Paragon Financial Partners
January 2016 - Market Update

January 2016 - Market Update

January 19, 2016

Welcome to the Paragon Podcast. We hope you had a Happy New Year. In this episode Evan Shorten provide you with a market update discussing the recent downward trend of the U.S. financial markets. 

For more information regarding this topic, or to learn about our services, you may contact us at the following:

Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: info@paragonfinancialpartners.com
www.paragonfinancialpartners.com

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE

Managing a Financial Windfall

Managing a Financial Windfall

October 14, 2015

Welcome to the Paragon Podcast. In this episode Evan Shorten discuss how to best handle a financial windfall. Evan discuss the emotional, financial, and family aspects of acquiring new wealth. 

For more information regarding this topic, or to learn about our services, you may contact us at the following:

Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: info@paragonfinancialpartners.com
www.paragonfinancialpartners.com

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE

6 Financial Risks of Retirement

6 Financial Risks of Retirement

July 28, 2015

Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the 6 financial risks of retirement. A lot of the discussion surrounding retirement planning focuses on how to build your retirement nest egg. While it is certainly important to properly plan for the long-term while creating your nest egg, we also believe there needs to be a discussion with regards to safeguarding your nest egg once you reach retirement. Enjoy!

For more information regarding this topic, or to learn about our services, you may contact us at the following:

Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: info@paragonfinancialpartners.com
www.paragonfinancialpartners.com

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE

Greece and China

Greece and China

July 8, 2015

Welcome to the Paragon Podcast. In this quick episode Evan Shorten addresses market volatility associated with Greece and China.

For more information regarding this topic, or to learn about our services, you may contact us at the following:

Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: info@paragonfinancialpartners.com
www.paragonfinancialpartners.com

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE

Gifting Strategies

Gifting Strategies

May 1, 2015

Welcome to the fourth episode of the Paragon Financial Partners Podcast. In this episode Evan Shorten discuss gifting strategies, donor advised funds, and private foundations.

For more information regarding this topic, or to learn about our services, you may contact us at the following:

Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: info@paragonfinancialpartners.com
www.paragonfinancialpartners.com

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE

Preparing For Taxes

Preparing For Taxes

January 30, 2015

Welcome to the third episode of the Paragon Financial Partners Podcast. In this episode Evan Shorten brings to your attention two important tax items that should be addressed; the importance of realizing tax losses and changes to retirement account contribution limits.

For more information regarding this topic, or to learn about our services, you may contact us at the following:

Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: info@paragonfinancialpartners.com
www.paragonfinancialpartners.com

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE

 

 

 

 

Elder Abuse and Exploitation

Elder Abuse and Exploitation

December 1, 2014

Welcome to the second episode of the Paragon FinancialPartners Podcast. In this episode Evan Shorten discusses elder abuse andexploitation. He shares some of the warning signs to look for and provides sometips on how to potentially minimize the chances of becoming a victim.

For more information regarding this topic, or to learn aboutour services, you may contact us at the following:

Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: info@paragonfinancialpartners.com
www.paragonfinancialpartners.com


Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE

Episode 1 - Volatility In The Markets

Episode 1 - Volatility In The Markets

October 22, 2014

In the first Paragon Podcast episode Evan Shorten discusses his opinions regarding recent market volatility. In addition, Evan discuses his comfort level with the equity markets as both a financial advisor and investor.

For more information regarding this topic, or to learn about our services, you may contact us at the following:

Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: info@paragonfinancialpartners.com
 
www.paragonfinancialpartners.com

Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE