Paragon Capital Management

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Latest News & Insights

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Literature for Review

Investment Strategy and Outlook

July 2018

High valuations imply low returns over an extended time period and/or large declines.. . .

Investment Strategy and Outlook

April 2018

Allocation: Our overall allocation strategy is defensive because of high valuations of both stocks and bonds. High valuations imply low returns over an extended period of time. . .

Investment Strategy and Outlook

January 2018

The economy appears to have significant momentum after posting growth of 3.1% in the second quarter and 3.2% in the third quarter. As illustrated below, growth may exceed 3.0% again. . .

Investment Strategy and Outlook: Stock Market Dashboard

October 2017

Last quarter, we shared a brief introduction to our stock market dashboard. In this memo, we provide more details on the underlying indicators. . .

Investment Strategy and Outlook

July 2017

The trend in U.S. Economic growth will average close to 2%. After a weak 1.4% in the first quarter, second quarter growth will be between 1.9% and 2.7%. . .

Investment Strategy and Outlook

January 2017

The trend in U.S. Economic growth will average close to 2%. The upside has improved, but risks have increased. The reasons for slow growth include an aging population. . .

Investment Strategy and Outlook: The End of a Key Market Cycle

July 2016

We have been monitoring along term trend within the stock market that has reached an extreme. Therefore, we are beginning to make portfolio changes. . .

Investment Strategy and Outlook

January 2016

The trend in U.S. Economic growth will stay near 2%, but downside risks have increased. Weakening growth in the developing world, historically low labor participation (as baby boomers retire). . .


Archive of Paragon Publications


SEC Brochure and Brochure Supplement


For more advisory information about the qualifications and business practices of Paragon Capital Management visit the Securities and Exchange Commission (SEC); website at www.adviserinfo.sec.gov.



Investment and Economic Publications

Wall Street Journal: Advisers Pull Pimco Assets But Not Following Gross

October 15, 2014

by Daisy Maxey

Financial advisers are joining the exodus from Pacific Investment Management Co. funds in the wake of co-founder Bill Gross's abrupt departure last month. . .

Wall Street Journal: Quality Trumps Yield for Stock Dividend Investors

March 11, 2014

by Daisy Maxey

Mutual-fund investors with an interest in dividend-paying stocks need to distinguish between those that offer higher yields and those that offer quality, advisers say. . .

Wall Street Journal: Short Term Bond Funds Not Immune to Sell-Off

July 3, 2013

by Daisy Maxey

Even short-term investment-grade bond funds, seen as one of the fixed-income market's safest corners, haven't been immune from the selloff fueled by fears the government will soon trim its bond-buying program. . .

Wall Street Journal: A Steadier Way to Play Dividends

April 17, 2013

by Murray Coleman

Investing in high-dividend paying stocks can prove to be a winning long-term strategy. But new research suggests that an even better bet might be to include some lower yielding stocks into the mix. . .

Investment Advisor: 7 All-Star Tax Experts – 7 Crisis-Tested Strategies

April 1, 2013

by Marlene Y. Satter, AdvisorOne

They call themselves experts for a reason. While tax changes are freaking out the average Joe, many advisors are calmly going about their business. . .