With the recent announcement of one of the most popular budgeting apps, Mint, closing and redirecting users to Credit Karma in March 2024, many are wondering which app to use instead. The short answer is that it depends on your specific needs and what you are looking...
Read through this post on how longevity impacts retirement planning and Financial Freedom or skip to the AllGen Academy video below. The Top 4 Reasons Why People Fail to Reach Financial Freedom Even with good intentions, there are some common mistakes that people make...
Key Takeaways: We expect the debt ceiling to be raised in time to avoid a default – keep in mind that the media typically plays into the drama of it all to gain viewership. Our investment philosophy is to manage risk first, which we typically do through proper...
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;...
After a major hurricane hits Florida, thousands of people are faced with having to clean up and repair the damage caused by the storm. This also means filing claims with insurance companies and hoping that they’ll pay enough to cover the costs of the repairs. Hiring a...
