Retirement Insights

Reaping the Advantages of Tax Loss Harvesting

By McLean Asset Management

Tax loss harvesting can be an incredibly powerful way to reduce your tax bill and keep more money invested and working for you. Tax loss harvesting involves realizing losses from your investment portfolio that can be used to offset gains from your portfolio, or even your regular income. While many people don’t like the idea…

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Index Investing 101

By Bob French, CFA

It’s important to you and your investments that you understand the basics of how indexes and index funds work. What Is an Index Anyway? In the words of Lewis Carroll, let’s “begin at the beginning” with a simple definition. An index keeps track of returns generated by a basket of securities, and it’s put together…

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Occam’s – How to Generate Inflation Adjusted Income in Retirement

By Bob French, CFA

Inflation is a fact of life. It’s also not so great for retirees. In fact, it’s one of the biggest risks that retirees face. By constantly eating away at the value of our savings and income, inflation will slowly reduce our purchasing power in retirement – if we don’t do anything about it. To put this…

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2023 – Q2 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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Potential Concerns and Risks for Traditional Long-Term Care Insurance

By Wade Pfau, Ph.D., CFA, RICP®

Since its introduction in the 1960s, long-term care (LTC) insurance has evolved significantly to address the changing needs and challenges of supporting aging populations. Initially focused on providing coverage for skilled nursing care following hospital stays, early LTC policies were often inadequate and left many policyholders without the necessary support. This led to a tainted…

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Jessica Wunder Named one of 50 “Women Advisors to Watch” by AdvisorHub

By McLean Asset Management

AdvisorHub, a leading platform for financial advisors, has named Jessica Wunder a “Woman to Watch” in 2023. This award recognizes women in the industry who are building growing, thriving practices that stand out from their competition. Jessica is a Principal at McLean, working with individuals and families to plan for their financial futures. As a…

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Social Security and Your Retirement Plan

By McLean Asset Management

Social Security income is a significant retirement asset that, for most Americans, serves as a core component of their retirement plan. As a government-backed, inflation-adjusted monthly income for life, these benefits help manage longevity, inflation, and market risks. Those who qualify for retirement benefits can claim as early as 62 and as late as 70.…

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Occam’s – How Do Interest Rates Affect Stock Returns?

By Bob French, CFA

The financial media loves to talk about interest rates. There are a lot of good reasons for this, but two of the big ones are that interest rates are really important, and they’re relatively understandable and have a direct connection to most people’s lives. They are tied to the mortgage rate you can get, the…

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2023 – Q1 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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