McLean was recently named one of the 2025 Best Places to Work in Virginia. The annual list of the Best Places to Work in Virginia was created by Virginia Business Magazine and Best Companies Group. This is the 5th year that McLean has been named to the list! This statewide survey and awards program is…

Uncertainty tends to make people uncomfortable-and that’s understandable. When you’re approaching retirement or already living it, unpredictability isn’t exactly welcome. You want to know your income will last, that your plan will work, and that you’re making smart decisions with what you’ve saved. But here’s something that might feel counterintuitive: a little uncertainty is not…

If you’re nearing retirement, every market dip can feel personal. You’ve worked hard to build your nest egg, and watching it shrink-temporarily or not-can trigger a cascade of emotion-driven decisions. It’s easy to blame the economy or world events for declining portfolio values. But often, the bigger threat to long-term returns isn’t what’s happening outside-it’s…

Periods of market volatility can be unsettling, especially for those nearing or already in retirement. After decades of saving and careful planning, watching your portfolio fluctuate can feel like the ground shifting beneath your feet. But market ups and downs are a normal part of investing, and staying invested through those swings is one of…

You’ve mapped out your retirement plan, run the numbers, and set your sights on a future of financial security. But what if the biggest threat to your success isn’t the market, inflation, or unexpected expenses-but rather your own mind? Without realizing it, the way we think and make decisions can quietly undermine even the best-laid…

Jessica Wunder, a McLean Principal, was recently ranked on the 2025 Top Woman Wealth Advisor Best-In-State in Virginia list. The annual list was published by Forbes and Shook Research. The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data learned through…

Planning for retirement is vitally important. And with something this important, many of us want a sense of control. We want to know that our retirement income plan covers all the bases, and that it will smoothly take us through to a successful retirement. But, for most of us, that’s not how it’s going to play out. 

The start of a new year often brings reflections on the past and resolutions for the future. It also inevitably sparks a wave of financial predictions about where the markets are headed. While these forecasts might sound compelling, it’s essential to understand their limitations and focus on strategies that genuinely help you achieve your goals,…

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…