Press Room


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  • Mar 31 2007 First Quarter 2007: Lots of Smoke, No Fire During January and February, the stock market continued the overall upward trend that began last August. The major exception was February 27th, when the stock market conducted its biggest sale since May.
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  • Mar 31 2007 Portfolio Protection: How we Anticipate Market Movement As you are probably aware, at Paragon we follow the mantra of the three "P's"-Private, Proactive, and Protective.
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  • Dec 31 2006 The Year in Review All things considered, 2006 was a good year for the markets. After a tough correction that lasted from May through July, the year ended strong, with a solid rally that started in August and continued through the end of the year.
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  • Dec 31 2006 What Happened in 2006?: Understanding an Unusual Year Well, you can't win em' all. To be frank, 2006 was not the Top Flight portfolio's best year. Although the portfolio posted positive returns of 5.91%, it was outperformed by the S&P 500 index
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  • Sep 30 2006 Dow Industrials Hit New Highs It has been almost seven years since we've been able to open our newletter with such a flashy headline. Politicians are bragging. Newspapers and magazines are reporting and analyzing.
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  • Sep 30 2006 An Introduction from the Newest Member of our Team My name is Nate White, and my new role at Paragon is to advise you on investment and financial planning issues. Together with Dave, I'm responsible for managing Paragon's propriety investment models and conducting research to imrpove the models.
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  • Jun 30 2006 Some Thoughts on One of Life's Certainties For people who invest (and even people who don't), taxes have always been a hot topic. Unfair taxation caused many of our forefathers to abandon England and start their own country-and eventually hold a certain famous tea party in Boston Harbor.
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  • Mar 31 2006 Money and Happiness A friend of mine, Steve Moeller has been conducting research for the past two years on the science of happiness. He is gathering information to write a book about what really makes people happy.
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  • Dec 31 2005 Byron Clyde Edwards Memorial This past quarter was an especially difficult one, for reasons that had nothing to do with unpredictable investment markets or economic worries. On October 21st, we lost Byron Clyde Edwards.
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  • Sep 30 2005 Market Overview Equities have seen lackluster retruns year-to-date, but did relatively well in the third quarter. September was suprisingly strong, with last month being the first September in seven years to post positive gains.
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