One of the biggest mistakes investors make is assuming that retirement changes how much risk they should take without first considering why they are investing in the first place. Throughout your career, your portfolio has one primary objective. It works alongside your regular savings to build wealth over time. Every paycheck, bonus, and retirement plan…

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. Download Quarterly…

The anticipation surrounding the SpaceX IPO was unlike anything the market had seen in years. Investors had waited more than two decades for the opportunity to buy shares in one of the world’s most recognizable private companies. Demand was extraordinary, the media covered every development, and many investors worried they would lose their chance if…

Building wealth and keeping wealth often require different strategies. Once a portfolio reaches a certain size, taxes begin to matter almost as much as investment returns. That is one reason direct indexing has become one of the fastest-growing investment strategies among affluent investors. Few investment innovations have had a bigger impact on long-term investors than…

Social Security is often viewed as a monthly paycheck that replaces part of the income earned during a career. As a result, many discussions focus on when to claim benefits. While the timing of that decision is important, it only scratches the surface of what Social Security contributes to a retirement plan. The age at…

A central component of retirement income planning is estimating how much you can spend without running out of money. Equally important, however, is deciding where that income should come from. One way to think about retirement income is to assign a specific job to each source of income. Guaranteed income may be best suited to…

A retirement plan is built on a series of assumptions. Investment returns, inflation, healthcare costs, life expectancy, and spending all influence whether a retirement strategy succeeds over the long term. One assumption, however, receives far less attention even though it can potentially reshape nearly every aspect of a couple’s financial plan. At some point, one…

Jessica Wunder, a McLean Managing Principal, was recently ranked on the 2026 AdvisorHub 50 Women RIAs to Watch list. This ranking recognizes 50 female RIAs who represent efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth. The annual list was published by AdvisorHub on April 8,…

Have you ever taken a “staycation” where you vacation at home and found yourself surprisingly bored by the end of it? The first few days are easy. You sleep in a little, catch up on things around the house, run errands you’ve been putting off, and generally enjoy the freedom of having nowhere you need…