McLean Asset Management

How Much Will I Spend in Retirement?

By McLean Asset Management / January 12, 2018 / Comments Off on How Much Will I Spend in Retirement?

Most people are focused on saving for retirement so they’ll have the money they need to fund their income in retirement. However, ask most people how much they’re going to spend in retirement, and they have no idea. To plan for retirement effectively, you need to have some sense of what your spending needs are…

Review:  Are thematic ETFs gimmicks or smart strategic plays?

By McLean Asset Management / April 28, 2017 /

Investment companies are incredibly creative, especially when it comes to new ways to make money. There’s always some new investment trend, and investment companies are more than happy to oblige. They don’t really care if something is a particularly good idea – they just want to help you, the investor. And obviously they should be compensated…

Review: Which of these 6 paths will you take in retirement?

By McLean Asset Management / April 28, 2017 /

As this article makes clear, everyone wants something different out of retirement. Figuring out exactly what you want can be incredibly difficult, but it’s one of the most important things you can do when preparing for retirement. Your retirement income plan should be built around providing you the income to do what you want in…

2017 – Q1 Quarterly Market Review

By McLean Asset Management / April 19, 2017 /

This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the performance of globally diversified portfolios and features a topic of the quarter.…

Indexes 101, Part 3: The Birth and Evolution of Index Investing

By McLean Asset Management / April 18, 2017 /

  According to legend, a pharmacist by the name of John Pemberton was looking for a cure for the headache when he first tried blending Coca leaves with Cola nuts. Pemberton couldn’t have known this recipe would eventually reach the heights of fame, even though Coca-Cola® never ended up achieving his original goal. This story…

4 Ways to Manage Sequence of Returns Risk in Retirement

By McLean Asset Management / April 17, 2017 /

Sequence of returns risk, or sequence risk for short, is the risk that you will need to take distributions from your investment portfolio when the market has recently declined. Taking distributions when the market has gone down effectively “costs” more than at other points in time because you are forced to sell your investments at…

Review: Investors flock to ‘macro’ hedge funds, but not only the old guard

By McLean Asset Management / April 14, 2017 /

Looks like certain hedge funds are back in style now. With the constant conveyor belt of hot new investments, as soon as something starts to lose its luster, there’s always something ready to take its place. This time, at least according to the article, it’s macro hedge funds. Macro hedge funds are basically hedge funds that…

Review: 11 ways to reduce next year’s tax bill

By McLean Asset Management / April 13, 2017 /

Hopefully you’ve been able to close the books on last year’s taxes by now. But that doesn’t mean you should ignore them for another year. Now’s the time to make sure that you are doing everything you can to minimize your taxes in the future. This article has some suggestions on how to make sure…

What is the Stock Market?

By McLean Asset Management / April 13, 2017 /

The stock market is confusing. When you talk about it, people tend to nod their heads sagely and make bland comments, like they do with most things relating to the economy. We know it’s important, and most of us hope it will provide us the retirement we want – but we don’t actually understand it,…