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Author: Paragon Financial Partners

Paragon Financial Partners, Inc. is a Registered SEC Investment Advisor. The topics discussed herein are for informational purposes only and should not be considered as a solicitation or offer to purchase or sell any securities. The financial strategies and guidelines discussed herein may not be appropriate for everyone as each individual circumstance is unique. Please review all tax information with your tax professional. Please review all legal information with your legal professional. If you have any questions or would like to speak with us, please contact us by phone at (310) 557-1515 or by email at info@paragonfinancialpartners.com. View all posts by Paragon Financial Partners

The SECURE Act and Sweeping Retirement Plan Changes

Jan 7, 2020Mar 4, 2020 Paragon Financial Partners

On December 20, 2019, President Trump signed a $1.4 trillion spending package that included the SECURE Act, short for Setting Every Community Up for Retirement Enhancement. The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade.

How to Rollover Your Retirement Accounts into Your IRA

Nov 1, 2019Nov 1, 2019 Paragon Financial Partners

https://youtu.be/5E2Nw9FelsA Welcome to the Paragon Podcast. Whether you are changing jobs or retiring, an important question you are going to have is how to rollover your retirement accounts into an IRA. Make sure to hit the play...

How to Rebalance Your Portfolio

Oct 16, 2019Nov 1, 2019 Paragon Financial Partners

Welcome to the Paragon Podcast. With increased volatility this year a lot of investors are beginning to ask about rebalancing their portfolios. Listen in as Evan Shorten and Elean Mendoza discuss two of the easiest ways to rebalance your portfolio.

How to Prepare for a Potential Recession

Sep 19, 2019Nov 1, 2019 Paragon Financial Partners

This year has brought a lot of insecurity to investors with rising fears of an economic slowdown and the possibility of a potential recession. Listen to this episode of the Paragon Podcast as Evan Shorten and Elean Mendoza discuss some potential strategies on how to navigating through a potential recession.

Why Work With a Financial Advisor?

Aug 15, 2019Nov 1, 2019 Paragon Financial Partners

Welcome to the Paragon Podcast. One of the questions we get asked often is "Why should I work with a financial advisor?" In this episode we discuss some of the reasons why an individual or family may want to work with a financial advisor/financial planner/money manager.

Market Reaction – August 14, 2019

Aug 15, 2019Aug 15, 2019 Paragon Financial Partners

2019 has been a volatile year with the expanding U.S. - China trade war, a tense European Union, and fears of a possible global economic slowdown. As risk and tension rises around the globe due to both economic and geo-political uncertainty, so does volatility in the equity markets. With equity markets experiencing a 3% drop today (August 14, 2019) we thought we would give a brief overview of the various events contributing to the recent increase in volatility.

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