There’s a lot of information out there these days on retirement income planning. Everybody is offering advice, and a lot of it is really good. Yet it seems that no matter how much information is out there, people are still hitting retirement with little or no preparedness at all. Here are five of the most…

We use models every day to make decisions-from simple ones like “nachos taste good” to complex ones like quantum mechanics. Models help us understand and navigate the world. However, no model is perfect. They’re simplified representations of reality and come with limitations. Overconfidence in a model can lead to mistakes, so it’s crucial to know…

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…

Jessica Wunder, a McLean Principal, was recently named a 2024 Best-In-State Wealth Advisor by Forbes and Shook Research. The ranking of Best-in-State Wealth Advisors is published annually and is based on an algorithm qualitative criteria learned through telephone, virtual, and in-person due diligence interviews and quantitative data such as revenue trends and assets under management.…

Investing is deceptively simple. Until it’s not. As investors, we want to start with the market portfolio-that is, by definition, the most efficient portfolio. But we’ll also want to customize our investments to address our specific situation. For instance, the global bond market is substantially bigger than the global stock market, but most retirement-focused investors’…

McLean was recently named one of the 2024 Best Places to Work for Financial Advisors by InvestmentNews and Best Companies Group. This is the 3rd year McLean has received this recognition! The “Best Places to Work for Financial Advisors” program is a research-driven program designed to recognize exceptional employers in the financial advisory sector who prioritize…

In recent days, the significant market decline has resulted in renewed anxiety for many of you. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing.

Jessica Wunder, a McLean Principal, was recently ranked on the 2024 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…

McLean was recently named one of the 2024 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 4th year that McLean has been named to the list! This statewide survey and awards program is…