Retirement Insights

2021 – Q2 Quarterly Market Review

By McLean Asset Management

Q1 2020 – Quarterly Market Review

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Occam’s – How Are You Different From the Average Investor?

By Bob French, CFA

People are a lot like snowflakes. If you don’t look all that closely, we’re all roughly similar. But the closer you start looking, the more different we are. We all have our own unique situations and experiences, and these drive who we are. This also describes who we are as investors. We can make big,…

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2021 – Q1 Quarterly Market Review

By Paula Friedman, CFP®, AIF®, CPFA

Q1 2020 – Quarterly Market Review

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What Happened with GameStop

What Happened With GameStop?

By Bob French, CFA

It’s a bit of an understatement to say that GameStop has been in the news lately. There are a lot of people opining about what is going on, but we want to cut through that and look at what actually happened (we look at what it all means in another article. So what actually happened,…

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GME and WallStreetBets

What Does the GameStop Kerfuffle Mean?

By Bob French, CFA

It’s been a pretty wild ride with GameStop. But while there has been a lot happening, does it actually mean much? We’ve examined the details of what happened elsewhere, so I’m going to focus on some of the bigger questions that this whole affair raises, and specifically how this all impacts long-term investors. So let’s…

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Occam’s – Is the Value Premium Pining for the Fjords?

By Bob French, CFA

There’s no magic formula for investing. The financial markets seem to take some sort of cosmic joy in bringing people back down to Earth. And it’s value investing’s turn – in fact, it’s been value investing’s turn for a while now. To put it mildly, this has been a rough decade and a half for…

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2020 – Q4 Quarterly Market Review

By Bob French, CFA

Q3 2020 – Quarterly Market Review

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Occam’s – What Do Low Interest Rates Mean for Stock Returns?

By Bob French, CFA

Interest rates are one of the key tools that the Federal Reserve has to manage the economy. Changing how much it costs to borrow money (even if the Federal Reserve doesn’t have complete control of this) can slow down an overheating economy or give a slower economy the nudge that it might need. Recently the…

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How to Create a Well Balanced Portfolio

How To Create a Well-Balanced Portfolio?

By McLean Asset Management

Investing is the best way to build wealth and outpace inflation. But how do you do it? Many have tried to time the market, but history tells us this is not the best method. Instead, a much more sustainable and efficient manner of getting started is to construct a well-diversified portfolio that is suitable, given your risk tolerance and time horizon.

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