McLean Asset Management

2023 – Q2 Quarterly Market Review

By McLean Asset Management / July 11, 2023 / Comments Off on 2023 – 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…

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Jessica Wunder Named one of 50 “Women Advisors to Watch” by AdvisorHub

By McLean Asset Management / June 22, 2023 / Comments Off on Jessica Wunder Named one of 50 “Women Advisors to Watch” by AdvisorHub

AdvisorHub, a leading platform for financial advisors, has named Jessica Wunder a “Woman to Watch” in 2023. This award recognizes women in the industry who are building growing, thriving practices that stand out from their competition. Jessica is a Principal at McLean, working with individuals and families to plan for their financial futures. As a…

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Social Security and Your Retirement Plan

By McLean Asset Management / May 30, 2023 / Comments Off on Social Security and Your Retirement Plan

Social Security income is a significant retirement asset that, for most Americans, serves as a core component of their retirement plan. As a government-backed, inflation-adjusted monthly income for life, these benefits help manage longevity, inflation, and market risks. Those who qualify for retirement benefits can claim as early as 62 and as late as 70.…

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2023 – Q1 Quarterly Market Review

By McLean Asset Management / April 13, 2023 / Comments Off on 2023 – 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…

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When Headlines Worry You, Bank on Investment Principles

By McLean Asset Management / April 5, 2023 / Comments Off on When Headlines Worry You, Bank on Investment Principles

Media outlets are in the business of enticing you to consume their content. Headlines are a primary way to get you to click and drive traffic. So rather than rummaging through your portfolio looking for trouble when headlines make you anxious, turn to your investment plan instead. Hopefully, your plan is designed with your long-term…

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Planning for Cognitive Decline

By McLean Asset Management / March 2, 2023 / Comments Off on Planning for Cognitive Decline

Cognitive decline doesn’t necessarily happen overnight. There is a continuum of deterioration ranging from mild impairment to dementia. Planning for your own cognitive decline is an essential component of your financial plan and can have significant implications if not done in a timely manner. It is vital to consider whether you are prepared if something…

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2022 – Q4 Quarterly Market Review

By McLean Asset Management / January 23, 2023 /

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.    …

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2022 Year-End Tax Planning Reminders

By McLean Asset Management / November 3, 2022 / Comments Off on 2022 Year-End Tax Planning Reminders

As we approach the end of the year, there is still time to take advantage of tax-saving opportunities. This article outlines a few things to investigate before December 31. We recommend you consult your professional advisors before implementing any strategy to ensure alignment with your personal circumstances. Employer Retirement Plan Contributions Now is the time…

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2022 – Q3 Quarterly Market Review

By McLean Asset Management / October 12, 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 Quarterly…

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