Press Room


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  • Mar 31 2004 Leaving a Legacy: The Gift of Giving On a recent trip, I recognized the value of leaving a legacy. My trip reminded me of the sacrifice, hard work, vision and commitment made by others that have benefited me immensely.
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  • Dec 31 2003 Cause for Celebration 2003 was extremely rewarding for Paragon clients, with all equity delivering high returns. Our two primary portfolios generated exceptional results. Our conservative option, the Managed Income portfolio, returned 27.89% on the year, net of fees.
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  • Dec 31 2003 The 2004 Outlook-Top Flight Fund As I manage the Top Flight Fund, I review a large number of quantitative reports and analysis. Sometimes I agree with the views presented, and at other times I disagree.
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  • Dec 31 2003 Capturing Excess Return The market had a good run last year. As Dave explained in his article, the upcoming year likely will not be the same scenario. For clients who are concerned about a possible market decline or increased volatility, it's important to understand Index Return versus Absolute Return.
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  • Sep 30 2003 Hunting and Portfolio Performance? How they Relate The third quarter performance followed in the footsteps of the second quarter. All of our Portfolios significantly outperformed the market with our best performing portfolio generating a 16.46% return.
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  • Sep 30 2003 The Problem with Forecasting The market rally has created a monster. As I am writing this column, investor sentiment is at its most euphoric levels since January 2000, just before the market peak and subsequent three-year bear market.
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  • Sep 30 2003 Life Lessons As is evidenced by this quarter's performance, we've kept the faith, improved our trading models and have significantly outperformed all the market indices.
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  • Jun 30 2003 The Light at the End of the Tunnel The second quarter can be summed up in the words of investment strategist Gail Dudack, "at last the light at the end of the tunnel may be daylight and not an oncoming train."
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  • Jun 30 2003 Survival of the Fittest There is hope after all. Commitment and tenacity can and do payoff. As so many teared, the world hasn't come to an end and miraculously the market isn't insolvent.
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  • Jun 30 2003 Top Flight Fund Total Return Since Inception*: 23.30% The top performing major index during the second quarter 2003 was the small-cap Russell 200, which gained 23.42% including dividends. The NASDAQ composite also did well, gaining 21%.
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