Below you'll find a list of all posts that have been categorized as “Blog”
Relocating for Retirement: Is It Worth Chasing Lower Taxes? As retirement approaches, it’s only natural to start dreaming about warmer weather, fewer responsibilities, and—ideally—a little less attention from the tax man. The idea of relocating to a “tax-friendly” state is appealing, especially if you’ve spent decades watching your income get picked apart by federal, state, and local taxes. But before …
Who Are You Investing Your Retirement Funds For—You or Your Kids? You’ve spent a lifetime building wealth, saving diligently, and making smart investment decisions. Now you’re in retirement—or close to it—and there’s a new question worth asking: Are you still investing for your retirement… or are you really investing for your kids? For many affluent retirees, the answer is somewhere …
I know many of you enjoy my video updates (award-winning delivery and all), but given the whirlwind of market news lately, I wanted to get my thoughts to you without waiting on lighting, editing, or coffee runs. When news breaks this fast, our priority is helping you make sense of what matters—not just what makes headlines. Let’s start with the …
Tariff Series Part 3: Tariffs and Your Portfolio – Wrapping It All Together Welcome to the third and final installment in our Tariff Series. Tariffs are back in the spotlight, and if history has taught us anything, it’s that trade policies can shake up the economy and markets in unexpected ways. But before we jump ship and hide for the …
Tariff Series Part 2: How Tariffs Impact the Economy In Part 1 of our Tariff Series, we covered what tariffs are and why they exist. Now, let’s take things a step further and explore how they affect the economy as a whole. Tariffs aren’t just taxes on imported goods—they send shockwaves through businesses, industries, and even your investments, kind of …
The past few weeks have been a rollercoaster in the markets, with the S&P 500 dropping 3.10% last week alone. Since reaching a recent high February, the index has declined almost 9%, and some individual stocks—particularly in the growth sector—have been hit much harder. So, what’s behind the volatility? Right now, investors are reacting to concerns over potential trade conflicts. …
Tariff Series Part 1: Tariffs 101 – What They Are and Why They Exist Introduction: Why Are We Talking About Tariffs? At Paragon Wealth, we know that tariffs can seem like just another piece of financial jargon thrown around on the news. But they have a real impact on everything from the cost of your groceries to the strength of …
All Hands on Deck: Broadening Market Participation The stock market continues to remind us that patience is often rewarded—though, let’s be honest, sometimes it feels more like waiting for your luggage at the airport. Since its 2022 lows, the S&P 500 has surged an impressive 70%, recently hitting a record high of 6118.71 on January 23rd. But as we move …
Paragon Perspectives: Life and Disability Insurance: All the Basics you need to Know Let’s be real: thinking about life and disability insurance isn’t exactly what we’d call a “party starter.” It’s not like you’re hanging out with friends, and someone yells, “Hey! Let’s talk about life insurance!” (Unless you’ve got some seriously interesting friends, in which case, please send me …
Let’s be honest: when most of us were kids, “money management” meant deciding whether to spend our allowance on candy or save it for something big—like more candy. But here’s the thing: teaching kids and young adults about money early on is like giving them a superpower. And not the kind where they can fly or become invisible (although that’d …
