McLean Asset Management

Whether caring for an aging parent, a spouse with a chronic illness, or a child with special needs, caregivers play a crucial role in providing physical, emotional, and sometimes financial support to their loved ones. The role of the caregiver can take on countless shapes and forms and may impact the caregiver’s life in various…

This report features world capital market performance and a timeline of events for the past 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 impact of globally diversified portfolios and features a quarterly topic. Download Quarterly…

Retirement is a significant life transition that marks a shift from accumulating wealth to managing it for sustainable income. While this might seem straightforward, it’s essential to grasp the unique risks retirees face compared to those still in the workforce. These risks highlight why retirement income planning is distinct from traditional wealth management. In this…

There are few things more rewarding than giving your resources in a way that has a positive and profound impact on the lives of others. Fortunately, the IRS encourages this type of generosity by classifying donations to qualified charities as tax-deductible. As a result, it’s possible to “do good while doing well.” But what if…

Tax loss harvesting can be an incredibly powerful way to reduce your tax bill and keep more money invested and working for you. Tax loss harvesting involves realizing losses from your investment portfolio that can be used to offset gains from your portfolio, or even your regular income. While many people don’t like the idea…

This report features world capital market performance and a timeline of events for the past 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 impact of globally diversified portfolios and features a quarterly topic. Download Quarterly…

AdvisorHub, a leading platform for financial advisors, has named Jessica Wunder a “Woman to Watch” in 2023. This award recognizes women in the industry who are building growing, thriving practices that stand out from their competition. Jessica is a Principal at McLean, working with individuals and families to plan for their financial futures. As a…

Social Security income is a significant retirement asset that, for most Americans, serves as a core component of their retirement plan. As a government-backed, inflation-adjusted monthly income for life, these benefits help manage longevity, inflation, and market risks. Those who qualify for retirement benefits can claim as early as 62 and as late as 70.…

This report features world capital market performance and a timeline of events for the past 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 impact of globally diversified portfolios and features a quarterly topic. Download Quarterly…