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All Thought Leadership Posts

Nov 15 2016
0

How to Use Life Insurance

By Bob French | Investment Advice, Retirement Insights, Financial Planning, Insurance, Export2 | No Comments

Life insurance can be confusing. Especially since so many people want it to be. But it doesn’t need to be. Life insurance is one of the simplest financial tools out…

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Oct 11 2016
0

Occam’s – You Can’t Time the Markets

By Bob French | Investment Advice, Retirement Insights, Active vs. Passive, Market Basics, Occam's Razor, Export2 | No Comments
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...
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May 03 2016
0

Consistently Successful Active Managers Are ‘Rarer Than Rare’

By Bob French | Investment Advice, Retirement Insights, Active vs. Passive, Market Basics, Export2 | No Comments

The following excerpt is from our ebook “12 Principles of Intelligent Investors,” which you can download here. Want to get better at investing? Are you looking for simple, approachable ways…

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Nov 05 2015
0

Picture Perfect: Why You Should Have a Financial Plan

By Jessica Wunder, CFP® | Investment Advice, Retirement Insights, Export2 | One Comment

The following article is an excerpt from our ebook, “How to Develop a Successful Financial Plan and How an Advisor Can Help,” which you can download here. Imagine you’re a…

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Oct 30 2015
0
protecting your assets and making your wishes known

Protecting Your Assets and Making Your Wishes Known

By Bob French | Investment Advice, Retirement Insights, Export2 | No Comments

A lot of things get lumped under the broad title of estate planning. Not only are you arranging the financial aspects of your estate, but you’re letting everyone know your…

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Oct 13 2015
0
Organizing Your Finances After a Chronic Illness

Organizing Your Finances After a Chronic Illness

By Jessica Wunder, CFP® | Investment Advice, Retirement Insights, Export2 | No Comments

Chronic illness is life-changing. When it comes to medical expense coverage, you might be looking at new regulations on the kinds of treatments available to you, the physicians you meet…

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Aug 26 2015
0
Total Returns vs Income Investing

Total Return vs Income Investing: Same, but Different

By Bob French | Investment Advice, Retirement Insights, Export2 | No Comments

Retirees can take two main approaches to spending from portfolios. The first is to focus on income and dividends produced in the portfolio, a.k.a. “income investing.” The second is to…

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Quote of the Day

“The stock market serves as a relocation center at which money is moved from the active to the patient.”

— Warren Buffett

Our Latest Thinking

  • Occam’s – Is the Value Premium Pining for the Fjords? January 15, 2021
  • 2020 – Q4 Quarterly Market Review January 13, 2021
  • Occam’s – What Do Low Interest Rates Mean for Stock Returns? October 14, 2020

Our Office Locations

locations_VA 1900 Gallows Rd, Suite 350, Tysons, VA 22182
P: (703) 827-0636 | F: (703) 556-8628

locations_NH 264 South River Rd, Bedford, NH 03110
P: (603) 413-6060 | F: (703) 556-8628

Call Us Toll Free (866) 827-0636

About McLean Asset Management Corporation

Headquartered in Tysons, Virginia, and with offices in New Hampshire, McLean Asset Management Corporation was founded in 1984 and offers retirement planning, including wealth management and investment advice, to individuals and employer retirement plans. We are registered investment advisers who take seriously our Fiduciary Standard of Care duties.

© 2021 McLean Asset Management. All rights reserved.
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  • For Individuals
    • Retirement Income Distribution
    • Creating and Maintaining Your Portfolio
    • Wealth Management
  • For Employers
    • Overview
    • Business Owners
    • Simplify Your 401(k)
    • Risk Management
    • Working with McLean
    • Retirement Plan Process
  • About McLean
    • Our Process
    • Your Team
    • Giving Back
  • Blog
    • Investment Advice
    • Retirement Insights
    • Occam’s Razor