McLean Asset Management Named a Best Place to Work for Financial Advisors

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…

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Jessica Wunder Ranked as a Top Woman Wealth Advisor in Virginia

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…

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2023 – Q4 Quarterly Market Review

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. Q4 Quarterly…

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The Responsibilities of Being a Caregiver

Whether caring for an aging parent, a spouse with a chronic illness, or a child with special needs, caregivers play a crucial role in providing physical, emotional, and sometimes financial support to their loved ones. The role of the caregiver can take on countless shapes and forms and may impact the caregiver’s life in various…

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Occam’s – Do Stocks Get Safer The Longer You Own Them?

WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th-century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor is a term used to “shave off” or dismiss superfluous explanations for a given event. This concept is largely ignored within the investment management…

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2023 – Q3 Quarterly Market Review

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. Q3 Quarterly…

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Changing Risks in Retirement

Retirement is a significant life transition that marks a shift from accumulating wealth to managing it for income. While this might seem straightforward, it’s essential to grasp the unique risks retirees face compared to those still in the workforce. These risks highlight why retirement income planning is distinct from traditional wealth management. In this article,…

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