• (866) 827-0636
  • Careers
  • Client Login
  • Contact Us
McLean Asset ManagementMcLean Asset Management
  • For Individuals
    • Retirement Income Distribution
    • Creating and Maintaining Your Portfolio
    • Wealth Management
  • For Employers
    • Overview
    • Business Owners
    • Simplify Your 401(k)
    • Risk Management
    • Working with McLean
    • Retirement Plan Process
  • About McLean
    • Our Process
    • Your Team
    • Giving Back
  • Blog
    • Investment Advice
    • Retirement Insights
    • Occam’s Razor
  • No menu assigned!

All Thought Leadership Posts

Jan 08 2020
0

The Secure Act and Your Retirement

By Kyle Meyer | Investment Advice, Retirement Insights | No Comments

At the end of last year, Congress passed a bipartisan spending bill. Included in this bill is the Setting Every Community Up for Retirement Enhancement Act, also known as the…

Read More
Oct 11 2019
0

How to Create Reliable Income Sources with Bond Ladders, SPIA’s and DIA’s

By Kyle Meyer | Investment Advice, Retirement Insights, Occam's Razor | No Comments

“You know…it is a lot different when you are actually retired.” The above quote from a recently retired client points to the challenges of retirement. The change from working and…

Read More
Sep 09 2019
0

Qualified Opportunity Funds: Great Tax Saving Opportunity or Too Much Risk?

By Kyle Meyer | Investment Advice, Retirement Insights | No Comments

Qualified Opportunity Funds (QOFs) have received a lot of attention in the press lately and the expectation is that you will hear more about these funds by year end.   Most…

Read More
Nov 19 2018
0

Charitable Planning Strategies for the Fragile Decade

By Kyle Meyer | Investment Advice, Retirement Insights | No Comments

As our clients at McLean Asset Management near retirement, we notice that many do not bring up charitable gifting strategies to help optimize their retirement plans. Perhaps it’s a focus…

Read More
Oct 11 2018
0

Occam’s – The Impact of Unexpected Inflation

By Kyle Meyer | Investment Advice, Retirement Insights, Occam's Razor | No Comments

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,…

Read More

Quote of the Day

“If a man dwells on the past, then he robs the present; but if a man ignores the past, he may rob the future. The seeds of our destiny are nurtured by the roots of our past.”

— Master Po

Our Latest Thinking

  • Occam’s – How Are You Different From the Average Investor? April 16, 2021
  • 2021 – Q1 Quarterly Market Review April 13, 2021
  • What Happened with GameStop
    What Happened With GameStop? February 5, 2021

Our Office Locations

locations_VA 1900 Gallows Rd, Suite 350, Tysons, VA 22182
P: (703) 827-0636 | F: (703) 556-8628

locations_NH 264 South River Rd, Bedford, NH 03110
P: (603) 413-6060 | F: (703) 556-8628

Call Us Toll Free (866) 827-0636

About McLean Asset Management Corporation

Headquartered in Tysons, Virginia, and with offices in New Hampshire, McLean Asset Management Corporation was founded in 1984 and offers retirement planning, including wealth management and investment advice, to individuals and employer retirement plans. We are registered investment advisers who take seriously our Fiduciary Standard of Care duties.

© 2021 McLean Asset Management. All rights reserved.
Privacy Policy | Disclosure | Business Continuity Plan | Form ADV 2A | Form CRS

  • For Individuals
    • Retirement Income Distribution
    • Creating and Maintaining Your Portfolio
    • Wealth Management
  • For Employers
    • Overview
    • Business Owners
    • Simplify Your 401(k)
    • Risk Management
    • Working with McLean
    • Retirement Plan Process
  • About McLean
    • Our Process
    • Your Team
    • Giving Back
  • Blog
    • Investment Advice
    • Retirement Insights
    • Occam’s Razor