Retirement Insights

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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The Most Important Investment Decision You’ll Ever Make About Your Portfolio

By McLean Asset Management

When most people think about investing, they think about everything that doesn’t matter. They’re caught up in the minutiae: What fund should I own? What were sales of the new iPhone like? What sector is going to take off this fall? But that’s not really what determines your portfolio’s fate. What really matters is your…

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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 sustainable 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…

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Do You Need to Diversify Your Bonds?

By McLean Asset Management

We spend a lot of time talking about the importance of diversification. When it comes to stocks, it’s foundational to our investment approach. Investing in a stock portfolio that isn’t properly diversified is like swimming with sharks without a shark cage. You can do it, but there are safer ways. But that’s stocks. Bonds are…

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Blog posts linked on this page are intended for convenience, educational, and informational purposes only. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. The adviser does not endeavor to update or remove blog posts and articles after initial publication. No linked content should be construed as individualized advice or recommendations, and the discussions contained are not a substitute for investment advice from a professional adviser. This commentary should not be regarded as a complete analysis of the subjects discussed.