Allegra Wealth Management, LLC

Allegra Wealth Management, LLC Tax efficient, thoughtful investment strategies and planning for business owners and individuals. Member FINRA/SIPC. finra.org sipc.org.

*Jenny Bergeron is a recipient of the 2024, 2023, 2022, 2021, 2020 and 2019 Five Star Wealth Manager Award. This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2023 - 2019 Five Star Wealth M

anagers

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Federal Reserve independence is receiving renewed attention as questions around political pressure and monetary policy c...
06/08/2026

Federal Reserve independence is receiving renewed attention as questions around political pressure and monetary policy continue to surface.

In recent remarks, former Fed Chair Jerome Powell described the central bank as facing a political “stress test,” emphasizing the importance of keeping monetary policy decisions insulated from short-term political influence.

At the center of the discussion is the idea that public trust matters. When households, businesses, and markets believe the Fed is making decisions based on economic conditions, that credibility can support confidence in the broader financial system.

The concern is that political pressure could push policymakers toward short-term decisions that may not align with long-term price stability.

History has shown that inflation can become harder to manage when interest rate decisions are delayed or influenced by outside pressure.

For the economy, the broader issue is not just who leads the Fed — it is whether the institution can maintain credibility while balancing inflation, employment, and financial stability.


Source: https://abcnews.com/Business/central-bank-faces-political-stress-test-threatens-economy/story?id=133479923

Another great year at Lobsterfest. Thanks Glastonbury Rotary.
06/07/2026

Another great year at Lobsterfest. Thanks Glastonbury Rotary.

Some days on the calendar mean more than others. Today is one of them. 💙If someone you love has faced a cancer diagnosis...
06/07/2026

Some days on the calendar mean more than others. Today is one of them. 💙

If someone you love has faced a cancer diagnosis, you know the journey doesn't end when treatment does. The fear doesn't just disappear. The follow-up appointments keep coming. And somewhere in the middle of all of it, there are these unexpected moments of pure gratitude that are hard to put into words.

Cancer doesn't just touch one person. It's the spouse who rearranged their whole life. The kids who grew up faster than they should have. The friends who showed up and kept showing up.

Behind every survivor is a family that went through it too.

Today is for all of them.

Restoring the Great Wall of China is a careful process, and in some places, it is happening one brick at a time.The Grea...
06/05/2026

Restoring the Great Wall of China is a careful process, and in some places, it is happening one brick at a time.

The Great Wall stretches roughly 13,000 miles, but it is not one continuous structure. Instead, it is composed of many sections built over several dynasties over about 2,000 years.

One restoration effort focuses on the Jiankou section, a steep, rugged section of the wall north of Beijing. The work requires traditional masonry skills, local knowledge, and a deep respect for preserving the structure’s historic character.

For Cheng Yongmao, known as Old Cheng, the work has become a life’s calling. After decades as a bricklayer and restoration specialist, he now helps guide efforts to protect and repair parts of the wall for future generations.

The project is a reminder that preserving history often depends on patience, craftsmanship, and the people willing to protect what came before.


Source: https://www.nbcnews.com/world/asia/chinas-great-wall-restored-one-brick-time-rcna344682

We're honored to be featured in the 2026 Hartford Business Journal Profiles edition!At Allegra Wealth Management, our mi...
06/04/2026

We're honored to be featured in the 2026 Hartford Business Journal Profiles edition!

At Allegra Wealth Management, our mission has always been simple: help individuals, families, and business owners make confident financial decisions through personalized guidance, thoughtful planning, and long-term partnership.

We're grateful to our clients for trusting us with their financial futures and to our community for supporting our growth. This recognition reflects the relationships we've built and the commitment we bring to serving those who place their trust in us every day.

Thank you to the Hartford Business Journal for highlighting our firm. We look forward to continuing to help our clients pursue their goals with clarity and confidence.
https://hartfordbusiness.com/special-edition/business-profiles-2026/

From beautiful buildings to cyber defense to worthy causes, businesses and nonprofits in Connecticut have much to offer. Yet, they continue to add to their menu of products and services. You can read about them and their latest endeavors in our Business Profiles publication, where companies have a c...

