McLean Asset Management

Is It Better to Rent or Buy?

Is It Better to Rent Or Buy?

By McLean Asset Management / October 6, 2020 /

The decision to become a homeowner is not one to take lightly. It can be both exciting and burdensome and is a personal decision as much as a financial decision. Buying a home is likely one of the most significant purchases you will make, so the question then becomes, When should you buy and when should you rent?

Read More

Monte Carlo Simulations vs. Historical Simulations

By McLean Asset Management / February 16, 2019 /

A second approach to studying retirement withdrawal rates is to use Monte Carlo simulations which are parameterized to the same historical data as used in historical simulations. This can be done either by randomly drawing past returns from the historical data to construct 30-year sequences of returns in a process known as bootstrapping, or by…

Read More

Annual Market Review – 2018

By McLean Asset Management / January 14, 2019 /

This report features world capital market performance for the past year.   [button color=’extra-color-4′ hover_text_color=”#fff” size=”large” url=”https://www.mcleanam.com/wp-content/uploads/2019/01/Q4-2018-Quarterly-Market-Review.pdf” text=”Download the Annual Market Review 2018″ color_override=”” image=”download”]   Have any questions about the review? [button color=”extra-color-1″ hover_text_color_override=”#fff” size=”large” url=”https://www.mcleanam.com/home/contact-us/” text=”Contact McLean” color_override=”” image=”steadysets-icon-bookmark”]

Read More

2018 – Q4 Quarterly Market Review

By McLean Asset Management / January 11, 2019 /

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.   [button…

Read More

Occam’s – Should You Try Timing to Avoid Bad Markets?

By McLean Asset Management / January 11, 2019 /

Everyone likes the markets when stocks are going up. We’re all getting the returns that we are “supposed” to be receiving for putting our money at risk. Naturally, we aren’t big fans of the market when stocks start falling. Unfortunately, stocks are “supposed” to go up and down – a lot. The financial markets are…

Read More

Charitable Planning Strategies for the Fragile Decade

By McLean Asset Management / November 19, 2018 /

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 on solving the longevity goal of making sure there is enough money to meet yearly expenses exclusive of other goals, or perhaps it’s skepticism or…

Read More

2018 – Q3 Quarterly Market Review

By McLean Asset Management / October 12, 2018 /

This report features world capital market performance and a timeline of events for the last 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 performance of globally diversified portfolios and features a topic of the quarter.…

Read More

Reports of the Death of Charitable Donations Have Been Greatly Exaggerated

By McLean Asset Management / October 11, 2018 /

Mark Witaschek, CFP®, Rob Cordeau, CFP®, RICP®, Catrina Buxton, CFP®  Some have stated that the new tax law is going to kill charitable donations. While the tax law does hinder some from reaping the tax benefits of charitable donations, there are still a number of ways to capture the deductions to which we’ve grown so…

Read More

Occam’s – The Impact of Unexpected Inflation

By McLean Asset Management / October 11, 2018 /

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, Occam’s Razor is a term used to “shave off” or dismiss superfluous explanations for a given event. This concept is largely ignored within the investment…

Read More