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| 1st Quarter 2011 | Vol 3, Issue 1 |
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| Greetings! |
 The PARAGON Team is pleased to share with you this first quarter edition of Paragon Perspectives. We hope you'll enjoy our new layout and design. We've tried to make the newsletter even more informative by featuring more stories, information about client resources, and upcoming events.
All of us at PARAGON look forward to working with you for a successful 2011!
Sincerely,
Jon, Michelle, Mike, and Karen
"The PARAGON Team" |
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Outlook on 2011
Jon Castle, CFP®, ChFC® | |
Happy New Year! Now that everyone's holiday celebrations have passed, and life is returning to its normal routines, we'd like to take a few moments and share with you a market update and outlook on 2011.
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Don't Set New Year's Resolutions
Michelle Ash, CFP®, CDFA™ | |
Welcome to 2011; a new year and a time for setting new year's resolutions, right? Not in my opinion.
That statement may sound adversarial or contrarian, but hear me out for a moment. This does not mean that I'm not a fan of setting goals. I just don't believe in the "new year's resolution" type, since most people seem to think that, these days, these types of goals are meant to be broken. Instead,
Click here to continue reading.... |
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Will there be a herd mentality to sell bonds?
Mike Carignan, CFP®, CRPC® |
 Mike Carignan discusses a recent question on many people's minds in this posting to PARAGON's blog.
As with any financial market or product there is the possibility that investors will "sell bonds" as a herd, but there are a few things to consider.
First thing to think about is - what are balanced funds? Many "balanced" funds are made up of a few different bond and equity funds,
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 PARAGON is proud to be sponsoring a team in this year's MS Mud Run 2011
Michelle Ash and Mike Carignan would love to have you join them and their teammates. Come play in the mud with them, volunteer, donate, or be the team's photographer.
There are also children's events for kids 13 and under that Paragon kids are participating in. We welcome you to register your kids or grandkids for some of the fun in the mud.
YOU'LL NEVER GET THIS DIRTY FOR ANYTHING THIS GOOD!!
Form more information, to donate towards our team's fundraising goals, or to sign up to be a part of the "Paragon Mudders" team, click here: MS MUD RUN 2011
The MS Mud Run 2011, along with the Jacksonville Chapter and National MS Society, raise funds to create a world free of MS (Multiple Sclerosis). Funds donated support research, as well as local programs to help those living with MS. |
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Emoney Online - Tips
Karen Rasmussen, Client Service Associate | |
Have you cheked out our new Emoney online system yet? If not, you should!
Through our Emoney system, PARAGON's clients get all of the following capabilities:
- Aggregate all financial assets in one place with real-time balances
- A living financial plan that updates with your assets and situation
- Ability to set alerts when you achieve portfolio and other financial milestones
- Online storage vault to store all your important papers, accessible anywhere
- View all of your airline and hotel points program data aggregated & updated
- And MORE!
If you're not already taking advantage of the Emoney system, but want to, please contact our office for the rollout.
Stay tuned to future newsletters for further Emoney tips.
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| Join us for our next Investor Education event: March 8, 2011 | |
Our 2011 Investor Education Series will be kicking off with its first event on
Tuesday, March 8th at 6:30 p.m.
UNF's University Center
Topics of Discussion:
1. Long Term Care Issues
- Retirement considerations
-Legislative proposals
-Possible federal benefits for some
-Product changes and innovations
2. Economic and market update
To RSVP: Contact Karen at (904) 861-0093 or karen.rasmussen@wealthguards.com |
| Dollars and Sense |
 Looking to save some of those hard-earned dollars? Try doing a reevaluation of your household insurance policies. Double-checking coverage amounts, deductibles, riders, and other features may be a great way to uncover dollars being wasted on inappropriate coverages. Our own Michelle Ash was recently able to redo her property and casualty coverages and save $2,000/year in premiums, AND increase one of the policies that needed to be raised. While PARAGON doesn't handle P&C coverages, we would be pleased to discuss this financial topic with you further if you have questions. |
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PARAGON is still accepting clients who care deeply about the financial situation and are looking for assistance in managing it. If you know someone we may be able to help, please feel free to let them know about us. Thank you!
Investment advisory services provided by Paragon Wealth Strategies LLC, a registered investment advisor. |
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