AllGen’s Co-Founder Jason Martin is back with a special year-end video about tax-loss harvesting and how it can be used to mitigate taxes from realized capital gains. What Is Tax-Loss Harvesting? Tax-loss harvesting is the selling of securities at a loss...
As businesses begin to open up at normal capacity, we’re pleased to announce some updates at AllGen’s physical office. Safety for our team members, clients, and guests will continue to be our top priority. Here’s what you can expect at the AllGen Office during...
AllGen’s Co-Founder Jason Martin is back with a Special Edition Market Update! In today’s video, he discusses the big questions around cryptocurrency. Don’t let the news drive your investing sentiments during this time. Market fluctuations...
AllGen Co-Founders Paul Roldan and Jason Martin are back with the latest #MoneyMinute segment! In this episode, Paul and Jason discuss what to expect with the third stimulus package and provide a few thoughts on how to use your third stimulus check. You can find more...
In this episode of AllGen’s #MoneyMinute, Paul and Jason discuss what to expect with the second stimulus package and what you can do with your second stimulus check. You can find more information about your second stimulus check via the IRS website here:...