The harmful effects of inflation finally took their “pound of flesh” from the markets. Although the war in Ukraine impacted the markets, the effects seem to be fading — as is so often the case with geopolitical events. The markets rallied in the last half of March as...
In 2021, a strong profit growth fueled big gains in stocks — thanks to the end of covid and the trillions of government dollars dropped into our economy.
Another Surprising Year
Despite worrisome headwinds (namely Covid and inflation), the markets boasted another good year in 2021.
2021 The Year in Review
For the third year in a row, US stocks are strong. Almost all of the indices are hitting all-time highs.
It’s Hunting Season
That’s the good news! The weather cools and you know it’s time for hunting and football — two of my favorite things. The only disheartening thing about this time of year is that, more often than not, the market goes down in September and October. The difficulty is that it doesn’t do it consistently, which is why we can’t just step out of the way.
Settling Down September is typically tough. The market finally gave in to the bad news that had been stalking it all year: inflation. This is, of course, thanks to COVID-19, continuing global supply chain disruptions, rising energy prices, stalled fiscal and...
Halftime Review Our clients’ long-term investment plans reaped significant gains in 2020 and have continued to be rewarded in 2021. Most importantly, they continue to make progress toward their financial goals. This quarter ended with markets near all-time highs. This...
Crypto – Welcome to the Grand Illusion
Cryptocurrencies. What are they? Should you own them? Are they going to replace the dollar and other currencies? How should I buy them? What is Paragon’s view?
The last 13 months were like nothing I have ever seen.
To remind you of the journey we have traveled together, here are excerpts from my articles in our 2020 newsletters.
In the first quarter of 2021, we saw assets that did well in 2020 (i.e., bonds and “pandemic” stocks) start performing poorly. While areas that struggled last year (i.e., value and cyclical stocks) are now performing the best. Whether this trend continues remains to be seen.