McLean Asset Management

2022 – Q1 Quarterly Market Review

By McLean Asset Management / April 14, 2022 /

Q4 2021 – Quarterly Market Review

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The Invasion of Ukraine and your Retirement Plan

By McLean Asset Management / March 2, 2022 /

The Russian invasion of Ukraine is disturbing. An action like this will have a significant impact around the world, and it will undoubtedly have an impact on the global economy. This uncertainty has a lot of people wondering what will happen to their investments and broader retirement income plan. Every situation is unique, but historically…

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Occam’s – Precision and the Retirement Planning Process

By McLean Asset Management / January 14, 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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2021 – Q4 Quarterly Market Review

By McLean Asset Management / January 12, 2022 /

Q4 2021 – Quarterly Market Review

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Occam’s – Inflation

By McLean Asset Management / July 21, 2021 /

Inflation is one of the economic topics that you can count on breaking into the public consciousness regularly. It’s hard not to notice that prices go up over time, and now is one of those times that inflation has come to the fore. We’ve had incredibly low levels of inflation for a while now, and…

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2021 – Q2 Quarterly Market Review

By McLean Asset Management / July 14, 2021 /

Q1 2020 – Quarterly Market Review

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How to Create a Well Balanced Portfolio

How To Create a Well-Balanced Portfolio?

By McLean Asset Management / October 6, 2020 /

Investing is the best way to build wealth and outpace inflation. But how do you do it? Many have tried to time the market, but history tells us this is not the best method. Instead, a much more sustainable and efficient manner of getting started is to construct a well-diversified portfolio that is suitable, given your risk tolerance and time horizon.

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where and how to save

Where and How to Save?

By McLean Asset Management / October 6, 2020 /

As a young adult, prioritizing your long-term financial goals can be daunting. The good news is you can navigate through it with some basic planning. Here are some savings strategies, listed in descending order of priority:

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Insurance

Basic Insurance Types: Protecting Your Financial Future

By McLean Asset Management / October 6, 2020 /

Selecting an insurance product can be a daunting task. With so many options, it may be confusing to know which direction to take. There are several types of insurance products out there, and this article will give you a brief overview of the most common ones.

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