Retirement Insights

Jessica Wunder Ranked as a Top Woman Wealth Advisor in Virginia

By McLean Asset Management

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…

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McLean Asset Management Named a Best Place to Work in Virginia

By McLean Asset Management

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…

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Occam’s – Financial Support of Adult Children and Your Retirement

By McLean Asset Management

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…

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2023 – Q4 Quarterly Market Review

By McLean Asset Management

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…

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The Responsibilities of Being a Caregiver

By McLean Asset Management

Whether caring for an aging parent, a spouse with a chronic illness, or a child with special needs, caregivers play a crucial role in providing physical, emotional, and sometimes financial support to their loved ones. The role of the caregiver can take on countless shapes and forms and may impact the caregiver’s life in various…

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Occam’s – Do Stocks Get Safer The Longer You Own Them?

By Bob French, CFA

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…

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2023 – Q3 Quarterly Market Review

By McLean Asset Management

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…

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Changing Risks in Retirement

By McLean Asset Management

Retirement is a significant life transition that marks a shift from accumulating wealth to managing it for income. While this might seem straightforward, it’s essential to grasp the unique risks retirees face compared to those still in the workforce. These risks highlight why retirement income planning is distinct from traditional wealth management. In this article,…

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What is Risk?

By Bob French, CFA

Risk is a tricky concept to pin down in the investing world. There’s no good definition of what it truly is, or how people relate to it. And it’s – by far – the most important concept in finance. The Challenge of Defining Risk Finance isn’t alone in not being able to define key concepts, though…

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