McLean Asset Management

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…

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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…

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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.…

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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…

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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 / Comments Off on Don’t Split Up Your Portfolio

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. It’s relatively simple to buy some bonds and build a bond ladder or buy a few mutual funds that reasonably mirror the funds that…

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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 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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How Much Will I Spend in Retirement?

By McLean Asset Management / January 12, 2018 / Comments Off on How Much Will I Spend in Retirement?

Most people are focused on saving for retirement so they’ll have the money they need to fund their income in retirement. However, ask most people how much they’re going to spend in retirement, and they have no idea. To plan for retirement effectively, you need to have some sense of what your spending needs are…

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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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