Below you'll find a list of all posts that have been categorized as “Blog”
Doylestown, Pennsylvania, is known for its charming historic district and vibrant arts scene. And as frequent visitors in and around the borough, weconsider ourselves excellent tour guides. We wrote this article to share our favorite spots, from serene parks and adventurous farms to historic landmarks and vibrant community spaces. Are you seeking outdoor adventures? Family-friendly activities? A journey back in time? …
As a single woman, do you worry about your financial future? In this video, Phil Rosenau talks about financial planning for single women and three strategies to help women build financial stability. He discusses everything from building a strong financial foundation to retirement planning. Watch this video to learn more. About Philip Philip Rosenau is Financial Advisor and Founding Partner at …
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 …
Are you a business owner thinking about retirement? In this video, Charles McNamara talks about four pitfalls business owners should avoid to experience the retirement of their dreams—and why they should consider turning to a financial professional. Watch this video to learn more. About Charles Charles McNamara, III (Charlie), is a Founding Partner, Financial Advisor, and President at Paragon Wealth Management, …
Historically, the American presidential election impact on investments has ranged from merely choppy to highly volatile. The stock market generally reflects political uncertainty to some degree as investors wonder about future policies the winner may endorse. Stark differences in economic policy among current candidates complicate the market even further. Whatever effect the upcoming results may have on the stock market, it’s important …
Some of us are uncomfortable thinking about the end of our lives, which is understandable. Regardless, estate planning is an important process to undertake. Here’s a brief explanation of what estate planning is and the vital role it plays in overall financial health. Included is a free beneficiary planning tool that can make your estate preparations a little easier. What Is Estate …
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 …
Selling a business is the result of years of work, planning, and commitment. While arriving at this milestone deserves proper recognition, it’s important to be aware of and plan for the potential tax liabilities that accompany the transaction. Chief among those is the capital gains tax, the sum that applies to the profits of your sale. Other tax obligations include depreciation recapture, sales …
You have life goals. But have you done your financial planning to pursue your goals, dreams, and aspirations? In this video, Philip Rosenau with Paragon Wealth Management talks about the price you might pay for postponing your financial planning. Watch this video to learn more. About Philip Philip Rosenau is Financial Advisor and Founding Partner at Paragon Wealth Management, a financial services firm …
