Happy New Year!

Posted December 30, 2011 by admin. tags:Tags: ,
2011 and 2012 in the sand


The New Year is upon us and there is no better time to review risk tolerance and how you are allocated in your investment accounts. Please contact our office if you would like to discuss your 2012 investment strategies with one of our advisors.

We hope the start of this New Year will bring happiness and success to you and yours!

From all of us at Paragon Wealth Management

A Holiday Wish From Paragon

Posted December 22, 2011 by admin. tags:
Marry Christmas with Gold Tree

We hope you have a very Merry Christmas and Happy New Year!

The Paragon Team

Happy 25th Anniversary!

Posted December 16, 2011 by admin. tags:Tags: , , ,

FOR IMMEDIATE RELEASE

Provo, Utah (Dec. 16, 2011) – Paragon Wealth Management, originally called The Center for Financial Excellence, celebrated 25 years of business this month.

Dave Young, president and founder of Paragon Wealth Management, started The Center for Financial Excellence in 1986 to give investors an opportunity to do more with their money.

“I originally started Paragon to manage money,” said Young. “I sold over a dozen businesses I owned, and wanted to invest the proceeds, but wasn’t able to find an investment advisor who met my needs. I spent the next year researching different investment methods and then started The Center for Financial Excellence.”

The company was registered with the SEC in 1993, and the name was changed to Paragon Capital Management. It was changed to Paragon Wealth Management several years later.

“This is a difficult industry to be in,” said Young. “We are happy to be a successful business this long.”

Paragon’s team celebrated their anniversary this month at their office in Provo, Utah with a cake, balloons and happy employees. Visit Paragon’s YouTube Channel to watch a video of the celebration.

Paragon is known for its growth portfolio called Top Flight. It has generated a total return of 378.74 percent versus 64.76 percent for the S&P 500 from its inception on January 1, 1998 through October 31, 2011. Its compound annual return is 12.06 percent versus 3.7 percent for the S&P 500. (Visit paragonwealth.com to see complete track record and full disclosures).

About Paragon Wealth Management
Paragon Wealth Management is a registered investment advisor (RIA) in Utah that actively manages all types of traditional and retirement accounts such as IRA and 401(K) rollovers, and pensions and trusts. Paragon has received numerous awards such as the Best of State award in Investment Advisory Services in 2011, and the NABCAP Premier Advisor award in 2010. Paragon has also been recognized on several lists such as WealthManagerWeb’s Top Wealth Manager’s list in the U.S. in 2010 and others. Call 800-748-4451 or visit paragonwealth.com for more information.

Paragon cannot guarantee the accuracy of information from other sources. Opinions are as of the dates indicated only. This report is not a solicitation for any security. Past performance is not a guarantee of future results. Investments in securities involve the risk of loss. Do not rely upon this information to predict future investment performance or market conditions. This information is not a substitute for consultation with a competent financial, legal, or tax advisor and should only be used in conjunction with his/her advice.

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Are we in a Recession?

Posted December 8, 2011 by admin. tags:Tags: , ,

 

Some people say we are currently in a recession. Others say we aren't… 

Watch this short video to learn Paragon's wealth managers thoughts on being in a recession. 

What do you think? We'd like to hear your feedback. 

This video was filmed on Nov. 30, 2011.

Disclaimer
Paragon Wealth Management is a provider of managed portfolios for individuals and institutions. Although the information included in this report has been obtained from sources Paragon believes to be reliable, we do not guarantee its accuracy. All opinions and estimates included in this report constitute the judgment as of the dates indicated and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Past performance is not a guarantee of future results.

Paragon’s Stock Market Outlook for the end of 2011

Posted December 1, 2011 by admin. tags:Tags: , ,

Several of our clients have asked us where we think the market is headed. Watch this video to learn our thoughts on where it has been and where it might be going. This video was filmed yesterday, November 30, 2011.

We'd like to hear your thoughts. Feel free to leave comments. 

Disclaimer
Paragon Wealth Management is a provider of managed portfolios for individuals and institutions. Although the information included in this report has been obtained from sources Paragon believes to be reliable, we do not guarantee its accuracy. All opinions and estimates included in this report constitute the judgment as of the dates indicated and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. Past performance is not a guarantee of future results.

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