Finding a financial professional, or even evaluating the one you currently use, is a hard task. There seem to be so many in the marketplace working for different companies. We will discuss our 5 reasons as to why an advisor at Paragon is different and could be the right fit
Just as teams gear up for game day, retirees and individuals with financial aspirations should develop a robust strategy to ensure financial success. Just like preparing for the big game, achieving financial readiness requires a strategic approach and careful planning. Let’s explore the principles of investments and financial planning tailored
How high do you think the Federal Reserve will have to push interest rates to fully tame inflation? Some good news first: inflation is much, much lower than it was last summer. From its 2022 peak, headline inflation has plummeted to 3.2% in July after rising slightly over June’s reading.1
Quick question: What do you usually find yourself reading? News summaries, headlines, and quick bits to keep yourself updated? Or longer reads like books and articles? We’re ever more inundated with information that’s eager to capture our attention. We click because we want to stay up to speed and avoid
What if you could blink and suddenly be living the retirement of your dreams? What would that look like? Would you be relaxing by glittering waters on a warm, white sandy beach? Would you be on a new adventure in the great outdoors? Or maybe you’d be enjoying more time
A word about recessions. Are we still going to see one this year? Let’s discuss. Why did so many people think a recession was coming? Inflation and interest rates, primarily. Historically high inflation has cast a pall over the economy since early 2021.1 In response, the Federal Reserve has raised
Normally, retirement plans are generally considered safe from creditors. A recent ruling by the Bankruptcy Panel for the 8th U.S. Circuit Court of Appeals has called that safety into question. An individual was awarded ½ of his ex-wife’s 401(k) plan and her entire individual retirement account in their divorce settlement.
Thanksgiving week, 2018 was an interesting one for the stock market. The S&P dropped 3.8% for the week putting us officially into a market correction. We closed the week down 10.2% from our last market high. This Thanksgiving week was the worst week since 1939. Monday, November 26, 2018 did
October 2018 marked the 10th year of the longest bull market in history. In 2017, the stock market (S&P 500) moved placidly upward; in fact, the market set record highs over 100 times since the Presidential election in November 2016. This year, 2018, has given investors pause to think, however.
The World Economic Forum produced a white paper entitled “We’ll Live to 100-How Can We Afford It?” (Lead Author, Rachel Wheeler, Project Lead, May 2017) The basic premise of this white paper was the status of world-wide retirement plans and potential problems and reforms necessary to address those problems. The