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Back to Schwab. . .

Back to Schwab. . .

by KaNeil Menlove, VP Operations Hello everyone! After working ten years at Paragon, I was asked to write my first newsletter article. I was joking around with everyone in the office and told them that it might be another ten years before I write my second newsletter...
On a Positive Note

On a Positive Note

by Dave Young, President What a difference a year makes. This year has been entirely different than 2022. Last year everything was negative and bearish, while this year, it’s the complete opposite. Last year, at this time, the S&P 500 was down 20%, and the...
Bear to Bull

Bear to Bull

by Dave Young, President In the first quarter, the markets brought a welcome change from last year’s bear market. Stocks rallied in January, retreated in February, and then extended their rally last month after a critical measure of inflation cooled slightly. In...
Staying In The Game

Staying In The Game

by Nathan White, Chief Investment Officer The year’s first quarter was a great example of the importance of staying invested despite many valid risks and concerns. The headlines were definitely scary: Talk of imminent recession, lingering inflation, epic bank...
Mixed Signals

Mixed Signals

by Dave Young, President From a stock market perspective, I’m glad 2022 has finally closed. It was a confusing year, to say the least. For the first time ever, we had a recession, as defined by economic indicators, but the government tried to sell us that it wasn’t...