It’s important to you and your investments that you understand the basics of how indexes and index funds work. What Is an Index Anyway? In the words of Lewis Carroll, let’s “begin at the beginning” with a simple definition. An index keeps track of returns generated by a basket of securities, and it’s put together…

Inflation is a fact of life. It’s also not so great for retirees. In fact, it’s one of the biggest risks that retirees face. By constantly eating away at the value of our savings and income, inflation will slowly reduce our purchasing power in retirement – if we don’t do anything about it. To put this…

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…

Since its introduction in the 1960s, long-term care (LTC) insurance has evolved significantly to address the changing needs and challenges of supporting aging populations. Initially focused on providing coverage for skilled nursing care following hospital stays, early LTC policies were often inadequate and left many policyholders without the necessary support. This led to a tainted…

AdvisorHub, a leading platform for financial advisors, has named Jessica Wunder a “Woman to Watch” in 2023. This award recognizes women in the industry who are building growing, thriving practices that stand out from their competition. Jessica is a Principal at McLean, working with individuals and families to plan for their financial futures. As a…

Social Security income is a significant retirement asset that, for most Americans, serves as a core component of their retirement plan. As a government-backed, inflation-adjusted monthly income for life, these benefits help manage longevity, inflation, and market risks. Those who qualify for retirement benefits can claim as early as 62 and as late as 70.…

The financial media loves to talk about interest rates. There are a lot of good reasons for this, but two of the big ones are that interest rates are really important, and they’re relatively understandable and have a direct connection to most people’s lives. They are tied to the mortgage rate you can get, the…

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…

Media outlets are in the business of enticing you to consume their content. Headlines are a primary way to get you to click and drive traffic. So rather than rummaging through your portfolio looking for trouble when headlines make you anxious, turn to your investment plan instead. Hopefully, your plan is designed with your long-term…