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All Thought Leadership Posts

Apr 06 2020
0

2020 – Q1 Quarterly Market Review

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

Q1 2020 – Quarterly Market Review

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Apr 02 2020
0

CARES Act Provides Relief to Individuals and Businesses

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

On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. Major relief provisions are summarized here.

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Mar 09 2020
0

Unpacking Today’s Market Return

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

Today, March 9th, 2020, was a bad day for the market returns. There are four main elements to this story that I want to pick apart…

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Feb 28 2020
0

What to Make of Market Volatility

By Alex Murguia, PhD | Investment Advice, Retirement Insights | No Comments

In recent days, the significant market decline has resulted in renewed anxiety for many of you. While it may be difficult to remain calm during a substantial market decline, it is important to remember that volatility is a normal part of investing.

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Feb 28 2020
0

Lessons for the Next Crisis

By Alex Murguia, PhD | Investment Advice, Retirement Insights | No Comments

We wrote this in 2017 and it remains just as relevant today. In early October 2007, the S&P 500 Index hit what was its highest point before losing more than…

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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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Quote of the Day

“I take the market-efficiency hypothesis to be the simple statement that security prices fully reflect all available information.”

— Eugene Fama

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