AllGen’s Co-Founder Jason Martin is back with another Market Update! These are the headlines he’ll be discussing about the 1st Quarter in 2020 and the most recent market data due to COVID-19: ✔️US Large Cap over the last 3 years. ✔️Potential scenarios for...
Financial Markets: 1st Quarter 2016 Allgen’s Market Commentary 4th Quarter Review 2015 was a year with increased volatility which caused a lot of fear in the minds of investors. The S&P 500 had it’s the lowest return since 2008 and a diversified portfolio...
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...
The Markets The first half of 2012 is on the books. Our beginning of the year defensive posture came into play as equity markets pulled back substantially during the 2nd quarter falling 7.13% (as measured by the Morningstar aggressive equity portfolio). ...
Markets closed the first half of the year with a bang. Through June 24th the S&P 500 was up just over 1% for the year. Then, in the last four days of June the market rallied over 4% to bring the S&P 500 up to a total return of 5.01% for the first half of the...