the Governor in re-opening the state’s economy by having recommendations to him as quickly as possible. Here are the notes from their recent meeting on April 22nd at 10am.

Market Update: April 16th, 2020
April 16, 2020
This segment is taken from AllGen’s April 16th Webinar that is offered quarterly to clients and newsletter subscribers (you can sign up via the form at the top of this page). In this Market Update, Jason does a 30-minute deep dive into the Q1 2020 economy, up to current market conditions.

What Is the Coronavirus Stimulus Package and How Does It Affect Me?
April 9, 2020
The CARES Act is designed to provide support during the economic fallout from COVID-19. It offers different forms of individual and business assistance. Unemployment details will vary between states. Find more resources in this stimulus package blog.

How Does the New 2019 Tax Filing Deadline Affect Me?
April 7, 2020
New coronavirus legislation is impacting the filing deadlines for 2019 taxes. The date was pushed from April 15 to July 15. It also impacts tax payment deadlines and IRA contribution deadlines.

Market Update: April 2nd, 2020
April 2, 2020
Another Market Update from Co-Founder Jason Martin. We cover the market fear gauge, market conditions, and dollar cost averaging. If you’re already an AllGen client, be sure to login to your Morningstar® Client Portal account to see where your own assets are.

State of Florida, Executive Order Number 20-91
April 1, 2020
From Friday, April 3rd until Thursday, April 30th, the State of Florida is implementing a safer-at-home protocol due to COVID-19 that primarily impacts non-essential activities.

Market Update: March 26th, 2020
March 26, 2020
Another Market Update from Co-Founder Jason Martin. We cover the stimulus package and how the stock market is a “forward pricing mechanism.” If you’re already an AllGen client, be sure to login to your Morningstar® Client Portal account to see where your own assets are.

Orange County, FL Emergency Executive Order No. 2020-04
March 24, 2020
Starting Thursday, March 26 at 11pm, Orange County is implementing a lockdown protocol due to COVID-19 that primarily impacts non-essential travel and non-essential businesses.

Market Update: March 19th, 2020
March 19, 2020
Another Market Update from Co-Founder Jason Martin. We take a look at what’s performing well and what isn’t. We also talk about the value of staying calm. If you’re already an AllGen client, be sure to login to your Morningstar® Client Portal account to see where your own assets are.

Coronavirus (COVID-19) Update: How AllGen Is Staying Safe & Clean
March 17, 2020
Learn about AllGen’s Virtual Office and the proactive steps we’re taking with our Brick & Mortar Office to ensure a clean/safe environment for our clients, team members, and all who are connected with us.

Coronavirus (COVID-19) Update: Investment Portfolios & Financial Plans
March 13, 2020
This provides a brief update to let you know how your AllGen team is preparing and moving forward with current market volatility. Our priority is to continue providing you with a level of service that is always in your best interest.

Market Update: March 13th, 2020
March 13, 2020
Another Market Update from Co-Founder Jason Martin. We encourage you to not allow the general media to form your sentiment regarding your portfolio. If you’re already an AllGen client, be sure to login to your Morningstar® Client Portal account to see where your own assets are.

Market Update: February 28th, 2020
February 28, 2020
Jason Martin, Co-Founder of AllGen, is back with another market update due to recent market volatility.