OUR BLOG
Halftime Review 2021
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
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
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.
Reversal in Q1 2021
Reversal
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.
Closing Out a One-of-a-Kind Year
Closing Out a One-of-a-Kind Year
To say 2020 was unique is an understatement. The year seemed surreal — almost like living in a dream.
The Lessons of 2020
The Lessons of 2020
After managing money for 30-plus years, I thought I had seen it all. I managed investments through the 1987 Crash, the 1998 Asian Crisis, the 2000 Tech Crash and the 2008 Financial Panic.
A Little Perspective
A Little but Powerful Perspective
Success in investing is behavioral. It requires patience and time.
2020 The Year We Will Never Forget
The Year We Will Never Forget
2020 is the gift that keeps on giving.
Lessons from the Crash and the Rebound
Lessons from the crash and the rebound.
2020: Part II
2020: Part II
2020 has been an extraordinary year.