Paragon Management

Shutdown or not, the bull keeps running.

November 2025 Market Recap with CIO Katie Lockwood CFP®, CFA®

Read here: https://view.flodesk.com/emails/691227c6ab292a9265d2f058

A September to Remember: The Rally Rolls On!

Market Analysis with CIO Katie Lockwood: https://view.flodesk.com/emails/68e3ee49234f64ac08a75b1d

Momentum Builds as Markets Power into Summer!

Read here: https://view.flodesk.com/emails/6846ee4649ee2b56c4a20696

Looking back on April's activity - A Rip Van Winkle Moment - with our CIO Katie Lockwood CFP®, CFA®

Read here:

https://view.flodesk.com/emails/6813ac66840cab9dae8c8bb2

Did April Fools arrive early for the stock market? A March recap and what lies ahead from our CIO, Katie Lockwood:

https://view.flodesk.com/emails/67ec0ba4103ebecebc019892

As March closes, financial updates include:

-Services Support GDP Growth in 2025
-More Positive Inflation News
-Tariff Review
-Insiders and the Market

Economy-at-a Glance contains pertinent, simplified insights on market and economic factors that we are pleased to share.

Economy at a Glance March 2025 | Paragon Management As March closes, financial updates include: -Services Support GDP Growth in 2025 -More Positive Inflation News -Tariff Review -Insiders and the Market Economy-at-a Glance contains pertinent, simplified insights on market and economic factors that we are pleased to share.

Click here for more details on these additional contribution provisions in 2025: https://bit.ly/42efIOC

We are thrilled to welcome Dylan Jones to Paragon Management! Dylan previously interned at Paragon Management and now rejoins us as a Wealth Management Associate.

Dylan has continued to hone skills in client relations and operations in wealth management and he will ensure you receive the excellent service you have come to know and expect with Paragon.

Previously, Dylan worked as client service associate with Raymond James and Morgan Stanley. Prior, he also gained valuable experience as a customer service representative at a local bank.

Dylan earned a B.S. degree in finance at the University of Kentucky. Outside of the office, Dylan enjoys playing golf and attending sporting events. He also serves as an assistant to the basketball coach at a local high school.

Please join us in welcoming Dylan Jones to the Paragon Management team!

Katie Lockwood, our CIO, provides us with pertinent, simplified insights and analysis on market and economic factors that we are pleased to share as we head into the final weeks of 2024.

The theme of December is continuing to monitor Inflation while observing job market trends and their collective impact on markets as we look ahead to 2025.

Read here: https://bit.ly/41yFWLB, our CIO, provides us with pertinent, simplified insights and analysis on market and economic factors that we are pleased to share as we head into the final weeks of 2024.

As we celebrate Thanksgiving, the entire team at Paragon Management wants to take a moment to express our gratitude. Whether you are a colleague, client, friend or connection, your support means so much to us!

This season reminds us to appreciate all the blessings that have come our way and to thank all the people that have made them possible. Wish you and your loved ones a day filled with joy, reflection, togetherness and peace.

Happy Thanksgiving!

A evening at Springhouse Gardens, LLC definitely put the holiday spirit in all of us! Enjoyed a fun evening getting creative making a holiday wreath with some of our dear clients and friends.

Special thanks to DaRae & Friends Catering for the delicious food and treats!

Wishing everyone a very Happy Thanksgiving and wonderful holiday season!

Emily Richards is Paragon’s multifaceted Director of Operations and Wealth Advisor. She plays a vital role in day-to-day operations and provides strategic guidance as a Wealth Advisor. She excels in managing our operational efficiency, supporting client relationships, and executing portfolio changes with attention to detail.

Before joining Paragon, Emily spent nearly five years at Morgan Stanley, where she honed her adeptness in wealth management and client experience. Prior to Morgan Stanley, she gained valuable experience as a finance and accounting intern with the Cincinnati Reds.

Emily earned her Bachelor of Business Administration in Finance from the University of Kentucky. Outside the office, Emily finds fulfillment in spending time with her friends and family.