Key Takeaways: Although we may not be in a recession quite yet, the risk of one is high. Stock markets tend to bottom out and rebound during recessions. We are staying up in credit quality to avoid bond defaults and extending duration to position for when rates fall;...
Read through our market commentary here, or skip to Jason’s April 2023 Market Update video below. Investing can be exciting and even thrilling; some even say it’s like riding a rollercoaster. But like most thrill rides out there, they all come with their ups and...
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 this post on net worth statements or skip to the AllGen Academy net worth statements video below. Be sure to download the net worth statement template as well! What Is a Net Worth Statement? The Net Worth Statement tells us how healthy you are financially...
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...
