Timely commentary on markets, planning, and strategies that matter to you.

Clarity Through Insight

We believe informed clients make confident decisions. Paragon Perspectives is where we share knowledge, context, and analysis on the topics shaping wealth today — from investment trends to tax strategies. Each article is designed to keep you ahead of the curve without the noise.

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September 15, 2023

September 15, 2023

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 […]

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September 7, 2023

September 7, 2023

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 […]

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August 29, 2023

August 29, 2023

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 […]

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August 25, 2023

August 25, 2023

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 Core inflation (subtracting volatile food […]

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August 17, 2023

August 17, 2023

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, […]

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August 9, 2023

August 9, 2023

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 around your favorite stomping grounds. […]

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August 4, 2023

August 4, 2023

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 interest rates rapidly to bring […]

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July 18, 2023

July 18, 2023

Big question: how’s the economy doing? With the year more than half over and markets on a spree, it’s an important question to consider. Let’s dig into the latest data and find out. Inflation continues its downward spiral. The latest data for June shows that inflation fell for the 12th month in a row to […]

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June 28, 2023

June 28, 2023

Markets have been hitting some very positive milestones lately, but are the bulls back or are we seeing another “bear market rally” that will eventually lose steam? Let’s discuss. When stocks are caught between surges and pullbacks, and we’re not entirely sure what’s going on, it’s useful to go back to the fundamentals. What bullish […]

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June 28, 2023

June 28, 2023

We hope you had a fantastic start to your 2023 year. We wanted to pass along some new retirement rules for you. We will try to keep it simple. After months of debate, Congress finally passed some major changes to retirement laws at the end of 2022.1 The Setting Every Community Up for Retirement Enhancement […]

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