McLean Asset Management

A Tax on Giving – Understanding the Gift Tax Rules

By McLean Asset Management / October 3, 2022 / Comments Off on A Tax on Giving – Understanding the Gift Tax Rules

Getting taxed once is hard enough, but getting hit a second time on the same dollars? That’s enough to give even a compliant taxpayer the urge to toss crates of tea into Boston Harbor. Whether double taxation like the gift tax is morally right or not is a topic for someone else to tackle. But if you…

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Medicare Open Enrollment 2022

By McLean Asset Management / August 23, 2022 /

Medicare beneficiaries can join, switch, or drop a plan during the annual Open Enrollment Period, which runs from October 15 – December 7, 2022. Each year, Medicare plan costs and coverage typically change. In addition, your healthcare needs or network of doctors may have changed over the past year. Also known as Medicare’s annual election…

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Occam’s – How Buffer Assets Might Be Able to Help Your Retirement

By McLean Asset Management / July 22, 2022 /

Planning for retirement is vitally important. And with something this important, many of us want a sense of control. We want to know that our retirement income plan covers all the bases, and that it will smoothly take us through to a successful retirement. But, for most of us, that’s not how it’s going to play out. 

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2022 – Q2 Quarterly Market Review

By McLean Asset Management / July 15, 2022 /

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…

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What Does Retirement Mean?

By McLean Asset Management / July 1, 2022 / Comments Off on What Does Retirement Mean?

Retirement has changed. It’s no longer about getting your gold watch and playing golf all the time. Retirement is now a frame of mind – you’re retired when you can do what you want. It doesn’t necessarily have anything to do with whether you are drawing a paycheck or not. Retirement is the freedom to…

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Maintaining Your Portfolio is a Rebalancing Act

By McLean Asset Management / June 2, 2022 /

Markets bounce around. That’s just what they do. If they didn’t, they wouldn’t reflect our ever-changing world. As a result, your portfolio bounces around, too, which means your portfolio will eventually look different than it did when you started. Specifically, you’ll be taking the wrong amount of risk. We will want to bring your portfolio…

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The Art of Asset Location

By McLean Asset Management / June 1, 2022 /

You’ve probably heard a realtor or businessperson tell you that the three most important factors in determining a property’s value are location, location, and location. It seems crazy when you think about it, but it is so true. There’s a similar rule for investments: asset location. We are constantly looking for the best asset location within…

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Dealing with Market Volatility

By McLean Asset Management / May 10, 2022 /

Recently the markets have been choppy, resulting 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. Additionally, for long-term investors, reacting emotionally to volatile markets may be more detrimental to portfolio…

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Occam’s – Inflation and Your Retirement Plan

By McLean Asset Management / April 19, 2022 /

Planning for retirement is vitally important. And with something this important, many of us want a sense of control. We want to know that our retirement income plan covers all the bases, and that it will smoothly take us through to a successful retirement. But, for most of us, that’s not how it’s going to play out. 

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