Retirement Insights
McLean Asset Management Named a Best Place to Work in Virginia
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…
Read MoreThe Most Important Investment Decision You’ll Ever Make About Your Portfolio
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…
Read MoreOccam’s – Financial Support of Adult Children and Your Retirement
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…
Read More2023 – Q4 Quarterly Market Review
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…
Read MoreThe Responsibilities of Being a Caregiver
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…
Read MoreOccam’s – Do Stocks Get Safer The Longer You Own Them?
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…
Read More2023 – Q3 Quarterly Market Review
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…
Read MoreChanging Risks in Retirement
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…
Read MoreDo You Need to Diversify Your Bonds?
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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