Planning

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I Speak of Dividends . . . Because the Matter

By | January 29th, 2019|Featured News, Paramount Private Wealth Blog|

For years, I have spoken about the importance of dividends as a component of potentially increasing long-term wealth. Dividends are one of the tenants of our investment philosophy and one aspect of our strategies we pay particular attention. Dividends matter, a lot. As a refresher, dividends are a result of corporations earning more money and [...]

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I 401K’d, Now What?

By | August 7th, 2018|Featured News, Paramount Private Wealth Blog|

For years, you have saved diligently into your qualified plan - taking advantage of the tax-deferred growth. Hopefully enjoying the compounding effect that time provides. Your qualified plan, whether it be a 401K, IRA, SEP IRA maybe your largest capital asset. Now that you are thinking about retirement - defined as doing something on your [...]

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Pujols Family Foundation Celebrity Classic

By | August 10th, 2016|Paramount Private Wealth Out and About|

Enjoyed the Pujols Family Foundation Celebrity Classic. Albert Pujols hosted this Celebrity Golf Classic as the biggest fundraising event of the year. This celebrity golf tournament features professional athletes, sports personalities, and famous entertainers. #moneymanager Chanel Fortier - Wealth Advisor Mike Trout is a Beast! Matt Holliday    Chanel Fortier - [...]

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Professional Gardening – Tending to Your Green Assets

By | June 30th, 2016|Paramount Private Wealth Blog|

Life changes quickly, seeming more so the older we get. During this season -- when many of our youth are graduating from high school and going onto learn more skills, and college graduates are entering the labor force to start their professional careers -- there are more people already established in their profession joining then [...]

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Maintaining a Long-Term Perspective

By | February 19th, 2016|Paramount Private Wealth Blog|

Staying focused on long-term goals can be difficult during periods of heightened volatility such as we have experienced over the last six months. Although the list of market concerns has grown, it remains important to see the full picture and remain committed to a long-term plan. There are some legitimate concerns that have played into [...]

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New Year’s Resolution Check-Up

By | February 18th, 2016|Paramount Private Wealth Blog|

Have you already given up on your New Year's plan to eat healthy, save more, exercise often? If so, it's ok! It really is! Pick your yoga mat back up and keep going. Take a second to check out my article published in the KC Star Newspaper as a little reminder on how to get [...]

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Help Us, Help YOU!

By | August 24th, 2014|Paramount Private Wealth Blog|

As financial professionals, we find ourselves quite often thinking “Help us, Help you!” a la Jerry Maguire.  I sometimes joke that, as a financial professional, a psychology degree might be better suited over a masters in business. Having worked with great clients over the years, I’ve become increasingly aware of investor behavior and its impact [...]

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Presentation

By | November 8th, 2011|Paramount Private Wealth Out and About|

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