McLean Asset Management
Everyone 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…
Read MoreInvestment 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…
Read MoreAs 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…
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