February 2025 - NewsletterAnnual Letter from DonTo our valued clients, I’m happy to report on another very successful year in our shared pursuit of your financial goals. Your plan and portfolio continue to be driven by those goals, rather than by prognostication...

January 2025 - NewsletterFamily Vacations ReimaginedIs a family vacation in your plans for 2025? Multigenerational travel is becoming increasingly popular. Despite the complexities of planning vacations for diverse ages and interests, it's well worth the effort –...

December 2024 - NewsletterHappy Holidays!!We hope each of you had a wonderful Thanksgiving, filled with family, friends, and delicious food. We certainly have so much to be thankful for! As the holidays approach, we want to take a moment to express how much we value...

November 2024 - NewsletterSidestepping ScammersTo recognize the cessation of hostilities in World War I, November 11 became a federal holiday in the U.S. in 1938. Less than two decades later, in 1954, Congress amended the 1938 act, changing the name of the holiday...

October 2024 - NewsletterSidestepping ScammersRecently, clients have been expressing concern regarding cybersecurity. Since October is "cybersecurity awareness month", we thought it was a good time to review some basics on how to "sidestep scammers".Fraudsters are...

September 2024 - NewsletterLuxury AmenitiesElevating the high-end living experience.When it comes to high-end properties, the allure goes beyond architectural design and prime locations. The true essence of luxury living lies in the amenities that cater to comfort,...

August 2024 - NewsletterAre Your Important Documents Secure and Accessible?Pop quiz: In an emergency, could your loved ones find your current will and power of attorney? If you had to evacuate your home, could you quickly get your hands on your passport, deeds, and...

July 2024 - NewsletterThe Risk Inverse: Why Having More Money Means More PlanningYou might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you...

June 2024 - NewsletterMore Retirees Crossing State Lines - Where Are They Going?More than 338,000 Americans relocated for retirement last year – a 44% increase from 2022 – and about a quarter of those retirees moved to a different state. According to the online...

May 2024 - NewsletterDon Named on Forbes Best-in-State Wealth Advisor ListFor the sixth consecutive year, Paramount Wealth Management Founder and President, Don Hershberger, has been named on the Forbes list of Best-In-State Wealth Advisors.WHAT YOU'LL FIND INSIDE:...