Paradigm Wealth Advisory, LLC

A Story for July 4th A few months ago, I was driving down the highway and noticed an American flag on the side of the road. I pulled over and ran back to retrieve it. Though it was tattered, it was still largely intact. Coincidentally, my coworker had the same thought. He also pulled over and saw me running back to the flag, capturing the moment on video. While this was far from a "heroic" act, I believe there's some powerful symbolism here. Our country may face struggles, and at times it might feel like we're lost—just like that flag. But it's still our country, the place where many of our children will grow up, and perhaps their children too. When we're down and out, like that flag, we need to go back, pick ourselves up, and find ways to make things better. From our team to all of you, however you choose to celebrate the Fourth of July, we hope you have a happy and safe holiday with family and friends!

(recorded April 1st, 2024) Tune in as Ryan Grady interviews Paradigm's Chief Investment Officer Joseph White, CFA, CFP. We discuss what went down in the first quarter of 2024 and where we see things headed down the road. Paradigm clients stay tuned till the end and hear about more exciting news coming up!

David Provinsal, Managing Director of Paradigm Wealth Management, opened Day 2 of the Barron's 100 Independent Conference with Brian Gorczynski, Transcend Capital Advisors, and Joe McLean, MAI Capital Management. He shared some of the knowledge he has gained from years of working with #athletes and how he sees sports & entertainment in the #wealthmanagement landscape. #baindependent Photos courtesy of @LILAPHOTO Barron's Advisor

"One day or day one. You decide." - Paulo Coelho Recently, I had a conversation with a friend who, despite being years away from her anticipated retirement date, had not yet started planning for it. When I asked about her retirement planning, her response was a casual "I will get to it one day..." We discussed the factors that underscore the importance of early retirement planning, such as increasing life expectancy, rising healthcare costs, challenges faced by the Social Security Administration, inflation, and taxes (yes, I can be a fun friend, I know 😄). We also talked about the unpredictability of health and the possibility of unforeseen changes in the future. Suddenly, the notion of "one day" transformed into "day one" as she insisted I open my calendar and book a meeting with her at our office. It's never too early to start planning for retirement, but there does come a point where it can be too late. If retirement is on your horizon and you're ready to make today your "day one," reach out to us. We're here to help you start your retirement journey on the right foot! #retirementplanning #wealthmanagement #financialadvisor