Paradigm Wealth Advisory, LLC

04/16/2026

WHAT WE’RE READING

At Paradigm Wealth Management, we are committed to continuous learning and professional development. One way we bring that to life is through our internal book group, where we read and discuss a chapter each week as a team.

These conversations consistently lead to valuable insights—ranging from how we can enhance the client experience to reflecting on the deeper purpose behind the work we do every day.

We are currently reading Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect by Will Guidara. The book offers a thoughtful perspective on service, attention to detail, and the impact of going above and beyond expectations—principles that are highly relevant across client-focused professions.

For anyone in a client-facing role who values both professionalism and meaningful relationships, this is a worthwhile read.

“When you ask, ‘Why do we do it this way?’ and the only answer is ‘Because that’s how it’s always been done,’ that rule deserves
another look.”

— Will Guidara

This material is for informational purposes only and is not intended as investment advice or a recommendation of any kind.

07/04/2024

A Story for July 4th

A few months ago, I was driving down the highway and noticed an American flag on the side of the road. I pulled over and ran back to retrieve it. Though it was tattered, it was still largely intact.

Coincidentally, my coworker had the same thought. He also pulled over and saw me running back to the flag, capturing the moment on video.

While this was far from a "heroic" act, I believe there's some powerful symbolism here.

Our country may face struggles, and at times it might feel like we're lost—just like that flag. But it's still our country, the place where many of our children will grow up, and perhaps their children too. When we're down and out, like that flag, we need to go back, pick ourselves up, and find ways to make things better.

From our team to all of you, however you choose to celebrate the Fourth of July, we hope you have a happy and safe holiday with family and friends!

Saving a flag on the side of the road

04/15/2024

(recorded April 1st, 2024)

Tune in as Ryan Grady interviews Paradigm's Chief Investment Officer Joseph White. We discuss what went down in the first quarter of 2024 and where we see things headed down the road.

Paradigm clients stay tuned till the end and hear about more exciting news coming up!

(recorded April 1st, 2024)Tune in as Ryan interviews Paradigm's Chief Investment Officer Joseph White. We discuss what went down in the first quarter of 202...

03/22/2024

David Provinsal, Managing Director of Paradigm Wealth Management, opened Day 2 of the Barron's 100 Independent Conference with Brian Gorczynski, Transcend Capital Advisors, and Joe McLean, MAI Capital Management. He shared some of the knowledge he has gained from years of working with and how he sees sports & entertainment in the landscape.



Photos courtesy of LILA PHOTO Barron's Advisor

03/12/2024

"One day or day one. You decide." - Paulo Coelho

Recently, I had a conversation with a friend who, despite being years away from her anticipated retirement date, had not yet started planning for it. When I asked about her retirement planning, her response was a casual "I will get to it one day..."

We discussed the factors that underscore the importance of early retirement planning, such as increasing life expectancy, rising healthcare costs, challenges faced by the Social Security Administration, inflation, and taxes (yes, I can be a fun friend, I know 😄). We also talked about the unpredictability of health and the possibility of unforeseen changes in the future.

Suddenly, the notion of "one day" transformed into "day one" as she insisted I open my calendar and book a meeting with her at our office.

It's never too early to start planning for retirement, but there does come a point where it can be too late. If retirement is on your horizon and you're ready to make today your "day one," reach out to us. We're here to help you start your retirement journey on the right foot!

12/22/2023

As we wind down 2023 and look forward to 2024, all of us here at Paradigm want to wish you and your families a wonderful holiday season and a happy, healthy New Year.

During this festive time, let's focus on what lies within our control: our thoughts, actions, and attitudes. Let's practice gratitude for the blessings we have, cherish the moments with loved ones, and find serenity in the midst of chaos.

As Seneca said, "True happiness is... to enjoy the present, without anxious dependence upon the future." Let's embrace the present moment, finding joy in the simple pleasures of the season and cultivating an inner peace that transcends external circumstances.

May this Christmas be a reminder to live with virtue, resilience, and gratitude. Let's carry this spirit with us all year long, finding strength in adversity and wisdom in every experience.

11/22/2023

On behalf of everyone here at Paradigm, we want to wish you and yours a Happy Thanksgiving.

And although challenging amidst the chaos of every day life, try and stop for just a moment and recognize something good, something positive, something beautiful in your life and be grateful for that thing or that person or that moment.

For example sometimes a smile from a little human is all it takes (little human smile provided below 😊 ) !

"He is a wise man who does not grieve for the things which he has not, but rejoices for those which he has."
- Epictetus

11/17/2023

Take a few minutes and check out Paradigm's Chief Investment Officer Joseph White, CFA, CFP thoughts on the markets and the economy as we enter the final weeks of 2023 and look ahead to 2024.

Join two of Paradigm's team members Ryan Grady and Joe White as they share some thoughts on the markets and the economy as we round out 2023! Chapters0:00 In...

11/03/2023

We are thrilled to announce Paradigm Wealth's acquisition of McCarthy Wealth! This marks a significant milestone in our company's growth and our commitment to delivering outstanding financial services.

McCarthy Wealth has an exceptional reputation, with a dedicated team that shares our vision of excellence and client-focused service. We are excited to combine our strengths and knowledge to provide an even higher level of support and expertise to our clients.

To all the valued clients of McCarthy Wealth, we warmly welcome you to the Paradigm family. We are eager to serve you and ensure a smooth transition, all while maintaining the high standards of service you have come to expect.

We want to express our gratitude to our incredible team, whose hard work and dedication have made this acquisition possible. Together, we will work towards a prosperous future filled with new opportunities, innovation, and success.

This is just the beginning of an exciting journey, and we can't wait to see all that we can achieve together with McCarthy Wealth now part of our team! 🚀💼

10/13/2023

History shows that markets typically view geopolitical crises as temporary setbacks.

We'll note that the past doesn’t predict the future — but it often rhymes.

Below are some examples from a study done by Glenview Trust Co.'s Chief Investment Officer Bill Stone back in 2022 (see details here https://lnkd.in/ecjWRZe9)

We also recognize "geopolitical event" is a very antiseptic phrase for horrors like bombings, wars, invasions, and other terrible attacks, and really fails to encompass the full cost in human misery.

While markets might recover quickly, too many lives will never be the same.

09/15/2023

Big thank you to Justin Lubenow and Roderick Spann, RSSA® from Senior Advisors for coming out to educate some of our clients on all things Medicare. Extremely knowledgeable and brilliant in their ability to break down complex systems in a manner easy for everyone to understand. Highly recommend reaching out to these gentlemen if you are approaching 65 and have some questions about which Medicare path is right for you.

Their info can be found here: https://lnkd.in/ezvnWZqG