SEC CRD #801-72424
Paragon Financial Partners | Paragon Financial Partners Paragon Financial Partners http://www.paragonpodcast.com/feed.xml 5.8K Downloads 63 Episodes Share RSS Welcome to the Paragon Financial Partners podcast. Our goal is to provide you with timely commentary and insights regarding long-term investing, wealth management, and your money mindset. Welcome to the Paragon Financial Partners podcast. Our goal is to provide you with timely commentary and insights regarding long-term investing, wealth management, and your money mindset. Episodes Friday Nov 22, 2024 Year-End Tax-Loss Harvesting Friday Nov 22, 2024 Friday Nov 22, 2024 Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss tax-loss harvesting and how it can be a great last minute strategy to help lower your tax liability before year end. S tay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE . For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following: Paragon Financial Partners 1901 Avenue of the Stars, 2nd Floor Los Angeles, CA 90067 T: (310) 557-1515 E: info@paragonfinancialpartners.com www.paragonfinancialpartners.com Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE . Read more Likes Download 40 Share Fri
EVAN F. SHORTEN
CHIEF COMPLIANCE OFFICER
📞 (310) 557-1515
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AUM
$330M
Location
WOODLAND HILLS, CA
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