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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Safety and Income

Safety & Income – Paracle’s Approach to Bonds

A hallmark of Paracle’s investment approach is to help each family we serve develop a plan to protect 10 years of their cash flow needs with investments in bonds in order to ensure that stocks do not need to be sold at inopportune times. In…
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Under the Radar

Under the Radar

Home Country Bias is defined as investors’ natural tendency to be most attracted to companies in domestic markets because they are familiar. Small foreign companies comprise 79% of the global investment opportunity set, but only 2% of all investment industry products are focused in this…
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Year in Review

2016 – Year in Review

“It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.” -Mark Twain Surprise /sə(r)ˈprīz/ – An unexpected or astonishing event, fact, or thing. 2016 was a year of surprises from start to finish. It…
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The Trump Card

The Trump Card

To many, this election season feels different from any election cycle in recent history. Some are concerned that if Trump wins the election, he could upset financial markets like he has upset the Republican Party establishment. Andrew Jackson was the first one to think up…
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