Retirement Insights

where and how to save

Where and How to Save?

By McLean Asset Management

As a young adult, prioritizing your long-term financial goals can be daunting. The good news is you can navigate through it with some basic planning. Here are some savings strategies, listed in descending order of priority:

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Insurance

Basic Insurance Types: Protecting Your Financial Future

By McLean Asset Management

Selecting an insurance product can be a daunting task. With so many options, it may be confusing to know which direction to take. There are several types of insurance products out there, and this article will give you a brief overview of the most common ones.

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Is It Better to Rent or Buy?

Is It Better to Rent Or Buy?

By McLean Asset Management

The decision to become a homeowner is not one to take lightly. It can be both exciting and burdensome and is a personal decision as much as a financial decision. Buying a home is likely one of the most significant purchases you will make, so the question then becomes, When should you buy and when should you rent?

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2020 – Q3 Quarterly Market Review

By Bob French, CFA

Q3 2020 – Quarterly Market Review

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Are Republicans or Democrats Better for the Stock Market?

By Bob French, CFA

Is there anything in historical data that can help us sort out which candidate, Trump or Biden, is going to be better for the stock market?

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2020 – Q2 Quarterly Market Review

By Paula Friedman, CFP®, AIF®, CPFA

Q1 2020 – Quarterly Market Review

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Is Buying an Annuity in a Zero Interest Rate Environment a Good Idea?

By Wade Pfau, Ph.D., CFA

The Federal Reserve’s decision to cut its benchmark federal funds rate from 1% to a range of 0% raises significant questions for those reassessing their retirement nest egg—a common occurrence following a dramatic selloff in equities according to resea…

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2020 – Q1 Quarterly Market Review

By Paula Friedman, CFP®, AIF®, CPFA

Q1 2020 – Quarterly Market Review

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Is Buying an Annuity in a Bear Market a Good Idea?

By Wade Pfau, Ph.D., CFA

As the stock market experienced unprecedented growth over the past eleven years, many people were naturally less interested in the lifetime income options from pensions or annuities. Who wouldn’t rather have all the assets today so they can invest them…

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