2023 in Review

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

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Cutting through the Noise

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

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Harness the Power of Your Money Mindset

Money is much more than a medium of exchange for goods and services. Money reflects our personal values and the hard work we put into earning it. How we treat money, save it and spend it, is a reflection of our internal beliefs — our money mindset. When it comes

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Investment Strategies

There has been much discussion about investment strategy. Is an active management strategy (where the investor or an investment manager actively selects the investments in the portfolio) or a passive strategy (simply trying to replicate a broad market index with selected investments) the better choice? Or does the best answer

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Saving for Retirement

How are your retirement savings progressing?  The Employee Benefit Research Institute released a report in March, 2013 that found 28% of Americans felt they are “not at all confident” that they have saved enough for retirement. That is the highest level ever recorded in the 23 years of the survey.That

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Paragon Perspectives

We at Paragon Financial Advisors value the relationships we’ve built with you, our trusted clients and friends. We are driven to improve our services and ourselves in delivery of those services. To that end, we follow trends and new developments that add value through increasing the client experience and/or increasing

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