Allen & Company http://www.alleninvestments.com Investment and Wealth Management Services Thu, 09 Feb 2012 16:31:43 +0000 en hourly 1 http://wordpress.org/?v=3.1.4 Budgeting for a Better Life – 02/01/2012 http://www.alleninvestments.com/dollars-sense/budgeting-for-a-better-life-02012012 http://www.alleninvestments.com/dollars-sense/budgeting-for-a-better-life-02012012#comments Thu, 09 Feb 2012 16:19:05 +0000 admin http://www.alleninvestments.com/?p=2183 Dollars and Sense’s Laura Hawley and Allen & Company’s Steve McTaggart welcome Danny Kofke, a teacher from Georgia and author of ”How To Survive (and perhaps thrive) On A Teacher’s Salary.”

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]]> http://www.alleninvestments.com/dollars-sense/budgeting-for-a-better-life-02012012/feed 0 Trusting Your Gut with Business! – 01/25/2012 http://www.alleninvestments.com/dollars-sense/trusting-your-gut-with-business-01252012 http://www.alleninvestments.com/dollars-sense/trusting-your-gut-with-business-01252012#comments Thu, 09 Feb 2012 16:16:12 +0000 admin http://www.alleninvestments.com/?p=2177 Dollars and Sense’s Laura Hawley and Allen & Company’s Lyonal Lindsey welcome Francis Cholle, a best selling author and an international business consultant with Fortune 500 and mid-size companies, for a discussion on whether or not to trust your gut when it comes to making a decision on business or investing.

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]]> http://www.alleninvestments.com/dollars-sense/trusting-your-gut-with-business-01252012/feed 0 Brian Wesbury and Tony Villamil join Laura Hawley – 01/11/2012 http://www.alleninvestments.com/dollars-sense/brian-tony-join-laura-2012-01112012 http://www.alleninvestments.com/dollars-sense/brian-tony-join-laura-2012-01112012#comments Tue, 17 Jan 2012 15:39:01 +0000 admin http://www.alleninvestments.com/?p=2123 Dollars and Sense’s Laura Hawley and Allen & Company’s Steve McTaggart welcome back Dr. Tony Villiamil and Brian Wesbury for their annual economic commentary on the year ahead for Florida, the United States, and the world.

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]]> http://www.alleninvestments.com/dollars-sense/brian-tony-join-laura-2012-01112012/feed 0 2012 Lakeland Economic Forecast Breakfast – Brian Wesbury http://www.alleninvestments.com/seminar-series/2012-lakeland-economic-forecast-breakfast-%e2%80%93-brian-wesbury http://www.alleninvestments.com/seminar-series/2012-lakeland-economic-forecast-breakfast-%e2%80%93-brian-wesbury#comments Thu, 12 Jan 2012 15:44:33 +0000 admin http://www.alleninvestments.com/?p=2103 Allen & Company and The Lakeland Chamber of Commerce are proud to welcome renowned economist Brian Wesbury and Dr. J. Antonio “Tony” Villamil to the 25th Annual Economic Forecast Breakfast at The Lakeland Center.

Please enjoy Brian Wesbury’s address and accompanying presentation.


Audio of 25th Annual Economic Forecast Breakfast – Brian Wesbury

PDF of 25th Annual Economic Forecast Breakfast – Brian Wesbury

]]> http://www.alleninvestments.com/seminar-series/2012-lakeland-economic-forecast-breakfast-%e2%80%93-brian-wesbury/feed 0 2012 Lakeland Economic Forecast Breakfast – Dr. Tony Villamil http://www.alleninvestments.com/seminar-series/2012-lakeland-economic-forecast-breakfast-dr-tony-villamil http://www.alleninvestments.com/seminar-series/2012-lakeland-economic-forecast-breakfast-dr-tony-villamil#comments Thu, 12 Jan 2012 15:34:36 +0000 admin http://www.alleninvestments.com/?p=2090

Allen & Company and The Lakeland Chamber of Commerce are proud to welcome renowned economist Brian Wesbury and Dr. J. Antonio “Tony” Villamil to the 25th Annual Economic Forecast Breakfast at The Lakeland Center.

Please enjoy Dr. Villamil’s address and accompanying presentation.


Audio of 25th Annual Economic Forecast Breakfast – Dr. Villamil

PDF of 25th Annual Economic Forecast Breakfast – Dr. Villamil

 

]]> http://www.alleninvestments.com/seminar-series/2012-lakeland-economic-forecast-breakfast-dr-tony-villamil/feed 0 2012 Economic & Market Outlook http://www.alleninvestments.com/economic-and-market-update-reports/2012-economic-market-outlook http://www.alleninvestments.com/economic-and-market-update-reports/2012-economic-market-outlook#comments Mon, 19 Dec 2011 11:01:27 +0000 admin http://www.alleninvestments.com/?p=2071 “Preparing for Better Days”

Read the full newsletter here.

 

 

]]> http://www.alleninvestments.com/economic-and-market-update-reports/2012-economic-market-outlook/feed 0 DROP Participants, Candidates, and Guests http://www.alleninvestments.com/events/city-of-lakeland-events http://www.alleninvestments.com/events/city-of-lakeland-events#comments Fri, 14 Oct 2011 17:12:55 +0000 Cynthia Marotz http://alleninvestments.kelloggmarketing.net/?p=1904 You are cordially invited to a discussion of DROP, protecting your assets and proper asset allocation in today’s market.

Complimentary dinner.

Upcoming Seminar Dates:

February 22, 2012
March 22, 2012
April 24, 2012

All Seminars begin at 6:00 p.m.

Where: Fred’s Southern Kitchen
2120 Harden Boulevard
Lakeland, FL 33803

Hosted by: The Riggs-Lopez-Marotz-Wright Team and Joe Minutolo of Lincoln Financial

By Reservation Only Limited Seating Call Early

RSVP by calling 863-616-6043.

If unable to attend, please call to set up a private consultation.

]]> http://www.alleninvestments.com/events/city-of-lakeland-events/feed 0 Qualified Retirement Plan Contributions Reference Guide http://www.alleninvestments.com/pdf-downloads/qualified-retirement-plan-contributions-reference-guide http://www.alleninvestments.com/pdf-downloads/qualified-retirement-plan-contributions-reference-guide#comments Tue, 11 Oct 2011 12:23:50 +0000 admin http://alleninvestments.kelloggmarketing.net/?p=1680 This guide offers an easy-to-use summary of maximum contributions allowable for different types of qualified retirement plans as well as information on catch up contributions.

]]> http://www.alleninvestments.com/pdf-downloads/qualified-retirement-plan-contributions-reference-guide/feed 0 2011 Economic and Market Outlook http://www.alleninvestments.com/economic-and-market-update-reports/2011-economic-and-market-outlook http://www.alleninvestments.com/economic-and-market-update-reports/2011-economic-and-market-outlook#comments Fri, 07 Oct 2011 13:38:48 +0000 admin http://alleninvestments.kelloggmarketing.net/?p=1357 “Opportunities in Challenging Times”

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]]> http://www.alleninvestments.com/economic-and-market-update-reports/2011-economic-and-market-outlook/feed 0 Video Episode 2 http://www.alleninvestments.com/allen-company-video/video-episode-2 http://www.alleninvestments.com/allen-company-video/video-episode-2#comments Tue, 20 Sep 2011 20:03:31 +0000 admin http://alleninvestments.kelloggmarketing.net/?p=87

Each phase often requires a different investment strategy and typically has different risk tolerance profiles. During the accumulation phase, most investors can generally benefit from a higher risk tolerance but as investors move towards retirement, their risk tolerance typically decreases.

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