Withdrawing from your investment portfolio in retirement is like walking through a minefield. If you don’t take the right path, you’re going to take a large tax hit. Most people don’t think about it, but your distribution strategy in retirement and the resulting taxes can significantly impact how long your money lasts and how much…

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…

Jessica Wunder, a McLean Principal, was recently named a 2024 Advisor to Watch by AdvisorHub. The ranking of “Advisors to Watch” is based on: Scope of practice measured by assets, production, and level of service; Growth of practice consisting of year-over-year growth in assets, households, and production; and lastly Professionalism includes regulatory records, community service,…

There’s a lot of information out there these days on retirement income planning. Everybody is offering advice, and a lot of it is really good. Yet it seems that no matter how much information is out there, people are still hitting retirement with little or no preparedness at all. Here are five of the most…

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…

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.…

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’…

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…

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…