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...
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...
Greetings Allgen family! We hope you are enjoying your summer. Having recently celebrated America’s Independence Day, we thought this is a great opportunity to expound on “freedom” as it relates to financial freedom for all generations. At Allgen, we fulfill our...
Is the Strong Start Indicative for the Remainder of 2012? U.S. stock markets started off the year very strong with the S&P 500 returning 12.59% for the first quarter of 2012. On the other hand the main bond benchmark index was up only 0.3% for the quarter. This is...
Market Returns As of 9/30/2011 Index Name Market Segment Year to Date Returns 5 Year Annualized Returns S&P 500 U.S. Large Cap -8.68% -1.18% Russell 2000 U.S. Small Cap -17.02% -1.02% MSCI EAFE International -14.98% -3.46% MSCI Emerging Emerging Mkts...
