McLean Asset Management
This report features world capital market performance for the past year. [button color=’extra-color-4′ hover_text_color=”#fff” size=”large” url=”https://www.mcleanam.com/wp-content/uploads/2019/01/Q4-2018-Quarterly-Market-Review.pdf” text=”Download the Annual Market Review 2018″ color_override=”” image=”download”] Have any questions about the review? [button color=”extra-color-1″ hover_text_color_override=”#fff” size=”large” url=”https://www.mcleanam.com/home/contact-us/” text=”Contact McLean” color_override=”” image=”steadysets-icon-bookmark”]
Read MoreThis 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. [button…
Read MoreEveryone likes the markets when stocks are going up. We’re all getting the returns that we are “supposed” to be receiving for putting our money at risk. Naturally, we aren’t big fans of the market when stocks start falling. Unfortunately, stocks are “supposed” to go up and down – a lot. The financial markets are…
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Incorporating charitable giving strategies (for those who are already charitably inclined) can help optimize your retirement plan while supporting your preferred organizations. This article will provide background on charitable tax deductions and provide an overview of sophisticated giving strategies and how they can benefit donors and beneficiaries. Before we get into specifics, a caveat: the…
Read MoreThis 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.…
Read MoreWHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor is a term used to “shave off” or dismiss superfluous explanations for a given event. This concept is largely ignored within the investment…
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Occasionally, we get questions from clients about whether it would make sense for them to manage the bond portion of their portfolio while we manage the stock portion of the portfolio. It’s relatively simple to buy some bonds and build a bond ladder or buy a few mutual funds that reasonably mirror the funds that…
Read MoreIf you require any more information or have any questions about our Terms and Conditions, please feel free to contact us by email at yourteam@mcleanam.com. Introduction These terms and conditions govern your use of this website; by using this website, you accept these terms and conditions in full and without reservation. If you disagree with…
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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…
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