McLean Asset Management

Q2 Quarterly Market Review

By McLean Asset Management / July 9, 2024 / Comments Off on Q2 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. Download Quarterly…

Read More

Jessica Wunder Ranked as a 2024 “Advisor to Watch”

By McLean Asset Management / June 26, 2024 / Comments Off on Jessica Wunder Ranked as a 2024 “Advisor to Watch”

Jessica Wunder, a McLean Principal, was recently named a 2024 Advisor to Watch by AdvisorHub. The ranking of “Advisors to Watch” is based on: Scope of practice measured by assets, production, and level of service; Growth of practice consisting of year-over-year growth in assets, households, and production; and lastly Professionalism includes regulatory records, community service,…

Read More

5 Ways You May Be Sabotaging Your Retirement

By McLean Asset Management / June 5, 2024 / Comments Off on 5 Ways You May Be Sabotaging Your Retirement

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…

Read More

2024 – Q1 Quarterly Market Review

By McLean Asset Management / April 11, 2024 / Comments Off on 2024 – Q1 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. Download Quarterly…

Read More

Jessica Wunder Ranked as a 2024 Best-in-State Wealth Advisor

By McLean Asset Management / April 10, 2024 / Comments Off on Jessica Wunder Ranked as a 2024 Best-in-State Wealth Advisor

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.…

Read More

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

By McLean Asset Management / March 6, 2024 / Comments Off on 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…

Read More

Jessica Wunder Ranked as a Top Woman Wealth Advisor in Virginia

By McLean Asset Management / February 14, 2024 / Comments Off on 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…

Read More

McLean Asset Management Named a Best Place to Work in Virginia

By McLean Asset Management / February 5, 2024 / Comments Off on McLean Asset Management Named a Best Place to Work in Virginia

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…

Read More

The Most Important Investment Decision You’ll Ever Make About Your Portfolio

By McLean Asset Management / February 2, 2024 / Comments Off on The Most Important Investment Decision You’ll Ever Make About Your Portfolio

When most people think about investing, they think about everything that doesn’t matter. They’re caught up in the minutiae: What fund should I own? What were sales of the new iPhone like? What sector is going to take off this fall? But that’s not really what determines your portfolio’s fate. What really matters is your…

Read More