IMPORTANT DISCLOSURE INFORMATION
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Paragon Wealth Strategies, LLC (“Paragon”), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.
Historical performance results for investment indices, benchmarks, and/or categories, if present, have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Paragon account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Paragon accounts; and, (3) a description of each comparative benchmark/index is available upon request.
Paragon is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Paragon. Please remember that it remains your responsibility to advise Paragon, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Academic studies and/or sources that may be referenced in our communications:
Benefits of Recession Forecasting: “Does it Pay to Forecast the Business Cycle? A U.S. Update and an International Perspective”, September 2016. James A Conover, PhD, David A. Dubovsky, PhD, Marilyn K. Wiley, PhD. https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2979464
Power of Free Cash Flow in the Investment Process 1950 – 2009: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1498132
Dobermans articles in Forbes:
Joel Greenblatt Gotham Capital – “Secret Sauce” of ROI and FCF Yield: “The Little Book that Beats the Market”: https://www.amazon.com/Little-Book-That-Beats-Market/dp/0471733067/ref=asc_df_0471733067/?tag=hyprod-20&linkCode=df0&hvadid=312143020546&hvpos=1o1&hvnetw=g&hvrand=1318331048114531580&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9011566&hvtargid=pla-634197227277&psc=1
Discussion on Warren Buffet, Secret Sauce, and Free Cash Flow versus Profits (because accounting profits are fake): https://medium.com/the-crunch/warren-buffetts-secret-sauce-69499ff1664c
Benjamin Graham (Warren Buffett’s Mentor) The Intelligent Investor: The Definitive Book on Value Investing: https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661/ref=pd_bxgy_3/144-2354913-2186463?_encoding=UTF8&pd_rd_i=0060555661&pd_rd_r=9e9981aa-c81d-42a9-a710-e16682242b34&pd_rd_w=VH3Up&pd_rd_wg=PqOaB&pf_rd_p=a2006322-0bc0-4db9-a08e-d168c18ce6f0&pf_rd_r=R99H7NN94PMRQK2ZDVVX&psc=1&refRID=R99H7NN94PMRQK2ZDVVX