by admin | Nov 16, 2024 | 2023
by KaNeil Menlove, VP Operations Are your Beneficiaries Listed Correctly? Hello again! I am excited to write again for the Paragon Quarterly Newsletter. I thought it might be another ten years before being asked to write again, but nope! Here I am, just one year...
by admin | Jun 26, 2024 | 2024, Q1
by David Young, President The first quarter of 2024 has been marked by dynamic market conditions, with US stocks enjoying a fifth month of gains and a record-setting rally that broadened beyond only the most significant tech stocks. This rally included more sectors,...
by admin | Jun 26, 2024 | 2024, Q1
by Nathan White, CIO Stocks continued their winnings ways to start the year. According to NDR, it was the best start since 2019 and the 14th best since 1926. This was an impressive performance after a strong end to 2024. Growth and large cap stocks, led by the...
by admin | Mar 30, 2024 | 2023, Review
by David Young, President It has been quite the year. It is a good thing that we don’t believe in forecasts. I’ve written a lot about how often most market forecasts are wrong. I regularly mock the talking heads in the media because they are consistently...
by admin | Mar 30, 2024 | 2024, Risks
by Nathan White, CIO It was an amazing end year-end rally in everything. Throughout much of 2023, the prevailing narrative suggested that a select few mega-cap tech stocks were concealing an underlying fragility in the market. This portrayal proved accurate during...
