McLean Asset Management

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…

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”]

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…

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…

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…

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.…

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…

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…

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.…