by admin | Jan 9, 2026 | 2025, Market, Q3
by Nathan White, CIO The third quarter of 2025 was another reminder of just how resilient markets can be in the face of economic and policy uncertainty. U.S. equities pushed to new highs, with the S&P 500 advancing strongly on the back of continued enthusiasm for...
by admin | Jan 9, 2026 | 2025, New Law, Newsletter Article, Retirees
by KaNeil Menlove, VP Operations A Personal Note Hello again, Paragon family! I’m thrilled to be writing for our newsletter after what feels like the quickest twelve months on record. Over the past year I’ve met with many of you—whether in person, over Zoom, or on the...
by admin | Jan 9, 2026 | 2025, Newsletter Article, Q2
by David Young, President The first half of 2025 reminded us how quickly sentiment can shift—and why disciplined investing is so important. In March, the S&P 500 was down nearly 19% from its February high. Media outlets were predicting an imminent bear market, as...
by admin | Jan 9, 2026 | 2025, Q1
by Nathan White, CIO As we close the first quarter of 2025, the investment landscape has been shaped by evolving economic policies, market volatility, and the enduring importance of disciplined portfolio management. While long-term investing remains the foundation of...
by admin | Jan 9, 2026 | 2025, Q1, Review
by David Young, President Market Overview: The first quarter of 2025 was marked by significant volatility, mainly driven by rising trade tensions and substantial tariffs imposed by the U.S. administration. The S&P 500 dropped by 4.3%, representing its worst...
