McLean Asset Management
This 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 MoreAccording to legend, a pharmacist by the name of John Pemberton was looking for a cure for the headache when he first tried blending Coca leaves with Cola nuts. Pemberton couldn’t have known this recipe would eventually reach the heights of fame, even though Coca-Cola® never ended up achieving his original goal. This story…
Read MoreSequence of returns risk, or sequence risk for short, is the risk that you will need to take distributions from your investment portfolio when the market has recently declined. Taking distributions when the market has gone down effectively “costs” more than at other points in time because you are forced to sell your investments at…
Read MoreLooks like certain hedge funds are back in style now. With the constant conveyor belt of hot new investments, as soon as something starts to lose its luster, there’s always something ready to take its place. This time, at least according to the article, it’s macro hedge funds. Macro hedge funds are basically hedge funds that…
Read MoreHopefully you’ve been able to close the books on last year’s taxes by now. But that doesn’t mean you should ignore them for another year. Now’s the time to make sure that you are doing everything you can to minimize your taxes in the future. This article has some suggestions on how to make sure…
Read MoreThe stock market is confusing. When you talk about it, people tend to nod their heads sagely and make bland comments, like they do with most things relating to the economy. We know it’s important, and most of us hope it will provide us the retirement we want – but we don’t actually understand it,…
Read MoreRemember when the financial media was positively giddy over the fact that the Dow Jones hit 20,000 points earlier this year (and we weren’t so impressed)? In part one of this series, we looked at what exactly the “points” measure in market indexes (not always what you might expect, as it turns out). Today, I…
Read MoreThe financial markets are interesting things. Their direction is largely determined by emotion, yet everyone pretends they are based on cold, hard numbers. Past market behavior is easily quantified, so people feel like if they just study the numbers enough or use the right models, they’ll be able to figure out what will happen next.…
Read MoreThis is one of the best retirement “tips” articles I’ve read in a long time. Retirement is generally pretty straightforward. It’s a lot like losing weight and living a healthier lifestyle. Everyone kind of knows what they need to do to reach their goals, at least in a general way, but very few people actually want…
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