Return Expectations

Investment questions can be as diverse as the individuals who ask them, but one question that we hear consistently from the families that we serve is: What rate of return should I expect going forward? This question usually has two components. The first is related…
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2018 Year In Review

A year ago at this time as we recapped 2017, we summarized a euphoric investing environment. What a difference a year can make. If 2017 was positive and steady, 2018 was negative and choppy. 2018 bears the dubious distinction of being one of only a…
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Stock Category Balance

Stocks are the primary engine for long-term portfolio growth, and investment opportunities abound across the globe. Paracle includes allocations to large developed countries like the US and Germany, as well as emerging economies such as India and Malaysia. We also balance investments amongst companies of…
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2017 Year in Review

2017 was a year for the record books. For the first time ever, global stock markets posted positive monthly returns for 12 straight months, a remarkable achievement. Additionally, it did so with few moves to the downside, which is perhaps surprising when one considers the…
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