Jan 24 2012

Debt Limit - A Guide To American Federal Debt Made Easy

Tag: VideosParagon Wealth Management- Elizabeth @ 6:21 pm

A satirical short film taking a look at the national debt and how it applies to just one family.

For more information visit www.debtlimitusa.org

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.

Aug 03 2011

Why a Small Wealth Management Firm is Better than a Larger Firm

Many people have a difficult time selecting a financial adviser or firm to manage their hard-earned money. It can be a very confusing and long process. In the following video, David Young, founder and owner of Paragon Wealth Management, discusses the advantages and benefits of investing with a smaller investment firm rather than a larger investment firm.

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.

Mar 01 2011

Buy and Hold vs. Active Money Management

Tag: Videos, wealth managementParagon Wealth Management- Elizabeth @ 3:14 pm

In the following video the difference between buy and hold and active money management strategies are discussed.

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.


Dec 08 2010

Selecting A Financial Advisor

Tag: Selecting a financial advisor, Videos, paragon wealth managementParagon Wealth Management- Elizabeth @ 10:37 am

The following video will give you suggestions on how to select a financial advisor. The seven steps discussed, are tools developed to assist you when it comes to choosing a wealth manager.

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.


Oct 12 2010

Why Investment Performance Is Important

Tag: Videos, investingParagon Wealth Management- Elizabeth @ 10:55 am

Transparency is especially important when evaluating an investment advisors performance.  Watch this short video to learn exactly what to look for and why it’s critical to evaluate and compare investment performance between advisors.

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.


Jun 08 2010

How To Align Your Investment Goals With Your Portfolio

Tag: 401k, Financial Basics, Investment Advice, Videos, investing, retirementParagon Wealth Management- Elizabeth @ 3:29 pm

There are a number of questions that need to be answered in order to put together a long-term investment strategy that will align your risk tolerance with your portfolio. We invite you to watch this short video that discusses these questions.

You can schedule a complimentary portfolio review with one of Paragon’s financial advisors if you have additional questions about aligning your portfolio with your risk tolerance.

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.


Jun 01 2010

How To Determine Your Risk Tolerance

Tag: Financial Basics, Investment Advice, Videos, investing, retirementParagon Wealth Management- Elizabeth @ 4:13 pm

Your investment risk tolerance is the amount of stress you experience when your account declines. If you invest too aggressively for your risk tolerance, then at some level of decline you may reach a breaking point. When that point is hit, many investors feel the need to sell their investments in order to protect themselves. As a result, they make the classic mistake of selling out right at the market bottom just before the market rebounds. This causes them to lock in their losses and miss out on future gains.

We invite you to watch this video and then take a short 10-question survey to determine your risk tolerance.

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.


May 04 2010

New Video About Paragon’s Scholarship

Tag: Paragon News, VideosParagon Wealth Management- Elizabeth @ 1:43 pm

 Watch this short video to learn more about Paragon’s Live Your Dream Scholarship for single mothers.

Video donated by Living Biography

To sign up for the 5K Race on May 15 in Provo, click here Live Your Dream 5K Registration

If you would like to donate to this cause, contact Shannon Golladay (shannon at paragonwealth.com or 801-362-5362).


Mar 23 2010

Paragon Wealth Management’s Story

The past few months we have been working on some new videos about Paragon Wealth Management to help investors understand who we are and what we are all about. This short video is an introduction our company. It also shares our views on active money management vs. buy and hold. This video was created for our website. If you would like to see steps 1, 2, and 3 mentioned at the end of the video, visit www.paragonwealth.com

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.


Sep 22 2008

Don’t Buy Stuff You Cannot Afford!

Tag: VideosParagon Wealth Management- Shannon @ 11:36 am