The number one mistake I see with investor’s portfolios is their portfolio is not aligned with their risk tolerance,” said Dave Young, president and founder of Paragon Wealth Management.
Provo, Utah (PRWEB) November 16, 2011
Paragon Wealth Management is offering investors a complimentary investment portfolio review to help them know how to be invested in a volatile stock market.
“If your accounts have gone down more than you are comfortable with after a market sell off or your returns haven’t met your expectations, then it is a good time to get a second opinion and receive a portfolio review,” said Dave Young, president and founder of Paragon Wealth Management.
Paragon's wealth managers meet with investors in person or on the phone. First, they determine the investor’s investment risk tolerance, goals and objectives. Once they understand the investor’s personal situation, they can carefully examine his/her portfolio and see if it is aligned with these items. Next, Paragon looks at the portfolio to see if the investor has any costly mistakes in their portfolio. Lastly the investor is given an opportunity to express any additional concerns or questions to discuss with the advisor.
“The number one mistake I see with investor’s portfolios is their portfolio is not aligned with their risk tolerance,” said Young. “I also see that the cost within investors’ portfolios is higher than what it needs to be, and people are spending more on their investments than they need to. For example, some investors have annuities within IRA’s, which is a costly mistake. Our portfolio reviews are designed to help investors resolve these issues and have confidence in their portfolios.”
Investors can visit http://www.paragonwealth.com or call 800-748-4451 to schedule a complimentary portfolio review. Accounts must meet Paragon’s $200,000 minimum to qualify for the review.
About Paragon Wealth Management
Paragon Wealth Management is a registered investment advisor(RIA) in Utah that actively manages all types of traditional and retirement accounts such as IRA and 401(K) rollovers, and pensions and trusts. Paragon has received numerous awards such as the Best of State award in Investment Advisory Services in 2011, and the NABCAP Premier Advisor award in 2010. Paragon has also been recognized on several lists such as WealthManagerWeb's Top Wealth Manager's list in the U.S. in 2010 and others. Call 800-748-4451 or visit http://www.paragonwealth.com for more information.
Paragon cannot guarantee the accuracy of information from other sources. Opinions are as of the dates indicated only. This report is not a solicitation for any security. Past performance is not a guarantee of future results. Investments in securities involve the risk of loss. Do not rely upon this information to predict future investment performance or market conditions. This information is not a substitute for consultation with a competent financial, legal, or tax advisor and should only be used in conjunction with his/her advice.