Financial Planning – Charitable Giving “The best way to find yourself is to lose yourself in the service of others.” – Mahatma Ghandi End of the year financial planning usually entails a conversation about income taxes and some degree of tax planning. Among the...
Financial Markets: 4th Quarter 2015 Market Commentary 3rd Quarter Review Financial markets went on a roller coaster ride in the third quarter and so did people’s emotions. The S&P 500 had it’s worst quarterly return since the 3rd quarter of 2011. Domestic and...
Do not miss the opportunity to ask the experts for advice! Cocktails with Counselors is an event dedicated to connecting Allgen Financial clients with experts from a wide range of industries in a casual, stress-free atmosphere. Join us for an evening filled with hors...
3rd Quarter 2015 Market Commentary 2nd Quarter Review Financial markets ended the second quarter of 2015 on a sour note. Despite negative news surrounding Greece, markets stayed in a tight range, then dipped at the end of the quarter leaving many portfolios in the...
Financial Planning – Sandwich Generation If you are a Baby Boomer or a Gen X’er, chances are you are feeling the squeeze between your kids and your parents/your grandparents. If it provides any comfort, you are not alone. It is estimated that there are 15 to 24...
