Paragon PWM

Independent wealth management for every season of life. https://www.savvywealth.com/disclosure

We tailor high-performance strategies for each client, helping them simplify financial decisions, navigate change, and plan for the future.

07/18/2026

Intern, Cole Ferguson makes a guest appearance for our One-Minute Market Recap. TSMC posted record earnings and the stock dropped 7%.

That is the story of this market right now. Investors are not questioning whether AI is real. They are questioning the price tag.

Here is where the indexes landed this week:
S&P 500: -0.77%
Dow: -0.67%
Nasdaq: -1.36%

Semiconductor stocks led the decline after TSMC raised its capital spending forecast to $64 billion. Strong bank earnings and energy resilience cushioned the blow, but tech took the hit.

Next week: Alphabet and Tesla both report Tuesday after the bell. That is the biggest earnings night of the season.

When the market gets choppy, we look for tax-loss harvesting opportunities, turning volatility into real savings on your tax return.

07/14/2026

Think standard tax brackets are your only retirement hurdle? Think again!
Many retirees are blindsided by IRMAA cliffs - a Medicare rule that directly ties your income tax return to your healthcare premiums.

The Risk: It’s a hard cliff, not a progressive bracket.
The Trigger: Crossing an income threshold by just $1 can cause an unexpected spike in your monthly costs.
The Fix: Smartly balancing withdrawals between your taxable and tax-deferred accounts.

Does your current distribution plan account for IRMAA cliffs?

07/10/2026

Two days of U.S. strikes on Iran. Oil traffic through the Strait of Hormuz nearly stopped and Wall Street shrugged it off.

This week’s One-Minute Market Recap is up. 👇

MiddleTennessee MarketRecap TaxPlanning NashvilleTN BrentwoodTN

07/08/2026

Paying off your mortgage before retirement has generally been viewed as a milestone of financial freedom, but is a debt-free retirement actually a financial illusion?

While paying off your mortgage feels like the right thing to do, erasing a low-interest loan right as you transition into retirement could backfire in two big ways:

💰It locks up your cash: You trade liquid assets for home equity that you can't use to fund travel or daily expenses.

💰 It could trigger taxes: Pulling funds from retirement accounts all at once can inadvertently launch you into a higher tax bracket.

True security is about cash flow and liquidity, not just zero debt.
Did you plan to enter retirement debt-free, or keep your capital working? Not sure? Give us a call - we'd love to talk!

07/04/2026

Celebrating freedom and the spirit of our country today. Happy Independence Day from the team at Paragon Private Wealth Management! 🇺🇸

07/03/2026

Happy 250th birthday, America.

Wall Street sent us into the holiday with fireworks of its own. Four trading days, three green arrows, and a Dow closing at an all-time high (52,900).

Allen Buckley, CFP®, breaks down the shortened week and why Thursday’s soft June jobs report changed the rate-hike
conversation.

Schedule a free 30-minute call (link in bio).

06/26/2026

Markets had a split tape this week. The S&P 500 lost a little over 1%, the Nasdaq dropped roughly 4%, and the Dow finished up about 0.6%. The driver was the AI trade, chip stocks and mega-cap tech sold off on reports OpenAI may delay its IPO into next year, and investors rotated into more defensive corners of the market.

What I’m watching next week: Tuesday closes Q2, Wednesday brings ISM Manufacturing, and Thursday is the June jobs report (moved up a day because markets are closed Friday for the
Fourth of July). That payrolls print is the one to watch. If you’re within ten years of retirement and you don’t have a clear plan for how your portfolio handles tape like this,
that’s worth a conversation.

Schedule a free 30-minute call:
https://calendly.com/abuckley-paragonpwm/30-minute-client-call-with-allen

06/25/2026

At Paragon, our philosophy is simple: your personal goals dictate your financial plan, not the other way around.

Listen as our Managing Partner, Allen Buckley, explains how we customize and tailor every portfolio to give you the clarity and confidence you need to focus on what matters most to your family.

06/23/2026

Following up on the questions we received last week about planning for retirement!

This is a significant shift in perspective—moving from a focus on growing assets to structuring them for a consistent, sustainable paycheck. The goal is to replace your professional income in a way that supports your lifestyle for the long term, while being mindful of tax efficiency and market conditions.

Swipe through for a high-level look at managing retirement income ➡️

06/21/2026

Throughout our careers, success is often measured by what we build: businesses, teams, careers, and financial security. But for many fathers, retirement brings a shift in perspective, where success becomes less about what was built and more about what will be passed on.

is a reminder that some of the most meaningful legacies are the values, lessons, and guidance shared with children and grandchildren over time.

Retirement can create the opportunity to step into a new role as a mentor, advisor, and role model for the next generation.

What’s one lesson you hope to pass on?

Address

324 Main Street Ste: 200
Franklin, TN
37064

Telephone

+18332157272

Website

http://www.paragonpwm.com/

Alerts

Be the first to know and let us send you an email when Paragon PWM posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Paragon PWM: