McLean Asset Management

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…

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Don’t Split Up Your Portfolio

By McLean Asset Management / July 2, 2018 /

Occasionally, we get questions from clients about whether it would make sense for them to manage the bond portion of their portfolio, while we manage the stock portion of the portfolio. After all, we’ve been in a pretty low interest rate environment for a while now, and bond returns aren’t adding much to the portfolio.…

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Terms and Conditions

By McLean Asset Management / June 8, 2018 /

If you require any more information or have any questions about our Terms and Conditions, please feel free to contact us by email at yourteam@mcleanam.com. Introduction These terms and conditions govern your use of this website; by using this website, you accept these terms and conditions in full and without reservation. If you disagree with…

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The Dangers of Putting Our Faith in Statistics

By McLean Asset Management / April 28, 2017 /

Most people try to avoid thinking about statistics, but they’re part of everything we do in investing. When other people get around to thinking about statistics, they often end up thinking about them the wrong way. Most people assume the most important numbers of any data set are the average, median, and standard deviation, and…

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Review:  Are thematic ETFs gimmicks or smart strategic plays?

By McLean Asset Management / April 28, 2017 /

Investment companies are incredibly creative, especially when it comes to new ways to make money. There’s always some new investment trend, and investment companies are more than happy to oblige. They don’t really care if something is a particularly good idea – they just want to help you, the investor. And obviously they should be compensated…

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Review: Which of these 6 paths will you take in retirement?

By McLean Asset Management / April 28, 2017 /

As this article makes clear, everyone wants something different out of retirement. Figuring out exactly what you want can be incredibly difficult, but it’s one of the most important things you can do when preparing for retirement. Your retirement income plan should be built around providing you the income to do what you want in…

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Occam’s Razor: One of the Most Successful Active Managers of All Time Shows Why Active Management Doesn’t Work

By McLean Asset Management / April 21, 2017 /

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 management landscape. This newsletter…

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2017 – Q1 Quarterly Market Review

By McLean Asset Management / April 19, 2017 /

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.…

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Indexes 101, Part 3: The Birth and Evolution of Index Investing

By McLean Asset Management / April 18, 2017 /

  According to legend, a pharmacist by the name of John Pemberton was looking for a cure for the headache when he first tried blending Coca leaves with Cola nuts. Pemberton couldn’t have known this recipe would eventually reach the heights of fame, even though Coca-Cola® never ended up achieving his original goal. This story…

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