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…

Retirement is often painted as a picture of freedom: long mornings with coffee and no alarm clock, spontaneous travel, time to read, relax, and finally catch up on the things you never had time for. And while all that sounds great, the reality of retirement is a little more nuanced. Once the novelty wears off,…

Gone are the days of gold watches and a permanent tee time. Today, retirement isn’t so much a finish line as it is a mindset shift from “What do I have to do?” to “What do I want to do?” Maybe you’ll keep working, but on your terms. Maybe you’ll travel, volunteer, or finally pick…

If it feels like there’s a new investment idea popping up every week, you’re not imagining it. From cryptocurrencies and thematic ETFs to private placements and managed futures, today’s investment landscape is overflowing with options. But just because an opportunity sounds promising, or everyone else seems to be getting in, doesn’t mean it’s the right…

If you’re an investor today, you’re likely swimming in opportunities. There’s no shortage of funds, factors, or financial innovations vying for a spot in your portfolio. But with so many options (and so much buzz), it can be hard to separate what’s truly valuable from what’s simply trending. To decide what earns a seat in…

Social Security is one of the most reliable components of a retirement income plan. It’s guaranteed for life, adjusts with inflation, and provides a steady income stream no matter what’s happening in the markets. As a result, Social Security benefits help manage longevity risk, inflation risk, and market risk. But while the benefit itself is…

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…

People seem to think commodities (especially gold) are suitable guards against inflation. They are often touted as an effective tool for protecting wealth from rising prices. However, history has shown that using gold and other commodities to offset inflation poses significant challenges. Commodities differ from a lot of other strategies you hear about in one…

McLean was recently named one of the 2025 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 5th year that McLean has been named to the list! This statewide survey and awards program is…