By Ricardo Ferreira | August 2025 At Paragon Wealth, in Doylestown, we believe clarity and discipline are especially valuable when markets send mixed messages. If you’ve been reading headlines lately, you might assume the U.S. economy is teetering—slower job growth, no clear signal from the Fed, and persistent grumbling about inflation. But under the hood, things are far more nuanced—and …
Executive Summary Lower rates, a strong economy—what could go wrong? Oh yeah… there’s an election next month. In September, the Atlanta Fed’s GDPNow estimate for third-quarter growth was at 2.9%, but by October 8th, that number had climbed to 3.2%. Unemployment sits at a comfortable 4.1%, and inflation is holding steady around 2.44%. By most accounts, things are looking pretty …
Key Takeaways September Insights Well, it’s the middle of September, and we’re starting to see signs of seasonal change. The nights are getting cooler, the days aren’t as long, and the leaves are beginning to fall. The same can be said for the Federal Reserve and the economy. Recently, the Federal Reserve announced a 0.50% rate cut, marking the beginning …
We are thrilled to announce that our own Phil Rosenau of Paragon Wealth Management has been recognized by AdvisorHub in their prestigious “Advisors to Watch: 1000 Next Gen” list for 2024. This accolade highlights 1000 advisors under the age of 45 who have demonstrated exceptional growth, professionalism, and a sophisticated approach to financial planning. Being part of this esteemed group reflects our unwavering dedication …
Your relationship with your financial advisor is built on trust. What do you know about the person doing your financial planning? Ricardo Ferreira became a financial advisor by accident—but stayed in the business because he loves his job. Watch this quick video to hear him share his story. About Ricardo Ricardo J. Ferreira is Founding Partner and Portfolio Manager at Paragon …
Let’s talk shop! Remember way back in February when I kept mentioning a potential market dip? Well, guess what? It finally happened! Don’t worry, though, it wasn’t a full-on rollercoaster plunge, more like a quick bunny hop on that funhouse ride we all loved (or maybe hated?) as kids. Let’s break it down. April saw the U.S. equity market take …
Remember how everyone was predicting a recession for the past two years? Well, it never happened. Now, something similar might be happening with the job market and interest rate expectations. Many experts think there will be fewer job openings and more unemployment soon. That would likely lead the Federal Reserve (the Fed) to lower interest rates, which is what they …
February can often feel like winter’s overstayed welcome – short days, icy commutes, and a historically sluggish stock market can leave you longing for spring. But this year, as of the end of February, the S&P 500 has blossomed early, delivering a return of around 7% year-to-date. Just like the spring flowers pushing through the cold ground, this early success …
The stock market’s performance this year has been reminiscent of a well-paced marathon runner: steady progress with occasional pauses for breath. As of February 15th, the S&P 500 has cruised to a 5.45% gain, even crossing the 5,000 mark – a significant milestone for many investors. However, like any marathoner, the market might be approaching a strategic rest stop. The …
First off, I hope everyone is having an outstanding 2024 so far! I’d also like to thank everyone who came to our first Finances on Tap of the year, especially considering the weather last week! I hope you found it informative and that it provided some clarity on what to expect this year. Please don’t hesitate to provide some feedback …
