Tech Weakness Continues to Drive Market Direction
Despite yesterday's reprieve, stocks are pushing lower today with Technology stocks leading the way. …
Read moreWhat sets Allen Wealth Management apart from virtually all other investment management firms is that we combine the financial planning process and the investment management process into one, seamless, highly effective financial strategy for our clients. Although clients can choose to engage AWM for financial planning services, or for investment management services independently, the combination of these two services offers powerful synergies for our clients. By combining financial planning to create a comprehensive financial plan for the client, with our suite of innovative and effective investment management strategies, AWM provides a holistic approach, a ‘Total Financial Management Solution’ for our clients. AWM customizes each portfolio to meet the specific needs of our clients. Some of the key investment management strategies AWM offers include:
Just as every individual should have a financial plan, every business should have a business plan. For startups, this is mandatory, if entrepreneurs are attempting to secure funding. Even if no funding is needed, however, every entrepreneur should have a business plan/strategic plan, which includes well-defined objectives and milestones, along with a complete and detailed financial model. AWM has extensive expertise in business plan writing and financial modeling. Our CEO has a quarter-century of investment banking/funding experience. He can also serve as a consulting/Interim CFO, assisting companies, especially startups, with the funding process, and providing strategic planning guidance to help build businesses to profitability and exit. In addition to business plan writing and financial modeling, AWM offers these additional business consulting services:
Despite yesterday's reprieve, stocks are pushing lower today with Technology stocks leading the way. …
Read moreIn the past few weeks we have witnessed a marked change in leadership for the …
Read moreThe following link to a very interesting article shows the shifting trends within the millennials …
Read moreAmazon announced today that it will acquire Whole Foods for $13.7 billion in cash. …
Read moreAs expected, The FOMC (Federal Open Market Committee) of the Federal Reserve raised the Fed …
Read moreThe so-called "FAANG" stocks (Facebook, Amazon, Apple, Netflix, and Google (Alphabet)) have been the stars …
Read moreOkay, I know it has been a while since I posted anything to my blog. …
Read moreThe Federal Reserve held interest rates steady Wednesday (3-16-16) and scaled-back its expectations for further …
Read moreSo far in 2016 the bears have a decided advantage. We have seen all …
Read moreThe Fed did not change rates today, and didn't change course in terms of their …
Read moreYesterday was a great opportunity to invest cash, with the market dropping significantly early in …
Read moreThose of you who have been following my blog and published articles over the years …
Read moreOkay, this probably sounds crazy to many of you, but we have seen these "super-cycles" …
Read moreLast Friday I expected to see a more severe reaction to the removal of the …
Read moreKeep an eye on China's stock market, which opens at 5:30 pacific time. They …
Read moreThe fourth quarter ended on a sour note, with a 178-point drop on the final …
Read moreThe Fed decision to raise rates yesterday was met with a positive reaction from investors, …
Read moreThere are just 40 days remaining before the next Fed meeting. All eyes will …
Read moreThe third quarter of 2015 produced poor stock performance, with all three major indexes inking …
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