The stock market rocketed to new record highs after the latest FederalReserve meeting.1 Will markets continue to rise? Will stocks take a dive after the recent record highs? What could the Baltimore bridge collapse mean for the economy? Let’s discuss. Why are stocks on such a tear? Despite some bumps in the road, markets have […]

The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.1 And then tumbled as investors got jittery.2 Then yo-yo’d a bit more. Fear and greed are the two halves of the investor psychology coin. When investors are feeling greedy and exuberant, they buy in the […]

How did 2023 go for you? Let’s take a moment to review some of the year’s major market and economic trends. (Before I sign off, I’ll also pass along a few thoughts about what 2024 could have in store.) AI became a major tech trend1 After ChatGPT launched in late 2022, the AI space race […]

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 missing out. The trouble is, […]

As we approach 2024, it’s essential to prepare for the financial changes that come with it. One critical aspect of financial planning is understanding the annual contribution limits for various accounts, as these limits can significantly impact your ability to save and invest for the future. In this article, we’ll take a closer look at […]

High rates convincing you to stay put as long as possible? With mortgage rates pushing above 7%, you might think a reasonable mortgage is out of reach. I’ve got some not-so-great news for you. Current rates aren’t actually that high, historically speaking.  They just look high because we’ve gotten used to low rates over the […]

What’s going on with markets? Why does the federal government keep getting into fiscal fights? A lot is going on, so let’s discuss. Why did markets melt down? A combination of things. Some negative news about home sales and consumer confidence created fresh concerns about the state of the economy.1 The reality of what high […]

What if you could read minds or hug someone through the internet?1 What if you could print your dinner or print some implants that gave you superpowers?1, 2  That’s not just the stuff of comic books or sci-fi movies. It could be a reality soon with technology of the future. Of course, there’s no way […]

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 for you! Experience Here at […]

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 to those aiming to secure […]