Paragon Wealth Management

Private wealth management without compromise.

[Paragon Wealth Management @ParagonPWM]

The 30-year Treasury hit a 19-year high this week. That's the whole story.

Stocks didn't fall on earnings. They fell on bonds. When long-term yields rise,
future profits are worth less today, and that hits high-multiple tech hardest.

S&P -1.4% | Dow -0.9% | Nasdaq -2.4%

Next week: Nvidia Wednesday, PCE and Jackson Hole Friday.

Allen Buckley, CFP®,
Managing Partner

[Paragon Wealth Management @ParagonPWM]

The Magnificent Seven lost $797 billion in market cap on Thursday — their worst single day since the April 2025 tariff tantrum.

The catalyst: Alphabet reported strong quarterly results but raised its 2026 AI capex guidance to $205 billion. That spending level turned Alphabet's free cash flow negative for the first time since its IPO. Tesla missed on earnings and margins, with Musk labeling 2026 "a year of massive capital deployment."

For the week: Nasdaq -2.0%, S&P 500 -1.0%, Dow -0.5%.

The market isn't debating whether AI will be transformative. It's debating whether $200 billion a year in infrastructure spending will generate returns fast enough to justify the investment. That's a healthy and necessary conversation.

Next week brings the Fed rate decision on Wednesday, plus earnings from Microsoft, Meta, and Apple. After Alphabet's capex shock, the AI spending narrative will dominate every call.

[Paragon Wealth Management @ParagonPWM]

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. 👇

[Paragon Wealth Management @ParagonPWM]

Happy 250th birthday, America.

All three major indexes gained. S&P +1.8%, Nasdaq +2.1%, and the Dow closed at an all-time high of 52,900. Thursday's soft June jobs report (+57K vs +115K expected) cooled rate-hike odds and gave equities room to run.

[Paragon Wealth Management @ParagonPWM]

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[Paragon Wealth Management @ParagonPWM]

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[Paragon Wealth Management @ParagonPWM]

Managing wealth across generations isn’t just about money—it’s about communication and education. Discover strategies to ensure financial security and pass down values along with wealth. https://t.co/Hc0HxbAznT

[Paragon Wealth Management @ParagonPWM]

Whether you're Gen Z, Millennial, Gen X, or a Baby Boomer, everyone has a role in maintaining family wealth. From starting early with credit management to estate planning, small actions can have a lasting impact. Explore the key wealth-building strategies for every generation. https://t.co/LwnVJHG6K1

[Paragon Wealth Management @ParagonPWM]

$84 trillion is expected to shift to younger generations over the next 20 years. Without proper planning, families risk losing their wealth. Learn how to build and sustain wealth across generations with these actionable strategies. https://t.co/kxOvz0fQ1W

[Paragon Wealth Management @ParagonPWM]

Talking about family wealth can be tough, but it’s essential. Discover actionable strategies to build and preserve wealth across generations. https://t.co/OIhy5MXPb9

[Paragon Wealth Management @ParagonPWM]

High inflation. Tax changes. Economic uncertainty. If you’re feeling the squeeze, you’re not alone. But there’s good news: these 5 time-sensitive tax strategies may help. Learn how to save more and stress less. https://t.co/QFxaSiZt3m

[Paragon Wealth Management @ParagonPWM]

Retirement planning is more than a dream—it's about the right strategies. Test your knowledge with this quick 5-question quiz. Your future self will thank you. https://t.co/COh4aQQbpA

[Paragon Wealth Management @ParagonPWM]

What’s shaping the markets in 2025? The Fed may slow interest rate cuts, corporate earnings will be under scrutiny, and political priorities like tax reform and tariffs could shake investor confidence. Discover what these factors mean for your financial strategy. https://t.co/jKhf3su51u

[Paragon Wealth Management @ParagonPWM]

Are you prepared for possible tax increases? Many high-earners could miss out on key tax-saving opportunities if they don’t act soon. This guide explains 5 strategies that could help lower your taxes now. Ready to seize the moment? https://t.co/l7vQytq73u

[Paragon Wealth Management @ParagonPWM]

Understanding core retirement concepts can help you uncover gaps and opportunities in your plan. How fluent are you in retirement planning? Take this 5-question quiz to find out—it’s quick, insightful, and might surprise you. https://t.co/By9O6Bsx5D

[Paragon Wealth Management @ParagonPWM]

Inflation eased, interest rates dropped, and stocks soared in 2024. Is 2025 the year of new opportunities or hidden risks? https://t.co/LQceBq0BVT

[Paragon Wealth Management @ParagonPWM]

Think tax planning is complicated? Not anymore. Learn 5 straightforward ways to potentially lower your taxes and make the most of current opportunities. FREE guide here. https://t.co/hgNm6Mm6fG

[Paragon Wealth Management @ParagonPWM]

Think you’re ready for retirement? Challenge yourself with 5 key retirement questions. It only takes 3 minutes—let’s see how you score. https://t.co/jKU41nstkR

[Paragon Wealth Management @ParagonPWM]

Will the bullet market continue or face a correction? Stay ahead with key insights from 2024 market trends. https://t.co/UaeEE31L6g

[Paragon Wealth Management @ParagonPWM]

Are you leaving money on the table? Discover 5 smart tax strategies you can implement to lower your taxes. Access the FREE guide now and start saving. https://t.co/6BALxwqaXI