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All Thought Leadership Posts

Feb 27 2020
0

The Coronavirus and Your Investments

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

The Coronavirus is scary. Aside from the reasonable health precautions that you should be taking, what should you be doing to protect your investments from the disruptions that the Coronavirus may cause?

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Jan 14 2020
0

Are Stocks Safer in the Long-Term?

By Bob French, CFA | Investment Advice, Retirement Insights, Occam's Razor | No Comments

When you’re investing, you need to focus on the long-term. This is one of those pieces of received wisdom that everyone has heard, and most people at least pretend to…

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Jan 08 2020
0

2019 – Q4 Quarterly Market Review

By Paula Friedman, CFP®, AIF®, CPFA | Investment Advice, Retirement Insights | No Comments

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…

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Jan 08 2020
0

The Secure Act and Your Retirement

By Kyle Meyer | Investment Advice, Retirement Insights | No Comments

At the end of last year, Congress passed a bipartisan spending bill. Included in this bill is the Setting Every Community Up for Retirement Enhancement Act, also known as the…

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Oct 11 2019
0

How to Create Reliable Income Sources with Bond Ladders, SPIA’s and DIA’s

By Kyle Meyer | Investment Advice, Retirement Insights, Occam's Razor | No Comments

“You know…it is a lot different when you are actually retired.” The above quote from a recently retired client points to the challenges of retirement. The change from working and…

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Oct 10 2019
0

2019 – Q3 Quarterly Market Review

By Paula Friedman, CFP®, AIF®, CPFA | Investment Advice, Retirement Insights, Market Reviews | No Comments

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…

Read More
Sep 09 2019
0

Qualified Opportunity Funds: Great Tax Saving Opportunity or Too Much Risk?

By Kyle Meyer | Investment Advice, Retirement Insights | No Comments

Qualified Opportunity Funds (QOFs) have received a lot of attention in the press lately and the expectation is that you will hear more about these funds by year end.   Most…

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Aug 29 2019
0

TSP Modernization Act

By Alana Light, CFP | Investment Advice, Retirement Insights | No Comments

Monday (August 5th, 2019) was a chaotic day for both the world economy and markets. We want to break down what’s happened, and how that will likely impact your investments.

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Aug 06 2019
0

What Does it Mean to Call China a Currency Manipulator?

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

Monday (August 5th, 2019) was a chaotic day for both the world economy and markets. We want to break down what’s happened, and how that will likely impact your investments.

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Jul 15 2019
0

Ignore the Financial Media

By Bob French, CFA | Investment Advice, Retirement Insights | 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,…

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Quote of the Day

“The surest way to find an actively managed fund that will have top-quartile returns is to look for a fund that has bottom-quartile expenses.”

— Burton Malkiel

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.
Privacy Policy | Disclosure | Business Continuity Plan | Form ADV 2A | Form ADV 3

  • 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