McLean Asset Management

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…

Media outlets are in the business of enticing you to consume their content. Headlines are a primary way to get you to click and drive traffic. So rather than rummaging through your portfolio looking for trouble when headlines make you anxious, turn to your investment plan instead. Hopefully, your plan is designed with your long-term…

Cognitive decline doesn’t necessarily happen overnight. There is a continuum of deterioration ranging from mild impairment to dementia. Planning for your own cognitive decline is an essential component of your financial plan and can have significant implications if not done in a timely manner. It is vital to consider whether you are prepared if something…

Retirement accounts are powerful savings tools. Whether it’s an IRA, 401(k), or 403(b), they can help you minimize the impact of taxes and get the most out of your savings. But you have a choice to make. There are (basically) two types of retirement accounts: traditional and Roth. The difference between these two accounts comes…

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.    …

As we approach the end of the year, there is still time to take advantage of tax-saving opportunities. This article outlines a few things to investigate before December 31. We recommend you consult your professional advisors before implementing any strategy to ensure alignment with your personal circumstances. Employer Retirement Plan Contributions Now is the time…

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…

Getting taxed once is hard enough, but getting hit a second time on the same dollars? That’s enough to give even a compliant taxpayer the urge to toss crates of tea into Boston Harbor. Whether double taxation like the gift tax is morally right or not is a topic for someone else to tackle. But if you…

Medicare beneficiaries can join, switch, or drop a plan during the annual Open Enrollment Period, which runs from October 15 – December 7, 2022. Each year, Medicare plan costs and coverage typically change. In addition, your healthcare needs or network of doctors may have changed over the past year. Also known as Medicare’s annual election…