We're honored to be featured in the 2026 Hartford Business Journal Business Profiles edition!At Allegra Wealth Managemen...
06/04/2026

We're honored to be featured in the 2026 Hartford Business Journal Business Profiles edition!

At Allegra Wealth Management, our mission has always been simple: help individuals, families, and business owners make confident financial decisions through personalized guidance, thoughtful planning, and long-term partnership.

We're grateful to our clients for trusting us with their financial futures and to our community for supporting our growth. This recognition reflects the relationships we've built and the commitment we bring to serving those who place their trust in us every day.

Thank you to the Hartford Business Journal for highlighting our firm. We look forward to continuing to help our clients pursue their goals with clarity and confidence.
https://hartfordbusiness.com/special-edition/business-profiles-2026/

From beautiful buildings to cyber defense to worthy causes, businesses and nonprofits in Connecticut have much to offer. Yet, they continue to add to their menu of products and services. You can read about them and their latest endeavors in our Business Profiles publication, where companies have a c...

I watched my mother navigate this disease, and if you’re dealing with it, you already know.It changes everything, and no...
06/04/2026

I watched my mother navigate this disease, and if you’re dealing with it, you already know.

It changes everything, and not just for them.

Families are often so focused on the day-to-day of caregiving that the legal and financial side quietly falls behind.

▪️ Who has the authority to make decisions if something changes?

▪️ Is there a long-term care plan?

▪️ Does anyone know where the documents are?

A power of attorney, a healthcare directive, a conversation about what care looks like.

These are so much easier to put in place when everyone is healthy and clearheaded than after a diagnosis.

If you have aging parents, this month is as good a time as any to start that conversation. We're happy to be part of it. 💙



In loving memory of Emily DeRosa

Treasury yields have risen as bond prices have fallen, reflecting renewed attention to inflation, interest rates, and in...
06/03/2026

Treasury yields have risen as bond prices have fallen, reflecting renewed attention to inflation, interest rates, and investor sentiment.

Treasurys are U.S. government bonds, and their yields often move based on expectations for inflation, economic growth, and Federal Reserve policy.

When inflation remains elevated, investors may expect interest rates to stay higher for longer. That can make existing bonds less attractive, pushing prices down and yields up.

Higher Treasury yields can also affect other parts of the economy. The 10-year Treasury, for example, is closely tied to mortgage rates, which can influence homebuyers' borrowing costs.

Rising yields may also affect corporate borrowing, stock valuations, and the broader cost of capital.

While higher yields can signal concern, they can also reflect a market adjusting to new economic data. For consumers and businesses, the key takeaway is that bond market movement can ripple into borrowing costs and financial decisions over time.


Source: https://www.cbsnews.com/news/treasury-yields-rising-inflation-fed-rate-cuts/

Another fun year helping set up for the Ct River Valley Chamber Golf Tournament
06/03/2026

Another fun year helping set up for the Ct River Valley Chamber Golf Tournament

True or false: Americans in March 2026 are applying for fewer mortgages than they were during the Great Recession.True. ...
06/02/2026

True or false: Americans in March 2026 are applying for fewer mortgages than they were during the Great Recession.

True. And it's not even close.

96 OF THE 100 LOWEST NUMBER OF WEEKLY MORTGAGE APPLICATIONS SINCE 1999 HAVE HAPPENED IN THE LAST 3 YEARS! (according to the Mortgage Bankers Association's Mortgage Application Index)

Yet, unemployment today is a fraction of what it was during the financial crisis.

People aren't staying out of the market because they can't qualify. The market is gridlocked. Here's why. 👇

1️⃣ Millions of homeowners locked in at 3 percent during the pandemic. Selling means giving that up for another mortgage that may have a higher interest rate. So they're not moving.

2️⃣ If existing owners aren't selling, inventory can become thin, prices might stay elevated, and buyers wait for something to change.

3️⃣ Most are waiting for rates to drop. But when they do, demand may pick up, competition returns, and that window closes faster than expected.

Here's the truth about market timing: it almost never works the way people picture it.

The better question isn't "When is the right time to buy?" It's "Am I financially ready to move when the right opportunity comes?" 📋

Address

120 Hebron Avenue, Suite 2C
Glastonbury, CT
06033

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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