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2024 – Q1 Quarterly Market Review
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. Q1 2024…
Read MoreJessica Wunder Ranked as a 2024 Best-in-State Wealth Advisor
Jessica Wunder, a McLean Principal, was recently named a 2024 Best-In-State Wealth Advisor by Forbes and Shook Research. The ranking of Best-in-State Wealth Advisors is published annually and is based on an algorithm qualitative criteria learned through telephone, virtual, and in-person due diligence interviews and quantitative data such as revenue trends and assets under management.…
Read MoreOverweighting US Stocks in Your Portfolio
Investing is deceptively simple. Until it’s not. As investors, we want to start with the market portfolio—that is, by definition, the most efficient portfolio. But we’ll also want to customize our investments to address our specific situation. For instance, the global bond market is substantially bigger than the global stock market, but most retirement-focused investors’…
Read MoreMcLean Asset Management Named a Best Place to Work for Financial Advisors
McLean was recently named one of the 2024 Best Places to Work for Financial Advisors by InvestmentNews and Best Companies Group. This is the 3rd year McLean has received this recognition! The “Best Places to Work for Financial Advisors” program is a research-driven program designed to recognize exceptional employers in the financial advisory sector who prioritize…
Read MoreJessica Wunder Ranked as a Top Woman Wealth Advisor in Virginia
Jessica Wunder, a McLean Principal, was recently ranked on the 2024 Top Woman Wealth Advisor Best-In-State in Virginia list. The annual list was published by Forbes and Shook Research. The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative…
Read MoreMcLean Asset Management Named a Best Place to Work in Virginia
McLean was recently named one of the 2024 Best Places to Work in Virginia. The annual list of the Best Places to Work in Virginia was created by Virginia Business Magazine and Best Companies Group. This is the 4th year that McLean has been named to the list! This statewide survey and awards program is…
Read MoreThe Most Important Investment Decision You’ll Ever Make About Your Portfolio
When most people think about investing, they think about everything that doesn’t matter. They’re caught up in the minutiae: What fund should I own? What were sales of the new iPhone like? What sector is going to take off this fall? But that’s not really what determines your portfolio’s fate. What really matters is your…
Read MoreOccam’s – Financial Support of Adult Children and Your Retirement
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 is a term used to “shave off” or dismiss superfluous explanations for a given event. This concept is largely ignored within the investment management…
Read More2023 – Q4 Quarterly Market Review
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. Q4 Quarterly…
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