Insights

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.

The Secure Act and Your IRA

Feb 5, 2020Feb 13, 2020 Paragon Financial Partners

Welcome to the Paragon Podcast. On January 1st of 2020 the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. While many of the provisions offer enhanced opportunities for individuals and small business owners, there is one notable drawback for investors with significant assets in their IRAs.

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.

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