McLean Asset Management

Stocks get all the attention. They have big, flashy returns, there’s always something happening, and you can use them to tell pretty much any story you want about the markets. Bonds may not be as flashy, but they form the bedrock of your portfolio. They are the anchor that keeps your investments grounded while your stocks…

Investing is the best way to build wealth and outpace inflation. But how do you do it? Many have tried to time the market, but history tells us this is not the best method. Instead, a much more sustainable and efficient manner of getting started is to construct a well-diversified portfolio that is suitable, given your risk tolerance and time horizon.

As a young adult, prioritizing your long-term financial goals can be daunting. The good news is you can navigate through it with some basic planning. Here are some savings strategies, listed in descending order of priority:

Selecting an insurance product can be a daunting task. With so many options, it may be confusing to know which direction to take. There are several types of insurance products out there, and this article will give you a brief overview of the most common ones.

The decision to become a homeowner is not one to take lightly. It can be both exciting and burdensome and is a personal decision as much as a financial decision. Buying a home is likely one of the most significant purchases you will make, so the question then becomes, When should you buy and when should you rent?

Retirees can take two main approaches to spend from portfolios. The first is to focus on income and dividends produced in the portfolio, a.k.a. “income investing.” The second is to sell assets as appropriate to meet spending needs. From your portfolio’s point of view, they’re basically the same thing. There is no economic difference between…

When building an investment portfolio for wealth accumulation, the primary focus is maximizing returns while managing risk. However, in retirement planning, the goal shifts from simply growing wealth to ensuring a reliable income stream. This calls for a more strategic approach to asset allocation-one that aligns investment choices with future spending needs. Duration-matched bonds offer…