Allen & Company News

Women & Wealth Series – Trading Places

posted February 6, 2011

Join Allen & Company for the next installment of the Women & Wealth Series on March 1, 2011 at the Lakeland Yacht Club. The series, hosted by CERTIFIED FINANCIAL PLANNER Laura Hawley, will take on the topic ‘Trading Places….what happens when you take on the role of making decisions for your parents?’ How do you [...]

Economist Brian Wesbury Set to Speak at Economic Forecast Breakfast 2011

posted December 20, 2010

Top Economist Brian Wesbury is set to visit sunny Florida to share his thoughts and predictions for the economic outlook for 2011. Wesbury will be the keynote speaker at Allen & Company and The Chamber’s 24th Annual Economic Forecast Breakfast 2011. Wesbury will be joined at this year’s by economist and Professor Dr. Tony Villamil [...]

Tis the Season We Give Thanks

posted December 16, 2010

12/16/2010 This time of the year we all have much to be thankful for and should take pause to appreciate our own individual blessings. We at Allen & Company are thankful for our dedicated staff and employees, our supportive business partners and foremost our clients that have put their faith and trust in us during [...]

Allen & Company Team Member is Chosen AFIs Volunteer of the Year 2009/2010

posted December 15, 2010

12/15/2010 Allen & Company’s Director of Marketing Sherrie Long was chosen as Volunteer of the Year 2009-2010 by Alliance for Independence. Each year Alliance for Independence awards the Volunteer of the Year title to a person in the community that has volunteered time, talent and resources to help Alliance achieve their mission to promote a [...]

Rudolph Roundup Project 2010

posted December 1, 2010

12/1/2010 Our associates at Allen & Company make it a great place to work. Shannon Smith and Carol Z. led the drive for the Rudolphs Roundup benefiting Heartland for Children. Shannon created the program ten years ago when the women of ACOF decided not to purchase gifts for each other but utilize the funds to [...]

Thankful for What We Don’t Have…

posted November 24, 2010

11/24/2010 Thanksgiving is a time of year when folks around the country take time to reflect and give thanks for the things they have. As I reflect this Thanksgiving season I am thankful for my family, my faith, my friends and colleagues here at Allen & Company as well as good health, but I also [...]

A Perspective on Recoveries!

posted November 15, 2010

11/15/2010 There have always been reasons not to invest in the capital markets. A recent piece of research I read from the Capital Guardian Research Company listed 43 various and assorted reasons over the last 43 years why an investor may keep their dollars on the sidelines. Feelings of uncertainty are normal and understandable when [...]

Following Her Own Advice

posted October 30, 2010

10/30/2010 While working with Allen & Company I have been able to utilize state of the art technology as well as Allen & Companys 78 years of experience to help my clients Envision their retirement and create a plan to help guide them on their journey to financial success. After five decades in the industry [...]

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