McLean Asset Management
Selecting an insurance product can be a daunting task. With so many options, it may be confusing to know which direction to take. There are several types of insurance products out there, and this article will give you a brief overview of the most common ones.
Read MoreThe 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 MoreRetirees can take two main approaches to spend from portfolios. The first is to focus on income and dividends produced in the portfolio, a.k.a. “income investing.” The second is to sell assets as appropriate to meet spending needs. From your portfolio’s point of view, they’re basically the same thing. There is no economic difference between…
Read MoreA 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 MoreThis 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 MoreThis 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 MoreEveryone 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 MoreIncorporating charitable giving strategies (for those who are already charitably inclined) can help optimize your retirement plan while supporting your preferred organizations. This article will provide background on charitable tax deductions and provide an overview of sophisticated giving strategies and how they can benefit donors and beneficiaries. Before we get into specifics, a caveat: the…
Read MoreThis 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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