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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

Our Thoughts on Holding Cash

May 13, 2020May 14, 2020 Paragon Financial Partners

Financial advisors often get the bad reputation of disliking cash and being “all in.” The most recent “cash is trash” quote by a prominent investment manager is not helping our image either. However, we feel that holding an appropriate amount of cash in your portfolio can be the financial equivalent of taking a deep breath to relax.

Required Minimum Distribution (RMD) Strategies for 2020

May 7, 2020Mar 18, 2021 Paragon Financial Partners

The financial crisis stemming from the COVID-19 fallout has led to a lot of one-off changes with regards to retirement plans in 2020. Most notably, the CARES Act has created some unique options that older investors may find appealing. Mainly, most required minimum distributions (RMDs) have been suspended for 2020 leading to a few interesting RMD strategies.

CARES Act: Retirement Plan Relief Provisions

Apr 28, 2020Apr 28, 2020 Paragon Financial Partners

For those seeking access to their retirement funds, the CARES Act includes provisions for coronavirus-related distributions and loans. For those seeking to preserve their retirement funds, certain RMDs have been suspended.

Coronavirus Aid, Relief, and Economic Security Act (CARES Act)

Mar 30, 2020Mar 31, 2020 Paragon Financial Partners

On March 27, 2020 President Trump signed the Coronavirus Aide, Relief, and Economic Security Act (CARES Act) into law. The CARES Act has numerous provisions, including some that may directly impact you.

The Coronavirus: Staying Healthy and Market Updates

Mar 21, 2020Mar 18, 2021 Paragon Financial Partners

The Coronavirus is beginning to spread at an exponential rate in the United States causing Federal and State governments to react. Listen to the latest episode of the Paragon Podcast as Evan Shorten and Elean Mendoza discuss the current events surrounding the Coronavirus affecting the economy and equity markets.

The Coronavirus and the Market Correction

Mar 10, 2020Mar 18, 2021 Paragon Financial Partners

The Coronavirus has created a lot of uncertainty and volatility in equity markets around the world culminating in a sudden market correction that took place on Monday, March 2nd.

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