McLean Asset Management

It’s important to you and your investments that you understand the basics of how indexes and index funds work. What Is an Index Anyway? In the words of Lewis Carroll, let’s “begin at the beginning” with a simple definition. An index keeps track of returns generated by a basket of securities, and it’s put together…

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. Download Quarterly…

AdvisorHub, a leading platform for financial advisors, has named Jessica Wunder a “Woman to Watch” in 2023. This award recognizes women in the industry who are building growing, thriving practices that stand out from their competition. Jessica is a Principal at McLean, working with individuals and families to plan for their financial futures. As a…

Social Security income is a significant retirement asset that, for most Americans, serves as a core component of their retirement plan. As a government-backed, inflation-adjusted monthly income for life, these benefits help manage longevity, inflation, and market risks. Those who qualify for retirement benefits can claim as early as 62 and as late as 70.…

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. Download Quarterly…

Media outlets are in the business of enticing you to consume their content. Headlines are a primary way to get you to click and drive traffic. So rather than rummaging through your portfolio looking for trouble when headlines make you anxious, turn to your investment plan instead. Hopefully, your plan is designed with your long-term…

Cognitive decline doesn’t necessarily happen overnight. There is a continuum of deterioration ranging from mild impairment to dementia. Planning for your own cognitive decline is an essential component of your financial plan and can have significant implications if not done in a timely manner. It is vital to consider whether you are prepared if something…

Retirement accounts are powerful savings tools. Whether it’s an IRA, 401(k), or 403(b), they can help you minimize the impact of taxes and get the most out of your savings. But you have a choice to make. There are (basically) two types of retirement accounts: traditional and Roth. The difference between these two accounts comes…

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.    …