Jessica Wunder, a McLean Principal, was recently ranked on the 2025 Top Woman Wealth Advisor Best-In-State in Virginia list. The annual list was published by Forbes and Shook Research. The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data learned through…

Planning for retirement is vitally important. And with something this important, many of us want a sense of control. We want to know that our retirement income plan covers all the bases, and that it will smoothly take us through to a successful retirement. But, for most of us, that’s not how it’s going to play out. 

The start of a new year often brings reflections on the past and resolutions for the future. It also inevitably sparks a wave of financial predictions about where the markets are headed. While these forecasts might sound compelling, it’s essential to understand their limitations and focus on strategies that genuinely help you achieve your goals,…

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…

On December 3, 2024, McLean was ranked #2 on the “52 Best RIAs to Work For” list compiled by Financial Planning magazine and Best Companies Group. This nationwide awards program is designed to identify registered investment advisors, or RIAs, with the best culture. To be considered for participation, companies had to fulfill the following eligibility…

Bonds are an essential component of many investment portfolios, providing stability, income, and diversification. However, to fully appreciate their role and potential, it’s important to first understand the fundamentals of what bonds are and how they function. Whether issued by governments or private corporations, bonds are a versatile tool for raising capital and offering investors…

Financial planning attempts to predict the future using a series of assumptions. At its core, a financial plan is built on educated guesses about things we cannot fully control. A job change, an unexpected expense, or a shift in markets can quickly take life in a direction different from what was planned. Even the most…

Retirement planning can feel overwhelming, with so many things to consider. Questions like, “What should my investment strategy be?” or “When should I adjust my risk level?” often arise. While these questions are important, there’s one piece of the puzzle that’s both simple and often overlooked: your savings rate. Simply put, how much you save…

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…