Paragon Financial Group

06/03/2026

Social Security break-even age is only one part of the claiming decision. This article explains why retirees should also consider longevity, inflation, market risk, survivor benefits, and portfolio dependence.

The Social Security break-even age is useful, but incomplete. Learn why claiming decisions should also consider inflation, portfolio risk, survivor benefits, life expectancy, and reliable retirement income.

06/02/2026

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

05/27/2026

Delaying Social Security is not just a math calculation. It can help create a larger, inflation-adjusted lifetime income stream and reduce pressure on a retirement portfolio later in life.

Should you delay Social Security or claim early? Learn why the decision is about more than break-even age and how timing can affect retirement income, portfolio risk, inflation protection, and survivor benefits.

05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

05/22/2026

05/21/2026

Teaching kids about money can start earlier than many families realize. Learn practical ways parents & grandparents can help children build healthy habits around saving, spending, earning, borrowing, investing, college planning, and giving.

Help children and grandchildren build smart money habits early. Learn age-appropriate ways to teach saving, spending, budgeting, credit, investing, college planning, and giving while encouraging healthy conversations about family values and financial responsibility.

05/21/2026

Read the latest issue of Financial Watch here:

When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…

05/19/2026

Claudia visiting our youngest family member, Valenzano, in the Netherlands.

05/18/2026

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all coming into focus. Stay tuned—this is where clarity begins. CIO Gene Goldman explains in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...