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All Thought Leadership Posts

Aug 14 2012
0
Occam's Razor

Occam’s August 2012 – A-Special-Bulletin

By Alex Murguia | Investment Advice, Retirement Insights, Occam's Razor | No Comments
A Special Bulletin This edition of Occam’s Razor is dedicated to informing our clients and readers about upcoming advancements McLean Asset Management Corporation will be implementing over the coming months...
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Jun 18 2012
0
Occam's Razor

Occam’s June 2012 – Goldman’s Omerta

By Alex Murguia | Investment Advice, Retirement Insights, Occam's Razor | No Comments
We’ve all been there before.  Stuck in a bad job with a horrible boss, dreaming of the day when you could give them a piece of your mind.  Most of...
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May 03 2012
0
Occam's Razor

Occam’s May 2012 – Goldman’s Omerta

By Alex Murguia | Investment Advice, Retirement Insights, Occam's Razor | No Comments
We’ve all been there before.  Stuck in a bad job with a horrible boss, dreaming of the day when you could give them a piece of your mind.  Most of...
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Mar 24 2012
0
Occam's Razor

Occam’s March 2012 – Oscars, Moneyball, and a Measure of Our Trading Advantage

By Alex Murguia | Investment Advice, Retirement Insights, Occam's Razor | No Comments
Oscar season has come and gone.  The Academy has revealed which movies their superior palate has deemed the best, and subtly let us know that disagree-ment is synonymous with a...
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Sep 16 2011
0

McLean Asset Management Corporation Named Premier Advisory Firm by NABCAP

By Cathy Rieder | Investment Advice, Retirement Insights | No Comments
Click here to download the PDF version of this press release. Firm selected by National Association of Board Certified Advisory Practices as one of elite wealth management practices in Greater...
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Jan 02 2006
0

An Active Approach to Indexing – Journal of Financial Service Professionals

By Alex Murguia | Investment Advice, Retirement Insights, Media Mentions | No Comments
Download PDF Abstract: Due to the impressive growth and impact of indexing within client portfolios, an overall assessment of its advantages, disadvantages, and future directions is warranted. First, we briefly...
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Nov 03 2005
0

Analyzing Fixed-Income Securities and Strategies – Journal of Financial Service Professionals

By Alex Murguia | Investment Advice, Retirement Insights, Media Mentions | No Comments
Download PDF Executive Summary Fixed-income instruments are largely used within a portfolio to reduce volatility and provide a more consistent distribution stream for clients. Holding non-callable instruments backed by the...
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Jan 04 2004
0

An Alternative Look at Hedge Funds – Journal of Financial Service Professionals

By Alex Murguia | Investment Advice, Retirement Insights, Media Mentions | No Comments
Download PDF Executive Summary Investment advisors cite the need for diversification as a major reason to include hedge funds in client portfolios. Relying on simple return data and traditional evaluation...
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Quote of the Day

“Doubt is not a pleasant condition, but certainty is an absurd one.”

— Voltaire

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

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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

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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